Who this article is for: Authority Users
Overview
The Assemblies table is your main working view for every backflow device in your service area. This article walks through every tool in the toolbar — field-scoped search, quick filters, the Advanced Filter Builder with AND/OR logic and nested groups, saved filters (including renaming, default, and deletion), column configuration, sorting, pagination, and CSV export. For navigating an individual assembly record's detail page, see Understanding Assemblies.
Opening the Assemblies Table
Click Assemblies in the left navigation.
Action buttons sit in the top right of the page:
Add Assembly — open the form to create a new assembly. See Adding, Editing, & Inactivating an Assembly.
Add To Batch Communication — build a communication batch from a filtered list of assemblies. Shown only to users with the Admin role. See Creating, Filtering and Sending a Communication Batch.
The Toolbar
Above the table you'll find (left to right):
Saved Filters selector — defaults to Unfiltered View; dropdown to apply saved filters
Bookmark icon next to Unfiltered View — filled when Unfiltered View is your default; when a saved filter is your default, clicking it makes Unfiltered View the default again. While a saved filter is applied, an edit (pencil) icon appears here instead
Search field with a field selector dropdown on the left
Advanced Filter (sliders icon) — multi-condition queries with AND/OR logic
Table Filters (funnel icon) — common pre-built quick filters
Save Filter (disk icon) — grayed out until a filter is applied
Export to CSV (download icon)
Table Columns (gear icon) — show/hide columns
Searching by a Specific Field
The search field is scoped — pick one field from the dropdown, then type your value.
Click the field selector on the left of the search field (defaults to Serial Number).
Choose the field. Available options include Assembly ID, Type, Make, Model, Serial Number, Size, Comments, Account Number, Location Name, Contact ID / Address / City / State / Postal Code, Assembly Location, plus any Custom Properties configured for your org (such as Meter Account #, Protection Type, Hazard).
Type your search value.
Press Enter.
The table filters to rows where that specific field matches.
💡 Text searches are not case-sensitive. Searching "portland" will match Portland, PORTLAND, and portland.
Clearing a Search
Click the red × next to the current field selector to clear it, or use Unfiltered View in the saved filter dropdown to clear everything at once.
Table Filters (Quick Filters)
Table Filters offers common pre-built filter conditions.
Click the Table Filters (funnel) icon.
The Filters panel opens with the Main Filters section:
Filter | Type | What It Does |
Assembly Active | Dropdown (True / False / All) | Show only active or only inactive assemblies |
Not Tested Since Due Date | Checkbox | Show assemblies where no test has been accepted since the Next Test Due passed |
Compliance Failure Older Than | Date picker | Show assemblies whose compliance has been failing since before a chosen date |
Needs Review | Checkbox | Show assemblies flagged for authority review |
Min Days Past Next Test Due | Number | Show assemblies at least this many days past due |
Max Days Past Next Test Due | Number | Show assemblies no more than this many days past due |
3. Set the filters you want.
4. Click Apply.
To remove all filters in this panel, click Clear. To close without changes, click Cancel.
Advanced Filter Builder
The Advanced Filter Builder gives you full control: combine multiple conditions, group them, and use AND/OR logic to build anything from a quick one-condition search to complex nested filter logic across multiple fields.
Opening It
Click the Advanced Filter (sliders) option on the Assemblies page to open the filter panel.
Filter Conditions Have Three Parts
Every condition is made of:
Column — the field to filter on (for example, Type, Make, Installed On)
Operator — how to compare the data (for example, contains, equals, greater than)
Value — what to look for
Example: Make → equals → Wilkins/Zurn returns only rows where the Make is "Wilkins/Zurn."
⚠️ Some fields that appear as dropdowns in the main UI (like Hazard, Type, or Make) show as plain text fields in the Advanced Filter Builder. You'll need to type the value manually rather than selecting from a list. The contains operator matches partial values.
Text Field Operators
Text fields are things like names, addresses, descriptions — anything with words or characters. Text searches are not case-sensitive.
Operator | What It Does | Example |
Contains | Finds rows where the field includes the text anywhere in the value | Searching "Oak" matches "123 Oak Street" and "Oakland Ave" |
Does not contain | Finds rows where the field does not include the text | Searching "Oak" excludes "123 Oak Street" |
Equals | Finds rows where the field is an exact match | Searching "Active" matches "Active" but not "Inactive" |
Does not equal | Finds rows where the field is anything other than what you typed | Searching "Active" shows everything except "Active" |
Is blank | Finds rows where the field has no value at all | Shows rows where nothing was entered in that field |
Is not blank | Finds rows where the field has any value | Shows rows where something — anything — was entered |
💡 Contains matches text anywhere in the value, so when several options share similar text it matches all of them (e.g., `contains "Fire Sprinkler"` matches both "Fire Sprinkler Chemical" and "Fire Sprinkler Wet").
Date Field Operators
Date fields are things like install dates, inspection dates, due dates.
Operator | What It Does | Plain-English Meaning |
= (Equals) | Matches the exact date you pick | "Show me items from this specific date" |
!= (Does not equal) | Matches everything except the date you pick | "Show me everything except this date" |
< (Less than) | Matches dates before the date you pick | "Before this date" (pick March 1 → shows Feb 28 and earlier, but not March 1) |
> (Greater than) | Matches dates after the date you pick | "After this date" (pick March 1 → shows March 2 and later, but not March 1) |
<= (Less than or equal) | Matches the date you pick and anything before it | The date and everything before |
>= (Greater than or equal) | Matches the date you pick and anything after it | The date and everything after |
Is blank | Finds rows where no date was entered | Useful for finding records missing a date |
Is not blank | Finds rows where a date exists | Useful for finding records that have a date filled in |
💡 "Less than" and "Greater than" for dates means "before" and "after" — think of earlier dates as smaller and later dates as larger.
True/False (Boolean) Field Operators
Some columns store values that are one thing or the other — true/false, pass/fail, yes/no. For example, Last Test Result is shown in the table as a green check (Pass) or a red X (Fail), but stored behind the scenes as true (pass) or false (fail).
Operator | What It Does |
Is true | Shows rows where the value is true (compliant, pass, yes) |
Is false | Shows rows where the value is false (non-compliant, fail, no) |
Is blank | Shows rows where no value has been set |
Is not blank | Shows rows where a value exists (either true or false) |
Examples:
To find all assemblies that failed their last test: Last Test Result → is false
To find assemblies that are in compliance: Overall Compliance → is true
Understanding AND vs. OR
When you have more than one condition, you tell the system how to combine them:
AND means all conditions must be true — "this AND that must both match"
OR means any condition can be true — "this OR that — either one works"
AND example: `Type equals DC AND Make equals Wilkins/Zurn` — only returns assemblies that are both DC type AND made by Wilkins/Zurn. If an assembly is a DC but made by a different manufacturer, it won't show up.
OR example: `Type equals DC OR Type equals RP` — returns assemblies that are either DC or RP. As long as one condition is true, the row shows up.
Using Groups
Groups let you combine AND and OR logic in the same filter.
In the filter builder, look for the option to add a group. Each group has its own AND/OR toggle.
You can have multiple groups side by side, connected by the AND/OR logic at the level above.
Click the + icon on the same line as the AND/OR toggle for a group to add a condition inside that group.
Example: one group inside AND
Find assemblies made by Wilkins/Zurn that are either DC or RP:
Top level: AND
Make equals Wilkins/Zurn
Group (OR)
Type equals DC
Type equals RP
Reads as: *"Show me assemblies where the make is Wilkins/Zurn AND the type is either DC or RP."*
Example: two groups side by side
Find assemblies made by Wilkins or Watts, that are either DC or RP:
Top level: AND
Group (OR)
Make equals Wilkins/Zurn
Make equals Watts
Group (OR)
Type equals DC
Type equals RP
Reads as: *"Show me assemblies where the make is Wilkins or Watts, AND the type is DC or RP."*
Example: nested groups
Top level: OR
Make equals Watts
Group (AND)
Make equals Wilkins/Zurn
Group (OR)
Type equals DC
Type equals RP
Reads as: *"Show me all assemblies made by Watts, OR assemblies made by Wilkins/Zurn but only if they're a DC or RP type."* Watts assemblies show up regardless of type; Wilkins/Zurn assemblies only show up if they're also DC or RP.
You can keep nesting groups as deep as you need.
Saved Filters
You can save the filters you've applied as a named saved filter.
Creating a Saved Filter
On the Assemblies page, set up the filters you want to save using the search field, Table Filters, and/or the Advanced Filter Builder.
Once your filters are applied, click the disk icon to save the filter. (The icon is grayed out until at least one filter is applied.)
In the dialog, enter a name for the filter.
Check Set as default if you want this filter to load every time you open the Assemblies page.
Click Save Filters.
The filter now appears in your Saved Filters list and can be applied at any time.
Applying a Saved Filter
Click the Saved Filters dropdown near the top of the list.
Select the saved filter you want.
The list updates immediately to show only assemblies matching the saved criteria.
💡 To return to the full list, click the red × next to any applied search or filter input, or select Unfiltered View from the Saved Filters dropdown.
Renaming a Saved Filter
Click the Saved Filters dropdown.
Click the filter you want to rename to apply it.
Click the edit (pencil) icon next to the name.
Update the name in the dialog.
Click Save Filters.
Changing the Default Saved Filter
Click the Saved Filters dropdown.
Click the filter you want to make the default.
Click the edit (pencil) icon next to the name.
Check the Set as default checkbox. (There is only one default filter at a time, so this will automatically unset any other default.)
Click Save Filters.
The default filter appears with a filled bookmark icon in the Saved Filters list.
Deleting a Saved Filter
Click the Saved Filters dropdown.
Click the filter you want to delete to apply it.
Click the edit (pencil) icon next to the name.
Click the red trash can icon in the top right of the modal.
A delete confirmation modal appears.
Copy and paste the filter name into the confirmation box to activate the Delete button.
Click Delete Filters.
The filter is permanently removed and cannot be recovered. Since saved filters are per-user, deleting your saved filter does not affect anyone else.
📝 Deleting a saved filter does not affect any assembly records — it only removes the stored filter configuration.
Configuring Columns
The default columns are a starting point — you can add, remove, or reorder any column.
Click the Table Columns (gear) icon.
The Select columns panel opens. Your org's Custom Properties are listed under their own headings, such as Equipment Details.
Check or uncheck columns.
Click Apply to save; Cancel to discard.
Available Columns
Kind of column | What's In It |
Core assembly fields | Assembly ID, Type, Make, Model, Serial Number, Size, Assembly Active, Comments, Overall Compliance, Last Test Result, Next Test Due, Last Tested On, First Recorded On, Installed On, Inactive On |
Location fields | Account Number, Location Name, Address, City, State / Prov, Postal Code |
Communications | Last Comm Sent |
Contact fields | Primary Contact, Contact Email, Contact Phone, Contact ID, Contact Address, Contact City, Contact State / Prov, Contact Postal Code |
Assembly Location | Assembly Location |
Equipment Details | Your org's Custom Properties (for example: Meter Account #, Lead Free?, Protection Type, Hazard) |
Column choices are saved per user — your columns stay set the next time you open Assemblies.
Sorting
Click any column header to sort by that column ascending.
Click the same header again to sort descending.
Sort order is preserved in CSV exports.
Pagination
At the bottom of the table:
Page Size — choose 10, 25, 50, or 100
Page controls — first, previous, current page, next, last
A counter shows the current range and total (for example, 1 - 10 of 214)
Exporting to CSV
Apply the search and filters so only the assemblies you want are visible.
Click the Export to CSV (download) icon.
Choose which columns to export: All Columns, Only Visible (the columns set with the Table Columns gear icon) or, when your organization has Custom Properties, Standard + Visible Details (every standard column plus only the visible Custom Property columns).
Click Export.
The exported file includes:
Every row that matches the current search, filters, and saved filter — not just the current page
The columns you chose in step 3
The current sort order
📝 Large exports may take a moment. Stay on the page until the download starts.
FAQ
Q: Why is the Save Filter button grayed out?
A: The disk icon is disabled until at least one filter is applied. Apply a filter using the search field, Table Filters, or the Advanced Filter Builder, and the icon becomes available.
Q: My saved filter is returning no results. What happened?
A: Your assembly data may have changed since the filter was created, or a value referenced by the filter may no longer exist (for example, an assembly type that has been deactivated). Review the filter criteria and update anything that's outdated.
Q: I tried to filter by Type but the Advanced Filter Builder won't let me pick from a list. Why?
A: Some fields that appear as dropdowns in the main UI (like Type, Make, and Hazard) show as plain text fields in the Advanced Filter Builder. You'll need to type the value in manually. The contains operator matches partial values, so you don't have to type the full value.
Q: Why didn't "less than March 1" include March 1 itself?
A: Date operators are strict. Use <= (less than or equal) to include March 1 in the results. Use < (less than) to exclude it.
Q: Are saved filters shared with other users?
A: No. Saved filters are per-user — a filter you save only appears on your account. If your team wants a standard view, each user needs to save it themselves.
Related Articles
Understanding Assemblies
Adding, Editing, & Inactivating an Assembly
Creating, Filtering and Sending a Communication Batch
Searching, Filtering, & Exporting Data