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Item Views, Search and Filter

The Items section of ShareMyToolbox provides powerful ways to view, search, and filter based on just about any field in the database.

 

ℹ️ Web Portal and certain upgraded features available for Business and Enterprise Customers. 

See Plans

 

 

In this article:

Navigation

Search and Filter

Item Sort

View Options

Frequently Asked Questions


Navigation


items-nav


To find your Items:


  • Web Portal: Navigate to the Items menu in the side navigation bar (Business Plans)
  • Mobile App: Tap the Items menu in the bottom navigation bar

 

Mobile App Tip: Tap on any of the status cards in the Home Dashboard to see an Items Search results view that is filtered by that particular status. 




items-view


Search and Filter


There are many ways to find the Items you are looking for. You can use each of these to produce a result, or any combination of all three for a powerful search tool.


  • Quick Status Tabs
  • Search
  • Filters


View By Status Tabs

items-status-tabs

Once in the Items view, you have the ability to easily filter your view using the Item Status Tabs at the top. 

  • Tap on any of the Status tabs to refresh your view based on that status
    • All: All Items in the database
    • Available: Items available to loan/borrow
    • Pending: Items requested to loan/borrow but not yet approved
    • Loaned: Items that are currently loaned to a Connection
    • Unavailable: Items that are tagged as Unavailable

 




View by Search Bar


Using the Search Bar, simply type what you are looking for and ShareMyToolbox will display the results as you go.


items-search




View by Filters


By using the Filters option, you can further refine what you are looking for based on:


  • Status
  • Connections
  • Location
  • Manufacturers
  • Category

items-filter


In the following example, you can see “drill 1/2” was searched in the Available Items tab. Then, using Filters the additional parameters of Location “Charlotte Warehouse” and Manufacturer “Skil” were applied to get the exact item.

item-filters-web


Similarly, in the mobile app, once you click on Filters, you can select any combination. Once all filters are selected simply tap Apply.

item-filters-app

Item Sort

When viewing Items in the ShareMyToolbox Web Portal, you can sort the Item results in both the list and card views. 

To sort the table in the List view, you can tap on the sort arrows on select columns to sort either ascending or descending. 

item-sort-column

Alternatively, you can click on the Sort button to select the column and sort options, then click Apply. This works in both the List View and Item Card Views.

 

item-sort-button

item-sort-slide-out

Sorting in the Mobile App

Similar to the Web Portal, to sort in the Mobile App, tap the Filter Icon, Tap Sort, tap on the field you want to sort by. From there you can tap Ascending or Descending. Tap Apply to view the sort. 

sort-options-app

 

View Options (Business Plans)


In the Web Portal, there are three ways you can view your items:


  1. Cards
  2. Grid
  3. Map

items-view-options-web



Cards


The ShareMyToolbox default view is the Card view. This view visually provides a lot of information, including the Item image. Additionally, ShareMyToolbox color-codes the cards based on the Status of the Item:


  • Green: Available
  • Red: Loaned
  • Orange: Pending
  • Gray: Unavailable

items-view-card


Grid


If you’re a data person, you’ll like the ShareMyToolbox Grid view. This spreadsheet-like view provides a lot of information to quickly scan through. 

items-view-table


Additionally, with the Grid view you can tap the Columns option to add, remove, and change the order of what columns show.


items-column-select

 

Tip: To change the order of Columns, click the Columns button to show your options, then simply click and drag the columns up or down. 



Map (Business Plans)


The Map view displays all of your Locations:


items-view-map-web


You can then click on any location to view a list of Items based on the Status tab, Search, or other Filters you may have applied.  

items-view-map-web-item-list

In the Mobile App, for Items with an assigned Location and/or the Asset Tag has been scanned, providing the GPS location, a Map View is available. Tap the Map icon in the Item Profile. 

items-view-map-app

 

 

 

❓Frequently Asked Questions

▼ Can I view Item details from the Map view in the Items tab?

At this time, the Map view in Items only displays a list of the Items based on the search or filter you are performing.