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Creating a view based on timeframe?

Answered


Posted Mar 24, 2022

Is there a way to create a View based on for instance a months, i.e. All tickets created during the month of February?

Struggling with this one...

//Niklas


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8 comments

Hi Niklas, 

Not only is this possible, it's MUCH easier than it used to be. You don't have to use the hours since creation anymore! I just discovered there's a lovely new option for views, "Created At", that lets you use a date. For example, something like this should work: 

I have the "Status is not New" so that there is a rule that applies to the status, group, or assignee in the ALL section, which is a requirement for views. You could use all kinds of things here if you did need new tickets, for example, "Assignee is not <some person who never takes tickets>", would also be a way to meet this rule and generally get back all tickets from that time period. 

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I don't have that option....

 

//Niklas

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We are also interested in this but do not see a "Created at" option in any of our instances (whether it is the Support UI or Agent Workspace. Is this something that is coming soon or only on certain instances?

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Chandra Robrock

Most Helpful - 2021Community Moderator

I just checked and I don't see these options within my own instance either.

CJ Johnson Do you by chance have a custom date ticket field called Created At? If so, that would explain why you have those options but others (including myself) do not. 

Otherwise, I can circle back with Zendesk's team to see if we can get some clarity here. Thanks in advance!

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Yup, "Created At" is a custom field we use, turns out that's why I had it as an option! 
Sorry, looks like the only standard way is still to calculate based off the Hours Since Created "less than" and Hours Since Created "Greater Than" to timebox a view. 

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Chandra Robrock

Most Helpful - 2021Community Moderator

CJ Johnson No worries at all & thanks for helping confirm that theory! I think we were all just jealous. That definitely looks like a helpful field & filter. :) 

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Sydney Neubauer

Zendesk Luminary

CJ Johnson how did you create that custom field to get the dates to work out of curiousity?

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This is a great solution for the lack of set-date options in Views :) 

For anyone wondering how to do this: 

1. Create a custom date field and name it whatever you prefer.

2. Create a trigger with the following conditions:

(Note: "Created Date" here is the name of the custom field in our instance)

This trigger will fire exactly once when any ticket is created and sets the current date to your custom field. Extra parameters can be added to this trigger to only target tickets of a specific type or for when a ticket receives an update, for example. 

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