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You can create your own customized request list view page. The requests will be sorted based on the filter criteria you specify while creating the custom view. These custom views will be listed under My Views in the Filter list of the request list view page.
On selecting the custom views, the requests are filters based on the custom views which helps you to sort & view the requests of your priority and requirement.
To create your own custom view,
Click the Work Request tab in the header pane.
From the request list
view page, click Create Custom View
icon. The Add Custom
View page opens as shown below,
The supervisors can make their views as private view or public view. By default the view is public but to make this view as private custom view then select Make this view as private custom view check box.
By default the supervisor without administrator log-in permissions can create only private views, so the above shown 'Make this view as a private custom view' option is not available for the supervisor log-in.
Specify the filter criteria by selecting the column and its matching criteria from the combo box. And select the matching data for the column by clicking the Choose button. Also select the AND or OR conditions by enabling either of the two radio buttons (Match all of the following or Match any of the following).
Click Add to Filter button to save the filter criteria details. The filter criteria details is listed in the Filter Set block.
If you wish to add more filter conditions to this view then, select the required column, criteria & conditions of the filter.
Save the filter criteria details. To add another custom view click Save and Add New button.
Custom views is listed in the Filter showing combo box in the Requests home page at the top below the title. On clicking the combo box the views marked as private is listed under My View list and the public views is listed under Requests list.
Manage Custom Views
You can view all your customized view using this option. You can also edit, delete, add new custom views using this option.
Click the Work Request tab in the header pane. The Maintenance list view page opens.
Click Manage
Custom View icon . The Manage
Custom View page opens with the list of all the created custom
views.
Editing Custom Views
Click the custom view title or click the edit icon. The Edit Custom View page opens.
Edit the details and save the changes.
Deleting Custom Views
Select the custom views to be deleted by enabling the check box. The public views can be deleted only by the supervisors who has SD Admin role permissions. And only they can make their view public to other supervisors without SD - Admin permissions they can only create private views).
Click the Delete button to delete the views. A pop up window pops up to get your confirmation on the delete operation.
Click Yes to proceed. You can see the view deleted from the list.
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