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This feature is still in development: Global Views| Panel | ||
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A Global view is a set of filter criteria (specific report layout) that the administrator can save and provide to the customers. When the JSM customers open such Global view in the Advanced Requests Report, they will see the same set of filters that the administrator has set for them. |
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As a JSM Help Center administrator, you can create a certain report layout and save it as a Global view, so that your JSM Help Center customers can access it later.
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Create a Global report layout for your JSM Help Center customers per project. → 1. Save a set of search and filter criteria as а Global view. → 2. Give custom name to it. → 3. All portal JSM customers can access the saved Global view later. |
Onboarding dialog will appear to announce that the Global views option is already available only for the JSM administrators. After the first opening, the onboarding dialog will be automatically dismissed.
The JSM administrator has already selected some filter criteria.
In the upper left corner on the screen (of Advanced Requests Report view) there is a button option Saved views that provides the option to save this set of filters as а Global view.
4. On click a drop down menu with an option to Save new Global view will appear.
5. When Save new Global view is clicked an option appears to name this view and save it. For example: Custom Report 1.
6. After saving this view, the given name: Custom Report 1 appears on the Saved views button with a label that it is a Global view.
7. All views can be accessed from the Saved views menu.
8. The Global view Custom Report 1 can be deleted any time by the administrator using the bin symbol at the end of the named view.
What JSM Help Center customers see
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Global views cannot be deleted by the portal customers. |
