Custom views

Custom Views helps you filter tasks based on certain criteria. The Custom Views are listed in the Filter drop-down menu. This drop-down menu consists of options to Add Custom Views and Manage Custom Views Custom views can be marked as 'favorite' by tapping the  icon and the order can be rearranged by 'drag and drop'  icon. 
 

Add custom view

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

Note:

1. If you are logged in as an SDAdmin, 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 a custom view,

• Click Requests tab in the header pane. The Request List view page will be displayed.

• Click Filter drop-down menu on the left and select Add View  option. The Tasks - New Custom View page is displayed.

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

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

1. Click Add to Filter Button. The filter criteria details are 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.
2. If you have more than two criteria, then select the AND or OR conditions by enabling either of the two radio Buttons.
3. If you are logged in as the administrator, then you have the privilege to make your view as public by selecting Mark as public checkbox.
4. Click Preview Button to preview the custom view.
5. Click Save Button. The custom view is saved and listed in the Custom Views List view page.
6. 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 are listed along with the remaining filters.
 

Manage custom views

Manage custom views helps manage your views by providing a consolidated 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 Filter drop-down menu under Tasks and select Manage View option.

Edit custom views

To edit a custom view,

1. In the Manage Views section, click the Edit icon  to edit. The Edit Custom View page will be displayed.

2. Edit the details and save the changes.

Delete custom views

To delete a custom view,

1. In the Manage Views list view, select the check box to delete.

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

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

Note: The Public Views can be deleted by a technician with SDAdmin privileges.