Difference between revisions of "Request List Filters"
| Line 41: | Line 41: | ||
=== Creating a New Filter === | === Creating a New Filter === | ||
| − | + | # From the Filter drop down select ''Add New'' | |
| − | + | # Enter the name of the Filter. This name will be visible from the Filter drop down list once saved. | |
| − | + | # The first condition is ready to be populated. Three options are available for defining a condition: Source, Operator, Value | |
** Source - The first option is to select the source of the data. Options will include all data that can be stored against a request | ** Source - The first option is to select the source of the data. Options will include all data that can be stored against a request | ||
| − | + | ** owner | |
*** customer | *** customer | ||
*** service, | *** service, | ||
Revision as of 16:05, 1 June 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 grey.
Status Filter
Links are available for the different statuses
- Total
- 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
- Customer
Request Type Filters
The Request Type Filters options are represented by the icons that are associated to each request type.
The available request types include incidents, problems, known errors, changes, and service requests. Depending on the rights 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
The Group Filters provide quick access to requests based on the relationship to you or by the teams that you belong to.
- My Requests - Displays requests where you are the owner
- I'm Following - Displays requests that you are following
- I'm a Member - Displays requests that I'm a member of
- All My Teams - Displays requests belonging to all of my teams
Included on this list are the names of all the teams that you belong to. Selecting one of the teams in the list will display requests that are assigned to that team.
Custom Filters
When more complex filters are required you can construct a filter using a the criteria builder
Creating a New Filter
- From the Filter drop down select Add New
- Enter the name of the Filter. This name will be visible from the Filter drop down list once saved.
- The first condition is ready to be populated. Three options are available for defining a condition: Source, Operator, Value
- Source - The first option is to select the source of the data. Options will include all data that can be stored against a request
- owner
- customer
- service,
- respond by
- raised on, and so much more.
- Operator - the available operators will depend on the selected source. Source values that contain
- Set values will include the operators 'is' and 'is not'.
- Dates will include before, after, today, yesterday, last 7 days, last 30 days, and last x days.
- Free text values will include is, is not, is less than, is greater than, contains, does not contain.
- Counters - is, is not, less than, greater than.
- Value - The value to compare the source with based on the set operator.