Managing your views




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Location:
Admin Center > Workspaces > Agent tools > Views

You can create views to organize your tickets into lists based
on certain criteria. You can manage your views by editing, deleting, or deactivating them as
needed. You can also share a link to a view with other agents.
If you're looking for information about filtering, sorting, or ordering views, see Accessing and using the Views admin page.
This article covers the following topics:
Editing a view
Deleting and deactivating a view
Sharing a view


Related articles:
Accessing your views of tickets
Exporting a view of tickets to a CSV file




Editing a view

You can edit a view to rename it, adjust conditions, change formatting, or update
availability. Agents can only edit views for their own personal use. Admins and agents in custom roles with
permission can edit personal views, as well as shared
views for use by multiple agents.
You can categorize views into a folder structure in the Agent Workspace. See Categorizing your views.
To edit a view from the Views admin page

In Admin Center, click
Workspaces in the sidebar, then select Agent tools > Views.
Click the name of the view you want to open for editing. Alternatively, click the
options menu ( ) of the view and select Edit. The option to clone a view is also available in the options
menu.

Modify the title, conditions, formatting, and availability as needed.
When you're finished, click Save.

To edit a view from the views list

In Support, click Views ( ) in the sidebar, then select a view.
Click the Actions menu in the upper right, then select Edit view.


Modify the title, conditions, formatting, and availability as needed.
When you're finished, click Save.




Deleting and deactivating a view

You can delete or deactivate a view if you no longer need it. Deleting it means that it's
gone and can't be retrieved.
To deactivate or activate a view

In Admin Center, click
Workspaces in the sidebar, then select Agent tools > Views.
Hover your mouse over the view you want to deactivate, then click the options menu
( ) and select Deactivate. To reactivate the
view, select a filter with inactive status and the appropriate availability, click the
options menu of the view, and select Activate.


If you decide to permanently delete a view, you must first deactivate it as described
above.
To delete a view

In Admin Center, click
Workspaces in the sidebar, then select Agent tools > Views.
Click Filter and select the Inactive status and the appropriate
availability.
Hover your mouse over the view you want to delete, then click the options menu ( ) and select Delete.
Click Delete view to confirm the deletion.




Sharing a view

You can share a link to a view with other agents. Normal access permissions based on the
availability set for the view apply to the users who click the link.
To share a link to a view

In Support, open the view you want to share.
From your web browser address bar, copy the URL to the view.

You can now share this URL with other agents.



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