Can I create a custom request view apart from default ones provided?
Yes. You can create a custom view apart from the default views provided. Please follow the steps listed below to create a custom view.
- Move the pointer near to the View button and click
create new views. - Enter the View Name which is mandatory.
- Select your filter criteria.
- If you want to add more criteria then click Add Criteria.
- You can combine two or more criteria with the AND or OR pattern.
- Select the Accessibility Details from the below option:
- All Support Reps are allowed to view this custom view.
- Show this Custom View only to me.
- Allow the following users to view this Custom View.
- If you choose the option Allow the following users to view this Custom View, follow the below steps:
- Select the Source Type from the list.
- Select the users from the Available Column and click Add to the Selected Column.
- Click Save.