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![[Post New]](/Sysforums/templates/default/images/icon_minipost_new.gif) 11/03/2010 10:43:51
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lwyatt
Super SysAider
Joined: 20/11/2009
Messages: 96
Offline
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I'd be very grateful if anyone already has a filter menu for subcategory and can let me know how to set it up?
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14/03/2010 03:28:01
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Ori
SysAid Customer Relations
Joined: 17/04/2008
Messages: 293
Location: Israel
Offline
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Hello,
To add a dynamic filter (drop-down list) for sub categories, please do the following:
1. From the Help Desk List (DEFAULT view), click on the “Customize List” button (blue cogwheel icon).
2. In the Customize List window, click on “Add” (to the right of Filter Menus).
a) In the Name field, type the name of the filter. In this case, you can type
Sub Category.
b) Enter the following information in the appropriate fields:
List Field: problem_sub_type
Lookup Table: problem_type
Lookup Field: problem_sub_type
Lookup Caption: problem_sub_type
3. Click on “Close” and then “Save”.
Note: The Sub Category filter does not depend on the Category filter. This means that you will always see all sub categories in the filter, regardless of the value in the Category filter.
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SysAid support. |
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15/03/2010 05:13:54
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lwyatt
Super SysAider
Joined: 20/11/2009
Messages: 96
Offline
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Thank you Ori.
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15/03/2010 14:16:52
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themaster
SysAider
Joined: 12/03/2010
Messages: 7
Offline
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Sweet. What about "location" filter menu
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17/03/2010 09:52:22
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itayH
SysAid Customer Relations
Joined: 23/09/2009
Messages: 1092
Offline
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Hi themaster,
I'm pretty sure we have it here but...
In order to setup a Location drop-down filter in Help Desk -> List, please do the following:
1. Go to Help Desk -> List and click on the “Customize List” button (blue cogwheel icon).
2. In the Customize List window, click on “Add” (to the right of Filter Menus) and enter the following information in the appropriate fields:
Name: Location (any name of your choice)
List Field: r.location
Lookup Table: cust_values where list_name = 'location'
Lookup Field: value_key
Lookup Caption: value_caption
3. Click on “Close” and then “Save”.
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Best Regards,
Itay |
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