Accessing and using the Views admin page

Fastpath: Admin Center > Workspaces > Agent tools > Views

You can create views to organize your tickets into lists based on certain criteria. You can access all of your default views and any views you've created on the Views management page.

This article covers the following topics:

• Accessing the Views admin page
• Filtering the list of views
• Sorting the list of views
• Reordering views

Accessing the Views admin page

All of your available views can be managed through the Views management page.

To access the Views admin page

• In Admin Center, click Workspaces in the sidebar, then select Agent tools > Views.

  The Views management page opens.

  On the Views management page, active views appear by default. Click the Inactive tab to see views that have been deactivated. You can browse the list of views or you can search for a specific view in the search box. If you have a large number of views, the list of views is paginated.

Filtering the list of views

You can filter the list of views by the availability applied to them.

To filter your list of views

1. In Admin Center, click Workspaces in the sidebar, then select Agent tools > Views.
2. Click the All shared views drop-down menu.
3. Select the views you want to display:
   • All shared views, views shared with any of your agents.
   • Views shared with all agents, views that are available to all of your agents. Views that are restricted to a subset of agents will not appear.
   • Personal views, views available only to you.
   • Views available to specific groups, a list that varies depending on the groups you have shared your views with.
   Return to the unfiltered list by clicking the drop-down menu and selecting All shared views.

Sorting the list of views

You can sort your list of views on a number of properties, including:

• Position
• Name
• Created date
• Updated date

To sort your list of views

1. In Admin Center, click Workspaces in the sidebar, then select Agent tools > Views.
2. Click the Sort by menu () in the upper right, then select an option.

   

   The views are reorganized based on your selection.

Reordering views

If you want certain views you use frequently to appear higher on the list, you can adjust the list order. Agents can reorder only personal views, while administrators can reorder both shared and personal views.

There are some limitations to reordering your views list:

• You can only reorder views on the same page. If your views list is more than one page, you may need to change the sorting order of the list to reorder them in the way you want.
• If your list is filtered by a specific group, you may not be able to reorder it.

To reorder your views

1. In Admin Center, click Workspaces in the sidebar, then select Agent tools > Views.
2. Click the options menu () in the upper right, then select Reorder page.

   

3. Click and drag the names of views to adjust the order.
4. Click Save at the top of the page.

Tip: If you're trying to reorder the tickets within a view, not the list of views itself, see I can't reset the order of tickets in my view after selecting a column header.