Views management

Vews are preconfigured selection of attributes and associated preferences including a filter to list records for an itmSUITE® managed entity (e.g. projects, services). Views can be created and distributed to users.

The following table show the modules where the View can be created:

§  Ticket  | is used to define user searching record set or to create a dashboard KPI

§  Ticket activity | is used to define user searching record set or to create a dashboard KPI

§  Related Ticket | is used to define the column shown in ticket’ related ticket tab

§  Related ticket preview | is used to define the preview shown in ticket’ related ticket tab

§  Ticket activity multiple edit | is used to define the ticket activity column shown to the user when the Multiple Edit mode is activated on Ticket activity tab.

§  Ticket Custom View |

§  Timesheet | is used to define the timesheet column view

§  Timesheet Expenses | is used to define the timesheet detail expenses column view

§  TODO List: Milestone | is used to define the todo list columns based on milestone information

§  TODO List: Project Activity | is used to define the todo list columns based on project activity information

§  TODO List: Ticket Activity | is used to define the todo list columns based on ticket activity information

§  The Multiple Edit mode is at workflow level option. To set it, is necessary to set the Mode field value in the Module Option section on the Workflow / Grant Management / Tab Activities Options

View can be categorized also as:

§  Forced views

§  Personal views

Forced views is used by the itmSUITE® to enable users to:

§  Open / search / export ticket

§  Create a database for dashboard

Personal views are created by the resource and are visible only by the creator.