Configuration > Tickets > Views
Configuration > Sales > Views
Check out the Academy Guides on our Support Portal for more information on Views, the same guides can be found on the HaloPSA Academy:
| Field | Type | Description |
| Default View | Single Select | The selection made here will dictate the default View that any Agents viewing the Tickets screen will use. This can be overriden on a per-Agent or per-Team basis. |
| Default List | Single Select | Should "My Lists" be chosen as the Defaut View, then the relevant List can be selected here. |
| Allow grouping of Lists | Checkbox | When checked, the ability to categorise Lists into groups is made available. An additional button for configuring these will appear. |
| Configure Lists | Button | This will open up the menu for configuring Lists. Fields for which are explained in a section below. |
| Configure List Groups | Button | This will open up the menu for configuring List Groups. Fields for which are explained in a section below. |
| Configure Filter Profiles | Button | This will open up the menu for configuring Filter Profiles. Fields for which are explained in a section below. |
| Default Filter Profile | Single Select | The option chosen here will dictate the default Filter Profile which Agents will see when they first open the Tickets view. These will be available from the Filter Profiles configured via the above button. |
| Filter Profile for Open Ticket (Including SLA Hold) widgets | Single Select | This determines the filter profile used for 'Open Tickets' count in Customers, Sites, Users and Assets |
| Configure Column Profiles | Button | This will open up the menu for configuring Column Profiles. Fields for which are explained in a section below. |
| Default Column Profile | Single Select | The option chosen here will dictate the default Column Profile which Agents will see when they first open the Tickets view. These will be available from the Column Profiles configured via the above button. |
| Teams to show in the Tickets by Team Tree | Single Select | The Team or group of Teams selected here will be the only ones that are visible when viewing Tickets by Team. |
Configure Lists
| Field | Type | Description |
| List Name | Free Text | This will be the name of the List, as it displays throughout the application. |
| Use | Single Select | The selection made here will determine which Area this List can be viewed in. |
| List Group | Single Select | Should the functionality for List Grouping be enabled, this will allow you to set the group that this particular List belongs to. |
| Sequence in lists | Integer | This number will determine where this List appears in lists of Lists. Should two or more Lists share the same Sequence value, they will be ordered alphabetically. |
| List Visibility | Single Selection | The selection made here will decide who can use / see this List. Should a restriction be placed, the below option will be made available. |
| Agent / Team | Single Select | This allows you to set a value for the above filter. |
| Show counts in Treeview | Checkbox | When checked, this will add a small Counter aside the sections in this List detailing how many Tickets matching the current Filter Profile's criteria are present in that List. |
| Column Profile | Single Select | The selection made here will determine which Column Profile is used in this List. |
| List display type | Single Select | This provides a choice of which display to use when viewing this list (this is enforced). These options consist of Kanban, Table, Tile, etc.. |
| Show in the "By Team" view | Checkbox | This will determine if this List appears in the "By Team" view, as an additional set of sections. |
| Team to show under | Single Select | Should the above be enabled, this selection will determine where the List appears under on the Team view. |
| Halo API | Single Select | This provides a list of linked Instances' APIs to choose between. The selection of one of these (other than "My Halo API") will move you to another instance in order to access their list of tickets. This is used to allow different organisations to interact with eachother's tickets. |
| Filter Profile | Single Select | This allows the choice of a Filter Profile to apply to this List. |
| Additional Criteria | List | These criteria can be added in addition to the selected Filter Profile to further refine the List. You can configure this to match fields with varying criteria to certain values. For example; "Agent" > Includes > Joe Bloggs, Sandra Bullock. |
Configure List Groups
| Field | Type | Description |
| List Group Name | Free Text | This will be the name of the List Group as it will appear elsewhere throughout the system. |
| Use | Single Select | This will decide where this List Group is used, and therefore where it will be available. |
| List Group Sequence | Integer | This sequence value will dictate where the List Group is placed in lists, with lower values placing the group higher up the list. |
| Collapsed By Default | Checkbox | When enabled, by default the list group will be collapsed when being viewed. |
Configure Filter Profiles
| Field | Type | Description |
| Filter Profile Name | Free Text | This will be the name of the Filter Profile as it is seen elsewhere in the system. |
| Use | Single Select | The selection made here will decide the Area(s) in which the Filter Profile can be applied. |
| List Visibility | Single Select | This will determine the restrictions placed on the use of this Filter Profile. You can restrict this by Agent, Team or not at all. |
| Agent / Team | Single Select | Should the above field not be set to "All Agents (Global)", then an Agent or Team will need designating in order for them to see this Filter Profile. This cannot currently be done for multiple Teams or Agents, so if you would like a certain group to have this and they are not already contained to a Team, I suggest a non-functional Team is created for this purpose. |
| Criteria | List | Any criteria added to this list will be applied as filters on any Tickets being viewed via this Filter Profile. All of the selected filters will be applied, and they are based on Ticket fields meeting certain requiements. |
Configure Column Profiles
| Field | Type | Description |
| Column Profile Name | Free Text | This will be the name of the Column Profile as it is seen elsewhere in the system. |
| Use | Single Select | The selection made here will determine the Area(s) in which this Column Profile can be used. |
| List Visibility | Single Select | This will determine the restrictions placed on the use of this Column Profile. You can restrict this by Agent, Team or not at all. |
| Columns | List | This list will contain any Fields that will be present on this Column Profile. These can be re-ordered, as well as being able to be sorted or grouped by default. You also have the ability to rename the column incase the field name is not appropriate. |
| Tile Layout | Rich Text | The HTML here determines the layout and fields when using Tile view in the Ticket List. By default, tile view is only used on mobile devices. |
| Kanban Card Layout | Rich Text | The HTML below determines the layout and fields when using the Kanban view in the Ticket List. |
