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:

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

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:

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.

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

At the top of the page, click

Edit Views.

Click Save view or Save view as.

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.

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.