Layton ServiceDesk - Settings - Global List View - Copy List Views From Default
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You might want to change a List View for an Analyst back to the default if they make a mistake in their own settings or to standardise the experience for all Analysts. | You might want to change a List View for an Analyst back to the default if they make a mistake in their own settings or to standardise the experience for all Analysts. | ||
+ | ==Tip: Standard Settings Analyst== | ||
+ | If you '''[[Layton ServiceDesk - Settings - Company Structure - Manage Analyst|create an Analyst]]''' called ''Standard Settings'' and '''[[Layton ServiceDesk - Settings - Company Structure - Manage Analyst#Analyst Disabled|disable it]]''', you can work on it until you are satisfied, then you can use it as the basis of a standard Request List View that you can copy to other Analysts. Because it's not an active Analyst, it doesn't count toward your Analyst licenses and won't be used by anyone. It can't be modified by individual '''[[Layton ServiceDesk - Analyst Settings|Analyst Settings]]''' and will therefore be preserved as a standard. | ||
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+ | =Procedure= | ||
Go to Administration > Global List View > Copy List Views From Default. Check the check boxes for the List View that you want to copy to the Analyst. | Go to Administration > Global List View > Copy List Views From Default. Check the check boxes for the List View that you want to copy to the Analyst. | ||
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Note that checking the check box in the header will check that option for all Analysts. You can check any of the available options for any Analysts and copy the List Views in one operation. | Note that checking the check box in the header will check that option for all Analysts. You can check any of the available options for any Analysts and copy the List Views in one operation. | ||
− | In the above example, | + | In the above example,: |
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+ | *Default ''Request List View'' will be copied to all Analysts | ||
+ | *Default ''Task List View'' will be copied to Alan Bird | ||
+ | *Default ''Survey List View'' will be copied to Alan Bird and Chris Dunn | ||
+ | *Default ''Select End User List View'', ''Problem List View'' and ''Change List View'' to Alan Bird. | ||
Click the the Save button [[File:Lsd btn save.png|link=]] to copy the List View(s) from default to these Analysts. | Click the the Save button [[File:Lsd btn save.png|link=]] to copy the List View(s) from default to these Analysts. | ||
<p align="right">[[File:btn_back_up.png|link=User Guide for Layton ServiceDesk]] [[User Guide for Layton ServiceDesk|<u>Back to Contents</u>]]</p> | <p align="right">[[File:btn_back_up.png|link=User Guide for Layton ServiceDesk]] [[User Guide for Layton ServiceDesk|<u>Back to Contents</u>]]</p> |
Revision as of 03:34, 30 June 2017
Contents |
Overview
Layton ServiceDesk provides a Global List View that acts as a default for new Analysts. Analysts can then modify it from the List View Settings option in the menu bar.
You might want to change a List View for an Analyst back to the default if they make a mistake in their own settings or to standardise the experience for all Analysts.
Tip: Standard Settings Analyst
If you create an Analyst called Standard Settings and disable it, you can work on it until you are satisfied, then you can use it as the basis of a standard Request List View that you can copy to other Analysts. Because it's not an active Analyst, it doesn't count toward your Analyst licenses and won't be used by anyone. It can't be modified by individual Analyst Settings and will therefore be preserved as a standard.
Procedure
Go to Administration > Global List View > Copy List Views From Default. Check the check boxes for the List View that you want to copy to the Analyst.
Note that checking the check box in the header will check that option for all Analysts. You can check any of the available options for any Analysts and copy the List Views in one operation.
In the above example,:
- Default Request List View will be copied to all Analysts
- Default Task List View will be copied to Alan Bird
- Default Survey List View will be copied to Alan Bird and Chris Dunn
- Default Select End User List View, Problem List View and Change List View to Alan Bird.
Click the the Save button to copy the List View(s) from default to these Analysts.