Order Lists User Guide
Discover how to efficiently manage and organize your order lists for improved tracking and streamlined workflow.
- Release Notes
- Newly Released Features
- Getting Started
- Roles & Permissions
- Manifests
- Order Management
- Automations
- Employee Management
- Customer Management
- Customer Portal
- Stock Management
- Part Requests
- Price Lists
- Invoicing
- Reporting
- Custom Fields
- Integrations
- GSX
- Shipments
- Service Contracts
- Configuring Your Environment
- Incoming Part Allocation
- Appointment Booking
Table of Contents
Order lists are your own saved views of the orders screen. Each list is a set of filters – for example "my open orders" or "everything waiting for parts in my location" – saved with a name. They appear in the left-side menu, and clicking one opens the orders screen already filtered for you.
Lists are personal. The ones you create are yours; they don't change what your colleagues see.
Where to find them
Left-side menu – your saved lists appear here. Click one to open it.
User Settings → Order lists – where you create, edit, reorder, import, export, and delete your lists. Open User Settings from the menu under your name in the top-right corner, then select the Order lists tab.
Each list in the menu shows a count badge so you can see how many orders match at a glance.
Create a new list
Go to User Settings → Order lists.
Click New order list. A panel slides in from the right.
Give the list a name – this is what shows in the menu (e.g. "My open repairs").
Click + Add filter and pick the conditions you want (see Filters below). Add as many as you need.
Optionally set Sort & display (newest/oldest first, ignore priority).
Click Save. The list appears in the table and in your left-side menu.
You build the filters visually – there's no need to know any technical syntax. Each filter is a card you can open, adjust, and remove.
Filters
Filters come in two kinds in the + Add filter menu:
Status flags
Simple on/off conditions – add the flag and it applies. The most useful ones:
Flag |
Shows orders that are… |
|---|---|
Open |
not yet closed |
Closed |
closed |
Draft / Not draft |
in (or not in) draft state |
In service |
physically in service |
With customer |
back with the customer |
No queue |
not assigned to any queue |
Has repair / Open repair |
have a repair (or an unfinished one) |
Scheduled appointments |
have a booked appointment |
Has unread notifications |
have notifications you haven't read |
Filter values
Conditions that take a value, such as Status, Status type, Handler, Queue, Location, Store, Tags, Reference, Serial, IMEI, and more.
For these you choose values from a dropdown. Many support Include and Exclude – so you can say "in queue In diagnosis orWaiting for parts", or "not handled by a specific person". For the Handler filter you can also choose any assigned or none assigned.
Status vs. Status type – "Status type" is a high-level group (In queue, Waiting for parts, Shipped…). "Status" lets you pick the exact statuses configured for your account. You can mix both in the same list.
"Me", "my location", "my store"
Some filters offer a special use me / my location / my store value. Pick this and the list adapts to whoever is viewing it – so a single "My orders" list works for everyone, each person seeing their own. These show as italic chips like me on the filter card.
Custom fields
If your account uses custom fields that are enabled for order lists, they appear under their own Custom fields group in the filter menu, with the right editor for each field type (text, Yes/No, or a list of options).
Advanced (raw text)
Power users can click Switch to advanced (raw text) to edit the underlying parameter string directly, then Switch back to builder. If a list contains something the builder doesn't recognise, it opens in advanced mode automatically so nothing is lost.
Manage your lists
From the User Settings → Order lists table you can:
Reorder – drag the handle on the left of each row to change the order they appear in the menu.
Edit – open the cog menu on a row and choose Edit.
Delete – open the cog menu and choose Delete.
The filters on each list are shown as small read-only chips in the table, so you can see what a list does without opening it.
Add the default lists
Fixably ships a set of handy starter lists – My orders, In queue, Incoming, Ready, Completed, and a few that depend on your account's features. Click Add missing default lists to add any of these you don't already have.
This is additive: it only adds the defaults you're missing and never deletes or overwrites your existing lists or their order.
Import & Export
Use the Import & Export menu (next to New order list) to move lists between accounts or users.
Export lists downloads all your lists as a .json file.
Import lists opens a panel where you drop or pick a previously exported .json file.
Notes on importing:
It's additive – imported lists are added alongside your existing ones; nothing is overwritten.
If an imported list has the same name as one you already have, a number is added (e.g. "My orders (2)").
It's all-or-nothing – if the file has a problem, nothing is imported and you'll see an error.
A list may reference specific people, locations, or stores that don't exist in the account you import into. If so, you'll get a heads-up to review those lists and update the values.
Export the orders in a list
This is different from exporting the lists above. When you're viewing a list (or any filtered orders view), you can export the orders themselves to CSV or XLSX for use in a spreadsheet. The file includes columns like order ID, reference, device, serial, customer, status, days in queue, days in service, location, amount still to be paid, and handler.
A few list ideas
List name |
Filters |
|---|---|
My open orders |
Handler = me, Open |
Waiting for parts |
Status type = Waiting for parts, Open |
In my location's queue |
Location = my location, Open, In service, No handler |
Ready for pickup |
Status type = Waiting for pickup, Open |
Untagged open orders |
Open, Tags = (exclude everything you tag) |
Troubleshooting
Problem |
What to check |
|---|---|
A list shows no results |
Open it in Edit and review the filters — an over-tight combination (or excluding too much) can leave nothing. If it warns about unrecognised values, a status, location, queue, store, or handler it points to may no longer exist. |
My list shows different results to a colleague's |
If it uses me / my location / my store, that's expected – those adapt per viewer. |
A new list isn't in the menu |
Refresh the page. Lists appear in the left-side menu once saved. |
I can't create, edit, or reorder lists |
Your role may not have the order-lists permission. Ask your admin. |
The count badge looks wrong |
Counts update as orders change – reopen the list to refresh. |
Imported lists point to the wrong people/locations |
The list was built on a different account. Edit each one and reselect the correct values. |
A button in this guide is missing |
Your role doesn't have that permission, or the feature isn't enabled for your account. Ask your admin or Fixably support. |