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Creating and editing views

A new dialog opens for creating and editing a view. This dialog is also used when a new view is to be created from a global search.

A view consists of a Ticket filter, the view options and optionally the user groups with which this view is shared.

Ticket Filter

The basis of a view is always a Search Phrase, the search for specific criteria in the list of tickets. The list is filtered by the search phrase and shows only the entries that match. It is therefore advisable to test the search phrase in the ticket list and, if necessary, create a new view from there so that the phrase is transferred directly to the dialog. The syntax of the search phrases is described in the global search.

The Grouping of tickets does not only create a view but also a new group in the view list. The group entries then consist of the corresponding values of the selected group. Some groupings support the separation of individual words in the grouping. An additional checkbox can be used to decide whether the individual words should each form their own group, or whether the entire term should create a group. For example: the grouping "Hello World" creates the groups "Hello" and "World" when this option is activated.

For grouped views with a hierarchy, such as the resource view, you can configure whether only the directly assigned tickets or, as before, the tickets of the sub-nodes are displayed in the nodes.

Note: Grouping by Groups supervised by me refers to groups, or teams, in which the user is a supervisor. The difference between the Resources and My Resources entries is that in the first case all resources for which the supporter has been granted permission by any means (group, resource or individual permission) are used for grouping, while in the second case only resources for which the supporter has been explicitly granted read or write permission at the resource level are used for grouping.

The Dependent on view field field can be used to further refine the list of tickets. Only tickets that are part of both the selected view and the results of the search phrase will be displayed.

View options

The name of the view, a description and a user-defined icon are stored in the view options. All fields are optional and are automatically assigned with default content if no entries are made.

Sharing a view

As soon as a view is shared for user groups, it is available to all users of these groups in the list of views.

Note: It is not possible to make a view private again afterwards. All authorizations can be withdrawn and the view can be removed.

Default Views

The i-net HelpDesk server is delivered with a number of default views. These views can be changed due to adjustments to the way the company works with the product. The table below shows a few selected views and their search phrases to be able to restore them.

Name of the view Description Search Phrase Depends on view
Unread Tickets Open and authorized tickets with the status unread Status:"Bestätigt" -
Recently changed Open ticket which was changed in the last week Last change:7d -
Appointments Tickets with an appointment today or in the future Next-appointment:>1d -
Reminder Tickets with a reminder date Status:"Wiedervorlage" -
Untouched Tickets Open tickets with no change for a month Last-Modified:<1m Open Tickets
Old Tickets Open tickets that were created over a month ago Inquiry-Date:<1m Open Tickets

Note: As soon as a search phrase listed above is used, the name and description are also filled in automatically.

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Help - Creating and editing views