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.

 

 

Add Custom View

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

On the displayed page,

 

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.

 

After upgrading to version 14000 or above, existing custom views will not be migrated if they contain invalid criteria or if they contain the Description or Resolution field in the criteria. In such cases, an email notification will be sent to users who are configured in the Send e-mail when an Application Error Occurs notification rule.

 

Edit Custom View  

Delete Custom Views

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