Customize your view

Most pages allow you to customize your view, including searching for requests and inventory; filtering data; and adding or removing columns on a page.

Important: The following image shows the All Requests page. The Request ID and Assign to Me do not appear on pages, such as Manage Users or View All PMs.

All Requests page overview

Search

Universal search is used to search for requests and inventory.

Note: Universal search checks the following fields:

  • Requests: Description, Request Creator User, Building, Purpose, Problem Type, Budget Code, Assigned To, Request ID, and Notes
  • Inventory: Inventory Name, Part Number, and Description

Filters

On customizable pages, you can sort, group, or filter data by column. Choose specific data to see by clicking the flexible filtering icon Flexible filtering icon..
Filter column options.

To sort, group, or filter data:

On a customizable page, click the applicable column.

Do one of the following:

  • Click the filter icon Filter icon. to apply a filter.When a filter is applied, a filter icon appears in the column header.
  • Click the flexible filtering icon Flexible filtering icon., and then select the data you want to display.
  • Click the flexible filtering icon, select Sort Ascending or Sort Descending, and then click Filter at the bottom of the pop-up.

After you add filters, you can save them for that page. Filters are page-specific.

Important: Pages save your most recent filters to create a customized view, even if you change pages or log out.

To save filter settings:

  1. Set any filters and columns you want.
  2. Select Actions > Add New Saved Filter.
  3. Enter a name.
    Add New Saved Filter pop-up.
  4. Click Save.

After you save a filter, the page updates and uses that filter. The filter is available from the Select Saved Filter drop-down.

Columns

You can add or remove the columns that appear on a page.

To add or remove a column:

Note: All custom fields for requests are available as selectable columns.

Do one of the following:

  • Click Add, re-order, or remove table columns. The Select Columns pop-up appears. Make your selections, and click Save.
    Select Columns pop-up.
  • In a column, click the flexible filtering icon, and then next to Columns, click the column selector icon. This option lets you select and deselect columns, but not change their order.