Request Filters

Request filters allow you to view requests based on certain conditions. You can view incident or service requests, or both, and apply various custom and predefined filters to them.

Role Required: Technicians with View Request permission

To view incident or service requests, or both,

1. Go to the Requests module.
   
2. Click the request filters drop-down on the top left corner.
   
3. Select the required option under the Request Type section.
   
4. You can further narrow down the chosen request type by using predefined filters and also create custom filters to view requests in the list view.
   

To view trashed or archived requests, click the request filters drop-down and select Trashed Requests or Archived Requests, respectively. Select the customer in the header to filter the trashed requests. Learn more about how request filters are grouped in the drop-down.

Request Filter Sections 

In the request filters drop-down, the various filters are segregated under the following sections:

Favorites: Clicking beside a request filter will mark it as a favorite. Reorder your request filters in this section using .  

You can also pin the filters in the Favorites section as quick links on the module header.

My Groups: View the groups you're in and filter requests by clicking on a group's name. Pending requests for that group will be displayed.

Public Views: Use different filters to view requests based on request status, creation time, due date, and actions. 

Tags: Request tags accessible to you are listed here. Click on a tag to view associated requests.

Request Type: Filter requests by incident, service, or both.

Archived Requests: View archived requests. You can also delete archived requests or export them as HTML, PDF, XLS, or CSV files. To learn more about archiving requests, click here.

Trashed Requests: View deleted requests. You can also restore or permanently delete them from the application.

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