Difference between revisions of "Request List Filters"

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__NOTOC__The filters let you control the information which is displayed in the Request List or they can be used to quickly locate requests in your queues.  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.  
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__NOTOC__The filters let you control the information which is displayed in the Request List or they can be used to quickly locate requests in your queues.  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|qPm_xtD94K8|400|center}}
  
 
== Status Filter ==
 
== Status Filter ==
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== 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
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[[Category:Service Manager]]

Revision as of 15:25, 14 November 2014

The filters let you control the information which is displayed in the Request List or they can be used to quickly locate requests in your queues. 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
  • Email

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