Customizing Table Columns in SysAid

The Customize view window is where you set up a table the way you want it: configure which columns appear, which filters you apply, and save that as a view you can go to at any time.

The same window serves almost every table in SysAid, with the same controls in the same places, so the steps you learn on one table apply to the rest. The service record queue is the exception and has a panel of its own.

Available for:

Customers using SysAid Spaces. If you're using SysAid Classic, see Customize List Form.

How it works

Open the Customize view window with the columns icon in the toolbar above the table.

The window covers both halves of the job: which columns and filters the table shows, and which view that arrangement is saved to. It opens on whichever view you currently have selected, so you can edit that one in place or save your changes as a new view without leaving the window.

To switch between saved views without changing them, use the View drop-down on the page itself.

Nothing takes effect until you save, and closing the window without saving leaves the table as it was.

Please note:

The Customize view window opens as a separate browser window, so allow pop-ups from your SysAid address.

Access and permissions

The Customize view window needs the SysAid Administrator permission. Without it, the columns icon does not appear in the toolbar.

The service record queue works differently. Changing its columns needs the Can save custom personal views permission instead.

To learn more, see Managing Agent and Admin Permissions.

Limitations

Some built-in views are used by other parts of SysAid rather than intended for everyday browsing, so customizing one changes behavior elsewhere in the product. Create your own view rather than editing a built-in one.

What you can change

• Configure Columns holds two lists. Move a column between All Columns and Visible Columns with the left and right arrows, and change the order of the visible ones with the up and down arrows. Columns appear in the table in the order they appear in Visible Columns.

• Filter Menus lists the filters sitting above the table, with Add, Edit, and Remove beside it and up and down arrows to reorder them. See Working with filters below.

• Static Filter holds a query that applies to every result in the selected view. See Working with filters below.

• Save as decides where the arrangement goes. Keep Existing view to overwrite the view you opened, or enter a name to save it as a new view instead.

To save your changes, click Save. Return to Default discards your arrangement and restores the default one. Delete view removes the view currently selected under Existing view.

For more on creating, editing, and deleting views, see List Views.

Working with filters

SysAid provides a large set of predefined drop-down filters. Filter Menus control which of them sit above the table.

Enabling or disabling a filter

1. Select the filter in Filter Menus.

2. Click Edit. The Customize Filter view opens.

3. Select or clear the Enable Filter checkbox.

4. Click Close to return to the Customize view window.

5. Click Save.

Reordering filters

1. Select one or more filters in Filter Menus. Hold SHIFT or CTRL to select several at once.

2. Use the up and down arrows to move them.

3. Click Save.

Filters display left to right above the table, in the order they appear in Filter Menus.

Adding a filter

You can build a filter on a custom list field you have already created. See Create a Dropdown Filter.

Removing a filter

1. Select one or more filters in Filter Menus. Hold SHIFT or CTRL to select several at once.

2. Click Remove.

3. Click Save.

Using a static filter

A static filter applies to all results shown in the selected view and can only be removed by returning to the Customize view window. Enter the query in Static Filter, or for help building one, contact our support team at the SysAid Support portal.

Where you'll find it

Click the columns icon in the toolbar above the table on any of these pages:

Two other places send you here rather than being tables of their own. Escalation rules and SLA timers both ask you to add a new timer as a column before it shows up, as covered in Timer Forms. Adding a custom field as a column is covered in Create/Edit Custom Entity Column.

Please note:

The service record queue does not use this window. It has a column panel built into the queue itself, opened with the cogwheel icon in the top right corner of the header row, and its configuration is per user, so what you set up does not change what your team sees. See Configuring Queue Columns, Filtering and Sorting the Queue, and Creating and Managing Queue Views.