How to Manage Ticket Views
Ticket views are predefined filters and saved filters which can be created by the agents and can be shared organization-wide or to a group or can be kept private depending on the need.
Ticket views list page
It lists all views of an organization irrespective of the access scope and the ownership.
The ownership of a view displays who created the view, along with the access scope of the view, the status of the view and whether the view is public or private.
Ticket views are comprised of two categories namely:
- System views.
- Custom views.
1.System views
Default and System views are pre-defined views. They are public and can be accessed by people in the organization. System views cannot be edited or deleted but can be deactivated in case one doesn’t need to use them; you can use the View option to open the ticket view and the Deactivate option to disable the specific ticket view. There is also an option to view the status of the ticket views as either Active or Inactive.
Also, there is an option to Activate the deactivated views.
To know more about the predefined system views, Check out this reference,predefined-default-ticket-views-filters.
2.Custom views
Custom views are views which are created by the agents. A custom view can be created using basic or advanced filter from the ticket list page.
Custom views can be created as public or as private. Custom views as public view can be shared to the entire organization, whereas custom view which is created in private can only be accessed by the individual. Apart from creating these views, they can also be shared to groups.
What is an access scope
The Access Scope is a property which defines the access level of each view.
The following are three access scopes :
- Public/visible to any agent – Views are accessible to everyone.
- Private – Views are accessible to the owner.
- Group – Views are accessible to the selected groups.
Change ownership of the view
You can change the ownership of the view by using the Change Owner option. The Change Owner option enables the user to choose any agent as the owner of the ticket view. After changing the owner, you can edit the view. One can only delete their own views.
Accessing ticket views
To access the ticket views in the admin module, the user should enable the Manage ticket views permission.