Views

A view is a list of records produced by a search or filter operation. For example, you might filter a list of records with this criteria:

  • Incident records where you are the assigned owner
  • Change records with a common category
  • Devices with the Windows 8 SP1 operating system

If these are common lists to work with, it is helpful to create a view that automatically searches, filters, and displays all records with matching criteria.

There are two types of views:

Public

Views that are useful for everyone.

Some end-user roles have permission to create, update, or delete public views

Private

Views that serve as shortcuts to lists of records that you work with regularly.

Most users have permission to create private views.

You can create views in most Service Management modules.

To create a view:

  1. Choose an application module from the main menu.

    You can choose any module under Plan, Build, or Run on the main menu. Example: Choose Knowledge.

  2. Create a filter to produce a list of records. For details, see Filters.

  3. At the top of the page, click Edit Views.
  4. Click Save view or Save view as.
  5. Select Private. If you have permission, you can select Public.

Other view options

You can choose one of these options to manage your views:

Option Description
Save view

Save operation when you create a new view or update an existing view.

Note To make the view public, you must have permission to create public views.

Save view as

Save operation when you create a new view or update an existing view.

Note To make the view public, you must have permission to create public views.

Hide view Removes a view from the display list.
Delete view

Removes a view permanently.

Note When you delete a public view, it is deleted for all users.

Select view Enables you to search for a particular view.
All Displays all public and private views.
Private Displays private views only.

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