Views - Folders

Answered

11 Comments

  • Nils Zwicker

    Hello Jamie,

    other user want the same.
    You can add your wish here: https://support.zendesk.com/hc/en-us/community/posts/203421466-Categorize-Views

    Best Regards,
    Nils

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  • Graeme Carmichael
    Community Moderator

    Jamie

    Mentioned in the article comments that Nils mentioned, you will see reference to Quickie, an app in the marketplace. It may give you some of the features you are after.

     

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  • Jamie Gregory

    Thanks for your input guys.

    However, Quickie does not allow you to put views into folders. It's simply a top bar feature that shows all your views from it. It's their "Lovely Views" app that creates the folders. Instead they market Quickie as an organisational tool, which it isn't.

    Lovely Views also costs $30/month. No thanks.

    I don't understand why this hasn't been implemented by Zendesk yet? This is a simple, yet effective tool so why hasn't this already been done?

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  • Graeme Carmichael
    Community Moderator

    Jamie

    Sorry that Quickie is not for you. I just want to make  sure that you are not missing out on something useful to you.

    In Quickie, you can create nests of views by applying a naming convention to your views. So, it kind of acts like folders. Similar to how you nest macros using '::' to separate the sections. For example:

    • Your unsolved tickets::My View 2::Another View1

     

     

     

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  • Jamie Gregory

    Hi Graeme,

    How do you create the nests? Mine currently looks like:

    As you can see I want to group Power Seller and Power Leveler tickets into their own groups.

    I cannot seem to find a guide how to do this on their website or on the app's marketplace?

    Many thanks,

    Jamie

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  • Graeme Carmichael
    Community Moderator

    Just rename your views, separating the groups with two colons.

    • Power Seller::Order Dispute
    • Power Seller::Disputed Transactions
    • Power Leveling::Order Dispute
    • Power Leveling::Disputed Transactions

    and ensure they are listed together in your list of views.

     

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  • Jamie Gregory

    Seems you're right! :D

    I have now organised them as so:

    However it now makes my Views page look a bit unorganized with the colons but it's the lesser evil so I will leave it like this. UNTIL ZENDESK ACTION THIS!

    Thanks again Graeme!

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  • Hans Latour

    What do I do wrong? I still see the view without "folders"

     

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  • Graeme Carmichael
    Community Moderator

    Hans

    The View pane provided by Zendesk does not offer the folder feature.

    Folders are available in a free third party app,'Quickie'. An administrator can install that in your account from the Zendesk Marketplace.

    It is the Quickie app that displays the Views within folders in its own menu.

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  • Nicole Saunders
    Zendesk Community Team

    Hi all - 

    Product is looking into what they can do to improve views, and they have some specific questions about use cases and problem statements. Go share your experiences! 

    Community Discussion: How do you use Views?

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  • Tom
    I have described the View categorization (subviews, dropdown view) in detail and explained the benefits of it.
     
    Please visit my article (below) and vote for it if you think that it would be beneficial for you too!
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