Custom Views

     

    Creating Custom Views

    You can create your own customized page to display the requests using Custom View option. You can specify the criteria to filter the selected requests that have accumulated in your requests list view page. This helps you to sort & view requests of your priority and requirement. To create your own custom view,

    1. Log in to the ServiceDesk Plus application using your user name and password.

    2. Click the Request tab in the header pane. This opens Requests list view page.

    3. Click Create Custom View iconcreate-custom-view-icon. This opens Add Custom View page as shown below,

    add-custom-views

    1. Specify the View Name in the given text field. This is a mandatory field.
    2. The administrators can make their views as private view or public view. By default the view will be public but to make this view as private custom view then select Make this view as private custom view check box.

    By default the technician without administrator log-in permissions can create only private views. Hence the above shown 'Make this view as a private custom view' option will not be available for the technician log-in.    

    1. 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.

    2. Click Add to Filter button to save the filter criteria details. The filter criteria details will be listed in the Filter Set block.

    3. If you wish to add more filter conditions to this view then, select the required column, criteria & conditions of the filter.

    4. Save the filter criteria details. To add another custom view click Save and Add New button.

    Custom views will be 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 will be listed under My View list and the public views will be 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.

    1. Log in to the ServiceDesk Plus application using your user name and password.

    2. Click the Request tab in the header pane. This opens Requests list view page.

    3. Click Manage Custom View icon manage-custom-view. This opens Manage Custom View page with the list of all the created custom views.

    custom-views-page

     

    Editing Custom Views,

    1. Click the custom view title or click the edit icon. This opens Edit Custom View page.

    2. Edit the details and save the changes.

    Deleting Custom Views,

    1. Select the custom views to be deleted by enabling the check box. The public views can be deleted only by the administrators (ie: Only the administrators can make their view public other technicians without admin permissions can only create a private view).       

    2. Click the Delete button to delete the views. A pop up window pops up to get your confirmation on the delete operation.

    3. Click Yes to proceed. You can see the view deleted from the list.


     

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