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How to Save Activity Filters as Views

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In this article, you will learn how to filter activities using filters and save the filters as views.

To apply a filter, follow the given steps:

  1. Open an activity list page.
  2. Click the Filters option on the right side to open the filter panel.
  3. Choose some criteria as per your need and click Apply. After applying a filter, the activities matching the selected criteria will be listed.

Filter.png

For example, in the following screenshot, the selected filter criteria are

Status – In, Open

Similarly, you can select the required criteria.

Advanced_filter.png

Advanced Filter Supported Fields

Field Description Operators
Assignee Filters activities which are assigned to the selected agents. Is In
Priority Filters activities which belong to the selected priorities. Is In
Status Category Filters activities whose statuses lie within the selected status category. Is In
Status Filters activities which belong to the selected statuses. Is In
Due Date Filters activities based on the selected date range of resolution due. Between Relative Date
Start Date Filters activities based on the selected date range of the start date of the activity. Between Relative Date
End Date Filters activities based on the selected date range of the end date of the activity. Between Relative Date
Created On Filters activities that are created on the selected date presets or custom date range. Between Relative Date
Last Modified On Filters activities which are modified based on selected presets or custom date range. Between Relative Date
Contact Filters activities that are linked to the selected users. Is In
Created by Filters activities that are created by the selected users. Is In
Ticket ID Filters activities that are linked to the specified ticket IDs. Is In
Ticket Update ID Filters activities that are linked to the ticket update IDs. Is In
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