Custom Views

 

The Settings drop-down menu consists of options to Add Custom Views and Manage Custom Views. Custom Views helps you sort requests by customizing the request list view to display requests based on certain criteria. The Custom Views are listed in the Filter drop-down menu.

Say, you are a technician who is concerned only with the high priority requests from a particular site. Instead of performing a search in the request list view, each and every time, you can create a custom view that will filter requests based on your specified criteria.

 

Add Custom Views

You can add custom views by specifying the criteria to filter requests accumulated in your request list view.

 

NOTE:

  1. If you are logged in as the administrator, then you have the privilege to mark a custom view as private or public. Public Custom Views can be viewed by all the technicians but Private Custom View can only be viewed by the technician who has created the view.

  2. If you are logged in as a technician, then the custom views created by you are marked as private, by default.

 

To create custom view,

  1. Click Requests tab in the header pane. The Request List view page is displayed.

  2. Click Settings drop-down menu and select New Custom View option. The Add Custom Views page is displayed.

  3. Specify a name for the custom view in View Name text field. This field is mandatory.

  4. Select the Columns and its Criteria from the drop-down box.

    1. Click Choose to select a value for the column.

    2. Click Add to Filter button. The filter criteria details is saved and listed in the Filter Set block. You can add more filter conditions to this view by selecting the column, criteria and condition of the filter.

    3. If you have more than two criteria, then select the AND or OR conditions by enabling either of the two radio buttons.

  1. If you are logged in as the administrator, then you have the privilege to make your view as private by selecting Make this view as private custom view check box.

  2. Click Save button. The custom view is saved and listed in Custom Views List view page.

  3. Click Save and Add New button, to save and add another custom view.

The Custom Views are listed in the Filter drop-down menu. The Custom View marked as Private is listed under My Views, and the Views marked as Public is listed along with the remaining filters.

 

 

Manage Custom Views

Manage Custom Views helps manage your views by providing a consolidate view of all your public and private views. While viewing the custom views, you can edit, delete and add custom views.

  1. Click Requests tab in the header pane. The Request List view page is displayed.

  2. Click Settings drop-down menu and select Manage Custom Views option.

 

Edit a Custom View

To edit a custom view,

  1. In the Custom Views List view, click the Edit icon beside the filter name to edit. The Edit Custom Views page is displayed.

  2. Edit the details and save the changes.

 

Delete Custom Views

  1. In the Custom Views List view, select the check box beside the custom views to delete.

  2. Click Delete button. A dialog box confirming the delete operation appears.

  3. Click OK to proceed. The Custom View is deleted from the list.

NOTE: The Public Views can be deleted by a technician with Administrator privileges.

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