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Edit Schedule

How to add, remove, organize and filter items in a schedule

Updated over a week ago

To Start

Open the schedule you want to edit. Then, click on Edit icon in the Home ribbon. In the Edit Schedule window that appears, there are four tabs present: Fields, Filter, Sorting and Grouping.

Fields

To include, exclude or change the order of listed properties, click on the Fields tab in the Edit Schedule window. A list of properties relevant to the design element(s), called fields, will appear on the left.

Filter

To filter scheduled items based on one certain field or more, click on the Filter tab in the Edit Schedule window. Then, in the Filter by: field, select the relevant options in the three drop-down menus. To add another Filter by: field, Click on the Add+ option. To delete the Filter by: field, click on the delete option against that field.

Sorting

To organize scheduled items based on one certain field or more, click on the Sorting tab in the Edit Schedule window. Then, in the Sort by: field, select the relevant options in the three drop-down menus. To add another Sort by: field, Click on the Add+ option. To delete the Sort by: field, click on the delete option against that field.

Grouping

To consolidate scheduled items based on a certain category or field, click on the Sorting tab in the Edit Schedule window. Then, in the Category: field, select the category from the corresponding drop down menu. In the Group by: field, select the relevant field from the corresponding drop down menu.

To add another Category to group on, Click on the Add New Rule option. To add another Field to group on, Click on the Add Grouping Field option. To delete a Category to group on, Click on the Delete Rule option against that corresponding field. To delete a Field to group on, Click on the Delete Field option against that corresponding field.

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