How to define a new search filter

  1. Click on the Tickets icon
  2. Open the Advanced Search Configuration form - Click on the Configure Search button dashboard1
  3. Define a filter group – Click on the [Add a filter group] button dashboard1
  4. Choose whether any or all of the selection criteria in the filter should be applied by clicking on the dropdown list of ‘any’ or ‘all’ in the “Show results where any/all of the following match” button. dashboard1

For example, use the "any" option to select records where the status = Incoming” or the status = “Assigned”. If you needed both conditions met to select a ticket, use the "all" option.

  1. Define a filter – Click on the [Add a filter] buttondashboard1
  2. Select a field to use in the filter.
  3. Select an action to take on the selected field
  4. Select a value to use in the filter (if applicable)
  5. Select the fields/columns you want in the return set.

  1. Click on the [Apply] buttondashboard1 to see the results of the filter.
  2. Click on the [Save search] buttondashboard1 to save the filter and to save the columns displayed in the result set.
  3. Click on the [Clear] buttondashboard1 to reset the filtering.