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| − | The [[What_is_the_Request_list? |request list]] provides a set of tools to enable you to efficiently process individual [[What_are_Requests? |requests]]. By default the list will show all requests assigned to you that not closed. Any requests that have a new update are highlighted in yellow in the list.
| + | This document can now be found at its new location in the [https://docs.hornbill.com/servicemanager-user-guide/request-list/overview#customize-columns/ Hornbill Document Library]. |
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| − | To '''Assign''' – One of more requests maybe selected in the check box on the left which will add an assignment [[File:Assign.png |16px |assign]] to the toolbar. Select that and assign the selected requests to a team or an individual.
| + | [[file:hornbill-document-library.png|Customize Columns|link=https://docs.hornbill.com/servicemanager-user-guide/request-list/overview#customize-columns/]] |
| | + | <!-- |
| | + | __NOTOC__[[Main Page|Home]] > [[Service Manager]] > [[Request List]] > Column Selector |
| | + | == Introduction == |
| | + | Each Service Manager user has the ability to select which columns are visible on the request list. This is a per user setting so that each individual can have their own list. This allows a user to display the information which is most important for them and the role that they have. |
| | + | {{#ev:youtube|KWMiD0l54vE|400|right}} |
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| − | To '''Add to a Board''' - One of more requests maybe selected in the check box on the left to add to a Board. Use [[File:Add_to_board.png|70px|Add to Board]] to add them.
| + | == Modifying the Request List == |
| | + | # On the Request list tool bar select the ''Cog'' icon. |
| | + | # The Customize Columns section is expanded |
| | + | # To add a column to your list, simply select the column by clicking on the column name |
| | + | # To remove a column from your list, simply unselect the column by clicking on the column name |
| | + | # To decide on the order in which the columns will appear, simply drag and drop the selected column names into your preferred order |
| | + | # Click on ''Save'' to apply |
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| − | To '''Change the view''' – On the Request list tool bar select the Column manager [[File:Configure.png|16 px|configure]].Add or remove columns as needed to the displayed columns list. If you have small screen resolutions you can choose which columns to hide here. Revert option will change back to the defaults.
| + | == Options == |
| − | {{#ev:youtube|wLs0NnUw0Bg|400|center}}
| + | * ''Hide column on small screens'' is available for each column in the Columns list. By selecting this icon the column will be automatically hidden if you use Service Manager on a device with a smaller screen resolution |
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| − | Also if you hover over any individual request or reference number a popup summary will open.
| + | * ''Revert'' option will change the columns back to the default columns. |
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| − | To '''Filter''' - On the request list toolbar there are number of ways to filter:-
| + | --> |
| − | :# By type – Select which type of request (e.g. Incident, Change etc.) you are interested on or all.
| + | [[Category:Videos]] |
| − | :# By assignment – Select me for calls assigned to me, or team. If you are a member of more than one [[What_are_teams? |team]] you will see a pick list of teams and an all option.
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| − | :# By Custom filter – You can set up your own custom filters that can be nested and saved for reuse. Just select the filters and add new…
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| − | To '''Search''' for a request - Using the Search box at the top of the screen, select requests and enter the text you are searching for. It will return results from all requests. You can use a wild card ‘*’ to the end of the search text or search for a string using double quotes (e.g. ”Search for “). Search will look at these fields:-
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| − | ::* Summary
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| − | ::* Description
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| − | ::* Status
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| − | ::* Reference #
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| − | ::* Request type
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| − | To '''Sort''' - Select the column name in the request list you want to sort and click once. Click a second time and the sort order is reversed. Note - some columns are not able to be sorted like response and fix timers status.
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| − | To '''Print''' – Select [[File:Print_export.png| 16px |print or export]] and then print. The existing request list will formatted and available to be printed.
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| − | To '''Export''' – Select [[File:Print_export.png| 16px |print or export]] and then export. Specify which fields you need then export. The existing request list will placed in CSV file for you.
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| − | == Video ==
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| − | {{#ev:youtube|qPm_xtD94K8|400|center}}
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