How to create a view

Views help filter and organize tickets so your team can prioritize and resolve customer issues. Before you begin building a new view, we recommend planning how you'd like to organize tickets.

• Think about common criteria that your tickets share, like Status, Type, or Group
• If there are other ticket attributes you want to be able to filter or sort your tickets by, capture those attributes in a custom field
  
  • If you need inspiration, consider creating an About field
  • Some custom field types cannot be used in views. For more detail on which kind of custom field to use, see Using custom ticket fields in business rules and views.

Instructions

1. In Support, click Admin icon () > Manage > Views.
2. Click Add view.
3. Enter a title for your view.
4. Select conditions to filter your tickets by, like those you considered in the planning stage above.
   • Note: Adding conditions under Meets ALL of the following requires that all selected conditions be met. Adding conditions under Meets ANY of the following requires that any single condition listed be met. For more information, see What is the difference between meet all and meet any conditions?
     
     
     
5. Choose columns that you'd like to appear in the view
   
   
   
6. Select who should have access to this view
   
   
7. Click Save.

 For more information on building views for efficiency and scale, see Best practices for creating views.