Service record queues can quickly become overwhelming, particularly when handling high volumes. Filters help you narrow down records to focus on what matters most: whether it’s urgent service records, requests from a specific department, or open issues assigned to your team.
With the addition of AI-driven filters, you can now go beyond manual selection. Instead of clicking through multiple filter menus, you can simply describe what you’re looking for in plain language, and the system will adjust the queue for you. This saves time, reduces clicks, and makes it easier to find the records you need.
How it works
Filters in SysAid Spaces are divided into two types: manual filters and the AI filter.
Manual filters
Quick filters
You can apply quick filters to refine the queue according to your specific needs.
Assignee and Status filters
Click on the Assignee or Status filters at the top of the queue, and search for and select the desired field value(s) from the list.
Column filters
Filter one or more individual Columns within the queue. You can add additional filters to the queue content by filtering individual Columns by one or more of their field values.
To do this, hover over any displayed Column’s name and click the filter icon.
You can select multiple column filters and apply them directly from the queue, which then displays a combined result of all filtered values.
.gif)
Static filters
Open the Filters menu at the top of the queue and manually select fields and conditions (e.g., Status = Open or Priority = High). The queue will update in real-time as you apply each selection.
Any quick filters you’ve already applied will also appear in the Filters menu for visibility.
.gif)
AI filter
In the Filters menu, you’ll now see an AI Filter free-text field. Type what you want to see, for example: “Show all urgent incidents assigned to me”..gif)
When you submit, the AI interprets your request and updates the queue. The static filters are also updated accordingly, so you can see precisely how your request was applied.
AI filter restrictions:
AI filtering works only with default fields. Custom fields are not currently supported.
Only simple “OR” conditions are supported (e.g., Status = Open OR Pending).
When filters are active, the Filters button shows an indicator.
To reset, click Clear all. This removes both manual filters and any AI input.