Difference between revisions of "Request List Views"
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(Created page with "==Introduction== When more complex filters are required you can construct a filter using a the criteria builder === Creating a new View === # From the Filter drop down select...") |
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| + | __NOTOC__[[Main Page|Home]] > [[Service Manager]] > [[Request List]] > Views | ||
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==Introduction== | ==Introduction== | ||
| − | + | The Views provide a way of defining and storing a number of different views of the requests that you have access to. A criteria builder lets you specify which information it to be displayed on each view giving you quick access to particular sets of information. | |
=== Creating a new View === | === Creating a new View === | ||
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#** Counters - is, is not, less than, greater than. | #** Counters - is, is not, less than, greater than. | ||
#* Value - The value to compare the source with, based on the set operator. | #* Value - The value to compare the source with, based on the set operator. | ||
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| + | [[Category:Service Manager]] | ||
Revision as of 14:47, 7 August 2015
Home > Service Manager > Request List > Views
Introduction
The Views provide a way of defining and storing a number of different views of the requests that you have access to. A criteria builder lets you specify which information it to be displayed on each view giving you quick access to particular sets of information.
Creating a new View
- 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.
- Source - The first option is to select the source of the data. Options will include all data that can be stored against a request