The following guide provides step-by-step instructions on how to create, access, edit, share, and delete custom views, as well as how to add custom views to your Dashboard.
Not what you were looking for? Perhaps one of these other guides will help:
- Navigating Tickets - A help guide that provides details on how to use ticket view filters as well as general ticket information.
- Working with Assets - A help guide that provides details on types of assets, using filters when searching for assets, editing assets, and how to print asset labels.
You can use the following links below to quickly navigate to a specific section in this document. To quickly return to this index simply use the Return to Index link located at the end of any section.
- Introduction to Custom Views
- Accessing Custom Views
- Editing and Deleting Custom Views
- Manage Shared Views
- Adding Custom Views to your Dashboard
Introduction to Custom Views
Custom Views are saved filtered searches that can be created for Tickets, Assets, and Users. You can create new views from the left sidebar. Clicking the New View button will open the View Designer window.
From here you will be able to add filters to curate the data set for your custom view. Tickets, Assets, and Users can be filtered by a number of variables. In addition to using filters to curate the appropriate data set, you have the ability to further manipulate the view of your data by sorting, reordering, and hiding columns within the view.
This tab of the View Designer is where you can name your custom view as well as apply filters by using the Add Filter button.
This will open up the filter selection window. You can use the left column to narrow down your filter category and then select what filter type you'd like to use from the options on the right side of the window.
Next, you'll be asked to select the specific data you'd like to display from the chosen filter category.
Alternatively, you can select the Exclude checkbox to search for all tickets that do not match your selected criteria.
After hitting Save Selection, you'll see your filter displayed above the list of tickets in your view. You can continue to use the Add Filter button to apply multiple filters to your view, allowing you to be as broad or as specific as needed.
The columns tab allows you to select what columns of information you want in your custom view.
You can quickly add and delete columns of data as needed. Additionally, you can change the order of your columns in your custom view by rearranging the data options listed underneath Selected Columns. Please note that the top to bottom ordering of this list will translate to a left to right ordering of your custom view columns.
The options at the bottom of this tab allow you to select what data you would like to sort your view by as well as the total number of items you'd like to see displayed on the page.
You can share any saved custom view you've already created using the Sharing tab. This gives administrators and agents with the correct permissions an easy way to design and push out views they feel would be helpful to agents around the district.
Using the drop-down menu you can select the desired user(s) you wish to share your view with. Once added, these individuals will see this view appear alongside their own custom views.
Additionally, you can easily change the access level and even ownership of this custom view by selecting the Pencil icon on the right-hand side of any user.
Accessing Custom Views
All of your custom views are easily accessible using the left navigation bar of either the Ticket, Assets, or Users section.
Editing and Deleting Custom Views
To edit or delete a custom view, click the View Settings button in the upper-right corner of the view in question. This will reopen the View Designer. From here you can make any changes to your custom view as needed.
Alternatively, you can delete the view by clicking on Delete View in the bottom-left of the window.
Managing Shared Views
You can manage custom views that are shared by other agents or admins. Under the custom views click on the Manage Shared Views link. Here you can control the visibility of the custom views that are shared with you.
Adding Custom Views to your Dashboard
Custom views can be added directly to your Incident IQ dashboard, allowing you to access the views most relevant to your work as soon as you log in. To begin editing your dashboard, access your profile options in the upper-right corner of Incident IQ.
The dashboard designer will be displayed. Your custom views will be displayed as Available Components at the bottom of the dashboard designer. When added to your Dashboard Layout, you can then select one of the following widths for the view:
You can also drag and drop components to rearrange the order in which they will be displayed.