Search and filter in Requests

Quartzy allows you to filter and search your Requests in multiple ways so you can personalize your view. The filter and search views are customized to your account and can be turned on and off at any time. 

Use the Search box:

From the Requests module, enter any text into the Search box. Hit Enter on your keyboard or click on the magnifying glass icon to activate the search. 

Important: For best results, search a complete Catalog #, the full Item Name, or include multiple terms. Partial searches will not work, nor text that appears at the end or in the middle of a word.

Screenshot 2024-10-04 at 4.07.09 PM.png

Filter requests based on one status: 

From the Requests module, select a status in the Status Navigation Bar, or click Other Statuses to view Backordered or Cancelled requests. Your filtered results will appear immediately. 

Screenshot 2024-10-04 at 4.08.59 PM.png

View All Requests: 

From the Requests module, click Other Statuses and then choose All Requests.

Screenshot 2024-10-04 at 4.10.13 PM.png

 

Filters:

Under the Filters section on the left sidebar, click the arrow next to a filter heading — Vendor, Requested By, Budget (Grant ID, Project, Fund, or Account), and Type — and check off the boxes for as many options as you want to view at one time. They will activate automatically.

Click the X to deactivate an individual filter or turn off all Filters at once by clicking Clear all.

Note: If your lab purchases supplies from Quartzy, use the Quartzy items only toggle to view just items purchased from Quartzy!

Screenshot 2024-10-04 at 4.18.44 PM.png

 

Next Up: Learn how to request a previously ordered item

 

More questions? Contact us

Have more questions? Submit a request

Comments