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A Global view is a set of filter criteria (specific report layout) that the JSM projectadministrator 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 project 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 to for your JSM Help Center customers per project. → 1. Save an already created 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 firs time, the onboarding dialog will be automatically dismissed.
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→ The JSM project 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.
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On click a drop down menu with an option to Save new Global view will appear.
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52. Clicking on When Save new Global view is clicked an option appears to name this view and save it. For example: Custom Report 1.
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63. 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.
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7In addition, you can copy the URL of a Global View for quick sharing of the predefined report view:
→ Simply click the new copy icon next to the Global View name to copy the URL and send it to any colleague. They can open it in their browser and instantly access the same view, complete with all predefined filters.
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4. All views can be accessed from the Saves Saved views menu.
85. The Global view Custom Report 1 can be deleted any time by the project administrator using the bin symbol at the end of the named view after confirmation.
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What JSM Help Center customers seessee
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Global views cannot be deleted by the portal customers. |
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