Overview of the List Page

On the Home page, if you click the Help Desk and then Help Desk Requests navigation icon, the Help Desk Request List page displays. The My Open Help Desk Requests list is displayed by default.

You can select another saved search or create saved searches of your own, to view the corresponding results in the list.
Note:

For more information on how to work with filters, saved searches, and the columns displayed on the list page, see the "Saved Searches" and "Lists" topics.

Here's an overview of the different sections of the list page, and what you can do.

Help Desk request list page with callouts highlighting the features described in the following table.

Callout No

What is it?

What You Can Do

1

The name of the saved search that's displaying the list you're seeing on the page.

Select a different saved search by clicking in the Search bar.

2

List of filters that apply to the saved search. The record set filter specifies the set of records you can search. The list of filter criteria builds as you add filters and search terms. If there are no filters, you're seeing a list of all of the records that you have permission to view.

  • Remove the filter criteria by hovering over it and clicking the x icon.

  • Add filter criteria from the Search bar.

3

Search bar.

It lists the available saved searches and actions. To see the list, click in the Search bar.

  • Search the list by keywords.

  • Enter filters to narrow down the search.

  • Select a saved search.

  • Manage your saved searches.

Results

Results.

Number of records in the list.

See how many records are displayed under the selected saved search.

5 Refresh Refreshes the Help Desk request list.
6 Dashboard Opens Analytics infolets in a separate tab.
7 Create Request Creates a new Help Desk request.
8 Actions
  • Save your search criteria and filters as a new saved search
  • Export Help Desk Request list to CSV/XLS.
  • Add or hide columns.
  • Sort by relevance.
9 Request Number Click the link to drill into the help desk request details. The Help Desk Request Details page opens in a new browser tab.
10 Actions on the list to specify what fields display and how they appear in the list
  • Manage Columns by selecting what columns are displayed.
  • Sort by relevance.
Note:

You can change the order of the columns by dragging the columns in place or adjust the width.

11 Actions you can take on a record directly from the list. Click Assign to Me to take ownership of the request.
12 Group By Group requests by attributes listed under the Group By. The results are displayed in a summarized group that you can expand.