Difference between revisions of "Request List Filters"
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| − | + | __NOTOC____NOTOC__[[Main Page|Home]] > [[Service Manager]] > [[Request List]] > Filters | |
| + | ==Introduction== | ||
| + | The filters let you control the information displayed in the Request List and can be used to quickly locate requests. The options for filtering are represented by a number of buttons in the Request List Toolbar. The active filter can be determined by which filter buttons are colored white. {{#ev:youtube|alJSktQmVsU|400|right}} | ||
| − | == Status Filter == | + | ==Status Filter== |
Links are available for the different statuses | Links are available for the different statuses | ||
* New | * New | ||
| Line 9: | Line 11: | ||
* Email | * Email | ||
| − | == Quick Filter == | + | ==Quick Filter== |
The quick filter is used to refine your list to only show requests that contain the typed text. The fields in the requests which the quick filter used to compare include | The quick filter is used to refine your list to only show requests that contain the typed text. The fields in the requests which the quick filter used to compare include | ||
* Reference | * Reference | ||
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* Owner | * Owner | ||
| − | == Request Type Filters == | + | ==Request Type Filters== |
The available request types include incidents, problems, changes, and service requests. Depending on the right that the user has they may see one or more of these request types. Provided that the user has more than one request type available to them they will also see an 'All' option which will display all requests, independent of the type, in one list. | The available request types include incidents, problems, changes, and service requests. Depending on the right that the user has they may see one or more of these request types. Provided that the user has more than one request type available to them they will also see an 'All' option which will display all requests, independent of the type, in one list. | ||
| − | == Group Filters== | + | ==Group Filters== |
* My Requests | * My Requests | ||
* I'm Following | * I'm Following | ||
| Line 26: | Line 28: | ||
* My Teams | * My Teams | ||
| − | == Custom Filters == | + | ==Custom Filters== |
When more complex filters are required you can construct a filter using a the criteria builder | When more complex filters are required you can construct a filter using a the criteria builder | ||
[[Category:Service Manager]][[Category:Videos]] | [[Category:Service Manager]][[Category:Videos]] | ||
Revision as of 16:27, 19 January 2015
Home > Service Manager > Request List > Filters
Introduction
The filters let you control the information displayed in the Request List and can be used to quickly locate requests. The options for filtering are represented by a number of buttons in the Request List Toolbar. The active filter can be determined by which filter buttons are colored white.
Status Filter
Links are available for the different statuses
- New
- Open
- Resolved
- On-hold
Quick Filter
The quick filter is used to refine your list to only show requests that contain the typed text. The fields in the requests which the quick filter used to compare include
- Reference
- Summary
- Details
- Status
- Owner
Request Type Filters
The available request types include incidents, problems, changes, and service requests. Depending on the right that the user has they may see one or more of these request types. Provided that the user has more than one request type available to them they will also see an 'All' option which will display all requests, independent of the type, in one list.
Group Filters
- My Requests
- I'm Following
- I'm a Member
- My Teams
Custom Filters
When more complex filters are required you can construct a filter using a the criteria builder