Difference between revisions of "Request List Views"
Jump to navigation
Jump to search
| (19 intermediate revisions by 4 users not shown) | |||
| Line 1: | Line 1: | ||
| + | This document can now be found at its new location in the [https://docs.hornbill.com/servicemanager-user-guide/request-list/views Hornbill Document Library]. | ||
| + | |||
| + | [[file:hornbill-document-library.png|Request List Views|link=https://docs.hornbill.com/servicemanager-user-guide/request-list/views]] | ||
| + | <!-- | ||
| + | |||
<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> | <div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> | ||
__NOTOC__ | __NOTOC__ | ||
| Line 47: | Line 52: | ||
:: The available operators will depend on the selected source. Source values that contain... | :: The available operators will depend on the selected source. Source values that contain... | ||
:::* Set values will include the operators ''is'' and ''is not''. | :::* Set values will include the operators ''is'' and ''is not''. | ||
| − | :::* Dates will include ''before, after, today, yesterday, last 7 days, last 30 days'', and '' | + | :::* Dates will include ''before, before x days, after, today, yesterday, last 7 days, last 30 days, last x days, previous month'', and ''current month''. |
:::* Free text values will include ''is, is not, is less than, is greater than, contains'', and ''does not contain''. | :::* Free text values will include ''is, is not, is less than, is greater than, contains'', and ''does not contain''. | ||
:::* Counters will include operators such as ''is, is not, less than'', and ''greater than''. | :::* Counters will include operators such as ''is, is not, less than'', and ''greater than''. | ||
| Line 57: | Line 62: | ||
</blockquote> | </blockquote> | ||
| + | <blockquote style="background-color: #f2f2f2; border: solid thin #ffdab3;padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px;"> | ||
| + | [[File:Information.png|24px|left|link=|Information]] Custom fields P-T are of type '''Text''' and are excluded from being available to build criteria from for performance reasons. | ||
| + | </blockquote> | ||
== Columns == | == Columns == | ||
| + | [[File:custom_column_selector.png|right|400px]] | ||
| + | The ''Columns'' tab lets you define which columns will be available in the request list when you select the ''View''. | ||
| + | :* '''Available Display Columns''' | ||
| + | :: Click on any of the available columns to enable or disable them from being included in the ''Request List'' when this ''View'' is selected. The order of the columns can also be changed by a drag and drop of each of the available columns | ||
| + | :* '''Revert''' | ||
| + | :: The ''Revert'' button will put the list of selected columns back to the original default selection | ||
| + | :* '''+ Custom Column | ||
| + | :: If ''Custom Fields'' have been used in the design of your request forms, this option provides the ability to add columns to display the information captured in your custom fields. When adding a custom column you will have the option to | ||
| + | :::* '''''Column''''' | ||
| + | :::: Select one of the available custom fields that contains the information that you would like to display as a column on your ''View'' | ||
| + | :::* '''''Visible''''' | ||
| + | :::: Turn this on in order to activate this new column on your ''Request List'' | ||
| + | :::* '''''Language''''' | ||
| + | :::: Set the language for your ''Display Name''. This can be useful when sharing your View with other users that might use a different language. | ||
| + | :::* '''''Display Name''''' | ||
| + | :::: Provide a display name of your column which will be shown at the top of the column on the ''Request List'' when this ''View'' is selected | ||
| + | <br><br> | ||
| + | |||
| + | <blockquote style="background-color: #f2f2f2; border: solid thin #ffdab3;padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px;"> | ||
| + | [[File:Information.png|24px|left|link=|Information]] Custom fields P-T are of type '''Text''' and are excluded from being available to display for performance reasons. | ||
| + | </blockquote> | ||
== Charts == | == Charts == | ||
| Line 67: | Line 96: | ||
:* [[Charts]] | :* [[Charts]] | ||
| − | :* [[My Dashboards]] | + | :* [[My Dashboards]] |
| + | <br> | ||
| + | <br> | ||
== Share == | == Share == | ||
| Line 83: | Line 114: | ||
<br> | <br> | ||
<blockquote style="background-color: #f2f2f2; border: solid thin #ffdab3;padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px;"> | <blockquote style="background-color: #f2f2f2; border: solid thin #ffdab3;padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px;"> | ||
| − | [[File:Information.png|24px|left|link=|Information]] Views can only be edited by the owner, user's who have had the View shared with them can't edit the View criteria nor create charts for their Personal Dashboards from shared views. A shared ''View'' in many cases will not result in the same results in the ''Request List'' as the user may have different access rights and visibility of requests. | + | [[File:Information.png|24px|left|link=|Information]] Views can only be edited by the owner, user's who have had the View shared with them can't edit the View criteria nor create charts for their Personal Dashboards from shared views. A shared ''View'' in many cases will not result in the same results in the ''Request List'' as the user may have different access rights and visibility of requests. A User with whom the ''View'' is shared will only be able to view Custom Fields, these will only be available to the Creator of the ''View'' when exporting. |
</blockquote> | </blockquote> | ||
| − | [[Category:Service Manager]] | + | === Manage Shared Views === |
| + | There may be occasions when a user is no longer using Hornbill and they have left behind Views which were shared with other users. A Hornbill User that has the Role '''Service Desk Admin''' will have an option from the Views menu, under ''Shared Views'' titled ''Manage'' from where they can manage all shared Views. These actions include | ||
| + | :* '''Change Owner''' | ||
| + | :* '''Make ''Me'' Owner''' | ||
| + | :* '''Delete''' | ||
| + | |||
| + | [[Category:Service Manager]][[Category:HDOC]] | ||
| + | --> | ||
| + | [[Category:HDOC]] | ||
| + | <!-- /servicemanager-user-guide/request-list/views --> | ||
Latest revision as of 00:28, 30 April 2024
This document can now be found at its new location in the Hornbill Document Library.
