Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

In addition to the basic searching and filtering of tickets in the Customer Portal, it is also possible to better adjust the search results.

Here you can find instructions of the basic search: https://opuscapita.atlassian.net/wiki/spaces/HTUCSP

There is the advanced search instruction below

...

Advanced requests view

...

1. You can filter requests by different criteria.

Expand
titleCriteria
  • Service Desk:

    • Customer Services - there are all tickets available for a specific user

    • Service Status Portal - it includes all announced maintenance work

  • Request type

  • Created (date or time range)

  • Updated (date or time range)

  • Resolved (date or time range)

  • Request status

  • Created by

2. There is a possibility to choose which columns you want to display.

Expand
titleMoreover...

You can change the order of these criteria by dragging and dropping the columns.

* LC body column displays the last comment in a certain ticket.

3. If you want, you can customize criteria by selecting the appropriate options.

Expand

...

titleCriteria

...

  • Service Desk:

    • Customer Services - there are all tickets available for a specific user

    • Service Status Portal - it includes all announced maintenance work

  • Request type

  • Created (date or time range)

  • Updated (date or time range)

  • Resolved (date or time range)

  • Request status

  • Created by

2. There is a possibility to choose which columns you want to display.

Moreover, you can change the order of these criteria by dragging and dropping the columns.

* LC body column displays the last comment in a certain ticket.

3. If you want, you can customize criteria by selecting the appropriate options.

customizing
Image Added

4. In order to search, just enter the appropriate phrase in the search window.

Expand
titleSearch by:
  • key (ticket number)

  • summary (ticket title)

  • description

5. There is an option to save filter results.

In order to

...

Expand
titleSaving filters
Image Modified

Then that filter will be visible on the left. Of course filters are editable: you can edit their names, copy them, delete them or even save as default.

Image Added

6. The left panel shows the default filters and all the ones you save.

Expand
titleTip

You can hide the panel by the arrow.

Image Added

7. The export of results is allowed up to a maximum of 1000 records.

Expand
titleExporting filter results

Just remember to choose the correct delimiter to export your results properly.

Image Added
Info
  • The exported file contains columns and field values which were visible on the requests screen.

8. It is also possible to select the number of results to be displayed in the result list.