SmartPlan - Prioritized Balancing Criteria

If there are two or more criteria being set to filter data, it is essential for the application to know which criteria to be considered first. This can be done in the Prioritized Balancing Criteria section. 

  1. Access the SmartPlan feature in the app
  2. Pick the criteria from the add criteria drop-down menu. Here, you can select a number of different criteria based on your requirements.
  3. To prioritize the criteria, you can drag and drop the criteria one after another by using the + symbol near each criteria.  

How prioritized criteria work

The criterion on the top is having the highest priority. So, data is filtered at the first criterion, and the filtered data passes through the second criterion, and so on.

In the above illustration, user creates three different criteria and want to prioritize according to his need. The user also could delete any criteria by using the remove button placed at the top right corner of each criteria section. 

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