Create, change, or delete a View

Permissions: System admin can create private and personal views, while other members can create personal views only.

Now you have the flexibility to create custom views of tickets to organize and display requests that are most important and add filters to have a more engaging style. You can create a personal view (that only you can see) or, if you have permissions to do so, you can create a public view (everyone who uses the app). Go to views:

All personal and public views will show in views side navigation:

1) Select + Create View

You will see all attributes available for customizing the view

2) Go down to the main view attributes

  • View Name: Select a name for the new view
  • View Description: Enter an optional description for the view
  • Number of entries: Select the number of entries that will be displayed per page
  • Visibility : Choose from 3 options, Public (available for all users), Personal (Only you can see the view), and Custom (Select users who can use this view).

3) Select filters and arrange to filter your data based on:

  • Workspace: Select one or more Workspaces. (Admins can view all workspaces, whereas the end users will only be permitted to view the workspaces they have permission to.)
  • Request Type: Select one or more Request Types across multiple Workspaces.
  • Request Type / Category: Select one or more Types across multiple Request Types.
  • Status: Select one or more statuses.
  • Priority: Select one or more Priority level
  • Ticket Source: Select either Direct or Via Email
  • Assignee: Select one or more request assignee (can be individual or a group of users).
  • Owner: Select one or more ticket owners.
  • Handled By: Select one more users handling the tickets.
  • Created Date: Select a specific period or set a period between 2 dates.

4) You are ready! Click on the created view to show data depending on configured filters.

Comments are closed.