Creating a Special View for a List

 
Author
Message
SysAid Technical Writer
7
 
A Tip from Sarah Lahav, the Head of SysAid Customer Service and Support Team

You can direct SysAid to show you only certain relevant fields from any of your lists by creating a special view. A View in SysAid is a list screen which displays only the field items and information you have previously selected. The view has a name and is easily selected from the View dropdown menu located at the top of the page (to the right of the icons). Views determine which values, and which of their columns (such as “title” or “priority”), appear in lists. Using different views means listing different values and showing different fields.
One view, for example, might show only the title and description of new service requests. Another view might show only the category and priority of closed service requests.

Select a particular view in the following interfaces:
Service Request List and the Activities page (Help Desk)
Asset List, Software Products, Catalog and Supplier List page (Asset Management)
Project List, Task Activities List (in the Tasks/Projects interface).

You can create your own views. Some views, such as EndUser, arrive as a default. The EndUser view, for example, controls the lists end users see when viewing their old service requests (End User Portal). You can create a new view for printing purposes and select only those fields necessary.