Overview of the List Page

On the Home page, if you click Service Center navigation icon, the Service Request List page displays. The My Open Service 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.

Service Center list page. Calllouts highlight features described in the text.

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

Action Bar/

It lists the available saved searches and actions. To see the list, click in the Action Bar.

  • Search the list by keywords.

  • Enter filters to narrow down the search.

  • Select a saved search.

  • Manage your saved searches.

4

Results.

Number of records in the list.

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

5

Create Service Request.

Create a new service request.

6 Actions menu Click the Actions drop-down list to select the following actions:
  • Save
  • Export: You can export either to Excel or CSV.
  • Manage Columns
  • Sort by Relevance
7 Group By Select an attribute to group the information in your list. For example, if you select Severity, your service request search results get broken down by low, medium, and high severities.
8 Reference Number.

Click the link to drill into the service request details. The Service Request Overview page is displayed in the same browser tab.

  • Open the Service Request Overview page in a new browser tab by right-clicking the link and selecting Open in New Tab.

9 Account

Click the link to drill into the account details. The Account Overview page is displayed in the same browser tab.

  • Open the Account Overview page in a new browser tab by right-clicking the link and selecting Open in New Tab.

10

Columns and sort controls on the column header.

  • Sort the list by one of the columns.

  • Adjust the width of the columns

  • Rearrange the columns by selecting and dragging them.