Filter Data

In the Action Bar, enter filter or show to focus on the information you want to review in the activity feed.

Filter displays the corresponding information in the activity feed. Show displays the associated item plus the corresponding information in the activity feed. Here's a list of the filters you can apply:

Action	Description
Filter Actions and Plans	Display only action plan actions and action plans that have been associated to this service request.
Filter Appointments	Display only appointments.
Filter Attachments	Display only attachment history.
Filter Contacts	Display only contact history.
Filter Customer Communication	Display only customer entries and responses (including auto-acknowledgements), and interactions with customers, such as phone, chat, and email. This filter hides internal notes and application notes.
Filter Field Changes	Display all updates to the service request fields.
Filter Internal Conversations	Display only conversation threads.
Filter Internal Notes	Display only internal notes.
Filter Linked Content	Display only linked knowledge articles and similar service requests.
Filter Messages	Display all types of service request messages, such as customer entries, responses, application messages, and internal notes.
Filter Milestones	Display only the milestones associated with the selected service request.
Filter Tasks	Display only tasks.
Filter Team Members	Display only team members.

Action	Description
Show Actions and Plans	Display only action plan actions and action plans that have been associated to this service request.
Show Attachments	Display only attachment history.
Show Contacts	Display only contact history.
Show Linked Content	Display only linked knowledge articles and similar service requests.
Show Milestones	Display only the milestones associated with the selected service request.
Show Relationships	Display only the relationships between two associated service requests and cases.
Show Team	Display only team members.
Show Appointments	Display only appointments.
Show Tasks	Display only tasks.

You can filter the activity feed by multiple entities such as contacts, team members, messages, and so on.

1. In the Action Bar, enter the filters in sequence.

2. To remove a filter, click Remove (the X icon).

3. To clear all filters, click Clear.

You can also filter the activity feed by a combination of an entity type and a keyword. Here's an example that shows you how to filter by the messages (entity type) that have a keyword solution in them:

1. In the Action Bar, enter Filter Messages.

   The activity feed displays all types of service request messages, such as customer entries, responses, application messages, and internal notes.

2. In the Action Bar, enter solution.

   The activity feed displays only those messages that contain the keyword solution.