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    • Global Views

    Owned by Elitsa Velikova
    Last updated: Nov 11, 2024 by Kameliya Magunska
    3 min read

    A Global view is a set of filter criteria (specific report layout) that the JSM project 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.

    Save new Global view option is available only to the JSM project administrators!

    • When the JSM project administrators saves a Global view, it immediately becomes available to all customers in the project!

    • The option to save and delete a Global view is available only to the JSM project administrators!

    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.

    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.

    → 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.

    1. On click a drop down menu with an option to Save new Global view will appear.

    Global view-1.png

    2. When Save new Global view is clicked an option appears to name this view and save it. For example: Custom Report 1.

    Global view-2.png

    3. 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. In 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.

    4. All views can be accessed from the Saved views menu.

    5. 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.

    What JSM Help Center customers see