Queue Views

Queue View

 Queue Views are sets of configured Columns, Filters, and sorting that a user defines inside the Queue Grid to save for future use. 

Queue Views can be used by Admins according to their granted permissions.

This document describes Queue View capabilities and gives an overview of how to:

• Set a Default Queue View
• Modify a Queue View
• Delete a Queue View

Set a Default Queue View

Set Queue View as Default

 

The Default Queue View is the Queue landing page that appears upon opening the Service Desk.

Every Queue’s Default View is initially the “All Active Service Records” Out of the Box (OOTB) View, configured by SysAid.

This View displays all Service Records whose Status Class is defined as “Open”.

You can choose to keep “All Active Service Records” as your Default Queue View or to create your own and set it as the default View.

The Queue View you set as your default, whether OOTB or one you create, cannot be modified or deleted.

Replace your System Default OOTB View

To replace a Queue View as the Default View, click the [three dot icon] and select Set as Default from the dropdown menu. 

Modify a Queue View

Reset a Queue View

 

Queue Views can be modified to display different content than what was previously displayed. 

Modifying a Queue View can involve:

• Reverting the Queue to your initial Queue View
• Saving displayed Queue content as a new Queue View
• Modifying the existing Queue View and saving them as an update

You can perform these modifications using the [show reset button] button.

The Reset button is triggered to appear when you make a change to your Queue.

• To revert the displayed Queue View to the initial one you created, press the Reset button once it appears
• To save the displayed Queue content as a new Queue View, click the [three dot icon] after you reconfigure the displayed content and select Save as from the dropdown menu
• To update the displayed Queue View’s content, click the [three dot icon] and select Save from the dropdown menu

Rename a Queue View

Save a Queue View

 To rename a Queue View, select the [three dot icon] next to the View’s name and select Save as from the dropdown. This will trigger the popup shown above, where you can Save the View under a new name.

Delete a Queue View

Delete a View

 

You can delete all Queue Views you’ve created, except for the Queue View set as your default Queue View.

Deleting a View is a permanent action that can’t be undone.

To delete a Queue View, click on the [three dot icon] and select Delete from the dropdown menu.