Custom Views

Custom views help you sort requests by customizing the request list view to display requests based on certain criteria. Say, you are a technician who is concerned only with high priority requests from a particular site. Instead of performing a search in the request list view every time, you can create a custom view to filter the requests based on priority.

The custom views are listed in the filter drop-down.

Manage Custom Views

Manage custom views allows you to manage your views by providing a consolidated view of all your public and private views. Under Manage Custom Views, you can add, edit, delete, and preview custom views, and modify the custom views to private/public.

Navigate to the request list view page.
Go to the filter drop-down menu and click Manage Views .

Add Custom Views

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

On the displayed page,

Click New Custom View and provide the necessary details.
Click Preview to view the custom search or click Save to add the new custom view.

The custom view created by a technician is marked as private by default.

Only the administrator can mark the advanced filter view as private or public. The public filter views can be viewed by all the technicians, but the private filter views can be viewed only by the technician who has created the view.

Edit Custom Views

In the custom views list view, click the Actions icon beside the filter name and select Edit.
Modify the details and click Preview to view the changes or click Update.

Delete Custom Views

In the custom views list view, select the check box beside the filter name and click . A dialog box confirming the delete operation appears.

Click OK to proceed.

Technicians with administrator privilege can delete the custom view with public view option.