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 any of the customizable pages, you can click a column to add filters. The column header has a filter icon (Filter icon. ) when a filter is applied.

To sort a filtered column in ascending or descending order, do one of the following:

  • Click Filter icon. (filter icon) and Sort icon. (sort icon) appears.
  • Click Flexible filtering icon. (flexible filtering icon). Select Sort Ascending or Sort Descending, and then click Filter at the bottom of the pop-up.

After adding specific columns or filters, you can save them. Filters are page-specific.

Important: Pages save your most recent filters to create a customized view (even if you have changed pages or logged 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.

Once a filter is saved, the page updates and uses that filter. The filter is available for use by clicking the Select Saved Filter drop-down.

Columns

Sort, group, or choose specific data to see in a column by clicking Flexible filtering icon. (flexible filtering icon).

Sort column menu.

You can also add or remove columns to control the filtering options on a page.

To add or remove a column:

Note: All custom fields for requests are available as a selectable column.
  1. Click Add, re-order, or remove table columns. The Select Columns pop-up appears.
    Select Columns pop-up.
  2. To add a column, from the Unselected section, select the column you want to display and then click the right arrow.
  3. To remove a column, from the Selected section, select the column you want to remove and then click the left arrow.
  4. To change the order columns appear, drag and drop in the desired order.
  5. Click Save.