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Forums / Reference Guide / Views

Views

Submitted Feb 17 by Mikkel A Svane

The VIEWS tab i available for admins and agents only. It contains the ticket views configured under the MANAGE tab. The Views tab displays three types of ticket views: 1) system-wide views, 2) personal views and 3) SLA service target generated views. As for the latter see the section on SLA Service targets. Your personal views are editable from your personal profile page.

Only active views that contain tickets are displayed. This is to prevent too much clutter in the interface. If for example you have a ticket view displaying tickets updated within the last 24 hours, and no tickets have been updated within the last 24 hours, the ticket view will not be displayed.

The top part of every view contains the following elements:

List | Table | Tags | CSV | RSS | Edit

The first three can toggle between the three view options, List view, Table view or Tag cloud view. Please refer to the section on configuring views for further information on this. 

If a view is displayed in Table view, each row in the list will carry a checkbox at the utmost right. By selecting one or more of these checkboxes a bulk update window will appear under the table. Simply type in the actions you want to employ on the selected tickets and click submit. Actions are similar to those in the regular single ticket view (please refer to separate section on this), including the ability to delete tickets (admins only).

The CSV link exports all tickets in the current view as an CSV file (comma separated values).

The RSS link is for an RSS feed of the relevant view. Please be aware that your RSS reader must support authentication in order to accept Zendesk ticket feeds.

The Edit link takes you to a page where you can edit the conditions and layout of the relevant view. Please refer to the section on configuring views for further information on this. The Edit link is only available for Admins. 

Active views

Next to the ticket view there's blue content box with active views, mimicking what you see if you hover your mouse over the VIEWS tab. But here you also have the option of adding a new help desk wide view (admins only), a private view and managing your private views.

Browse

Below the content box with Active views there's another box with three links.

Ticket by properties

This feature allows you to look up tickets based on their properties, as if defining a ticket view. The conditions are identical. But this feature is especially helpful if you need to perform a bulk update on tickets that are not necessarily represented in a common view. You can save any lookup you have performed as a dedicated view.

Tickets by tags

By browsing tickets by tags you are presented for a tag cloud with the 50 most popular tags. After each tag you have the number of tickets that carries this tag in parentheses. Selecting a tag will show you the tickets that carries the tag. And its related tags in cloud. Clicking a related tag will show you a list of tickets that carry both the first and the second tag you've selected. And so on.

Topics by tags

Browsing topics by tags does the same thing as browsing tickets by tags, except that this isn't tickets but forum topics.

 

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