Accessing and using the Views admin page




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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 access all of your default views and any views you've created on
the Views admin page.
This article covers the following topics:
Accessing the Views admin page
Filtering the list of views
Sorting the list of views
Ordering views




Accessing the Views admin page

You can manage all your available views on the Views management page.

To access the Views admin page


In Admin Center, click
Workspaces in the sidebar, then select Agent tools > Views. On
the Views management page, views that are active and shared with all agents appear by
default. Click Filter to access the set of views you want and then use the
search to narrow the results within that filtered list.
The total number of
views that match your current filter appears at the top of the list of views, directly
below the filter. If you have a large number of views, the list is paginated in pages
of 100 views.






Filtering the list of views

You can filter the list of views by their status and the availability applied to them. You
can then search within that list of views to narrow down your results.
To filter your list of views

In Admin Center, click
Workspaces in the sidebar, then select Agent tools > Views.
Click Filter.
Select the status:


Active, views that are available for use.


Inactive, views that aren’t available for use.



Select the availability:

All shared views, views shared with any of your agents, whether all agents or
agents within a group.

Views shared with all agents, views that are available to all of your agents.
Views that are restricted to a subset of agents will not appear.

Personal views, views available only to you.

Views available to specific groups, a list that varies depending on the groups
you have shared your views with.


(Optional) Search to narrow the results within the filtered list. Return to the
default filters, to get the active and all shared views list, by clearing the search and
clicking Reset filters.





Sorting the list of views

You can sort your list of views by the column headings, one column at a time. Sorting
doesn't change the order of your views in Agent Workspace.
To sort your list of views

In Admin Center, click
Workspaces in the sidebar, then select Agent tools > Views.
Click the column heading you want to sort by:

Name


Created date


Last updated


The views are sorted based on your selection. The arrows next to the column header
indicate whether the sorting is ascending with the highlighted up arrow, descending with
the highlighted down arrow, or not sorted with the same highlight for both arrows.




Ordering views

If you want certain views you use frequently to appear higher on the list, you can adjust
the views order. Agents can reorder personal views only. Admins and agents in custom roles with permission can reorder both shared and
personal views.
To reorder your views

In Admin Center, click
Workspaces in the sidebar, then select Agent tools > Views.
Click Edit order.

Select the views you want to order:



Edit personal views order, your views.


Edit shared views order, views shared with any agent.




Select the view or views you want to reorder and use a combination of drag-and-drop
and arrows to place the view(s) in the desired position.

Click Save.


Tip: If you're trying to reorder the tickets within a view,
not the list of views itself, see I can't reset the order of tickets in my view after selecting a column
header.



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