Filter Options in OneDesk

O OneDesk dá-lhe a capacidade de criar vistas personalizadas que podem filtrar as informações que vê na sua janela de aplicação OneDesk, permitindo-lhe ver apenas o que precisa quando precisa. A ferramenta de criação de visualização de vista OneDesk permite-lhe criar e guardar estas vistas personalizadas com as opções de filtro especificadas para que possa usá-las mais tarde.

Opções de filtragem de itens

Ao criar uma vista personalizada, pode selecionar para filtrar por uma propriedade. O OneDesk oferece muitas opções para selecionar. Consulte a tabela abaixo para ver as opções possíveis de filtro para itens. Note que algumas destas propriedades têm seleções personalizáveis.

Por favor, certifique-se de guardar a sua vista personalizada para que possa aceder a ela mais tarde ou partilhá-la com outros utilizadores.

PropertyProperty DefinitionFilter OptionsYour Selection
NameThe given name of an item.• Contains
• Doesn’t contain
[enter text]
PriorityThe priority level of an item.• Is
• Is more than
• Is less than
• 0 stars
• 1 star
• 2 stars
• 3 stars
• 4 stars
• 5 stars
AuthorThe user or customer who created the item.• Is
• Is not
Search for an item author from your user or your customer base.
DescriptionThe description of the item.• Contains
• Doesn’t contain
[enter text]
TypeThe type of item (e.g. task, ticket, bug, issue, etc.).• Is
• Is not
• Task
• Ticket
• [other item type]
SourceWhere the item was created from (e.g. from an email).• Is
• Is not
• Customer portal
• Email
• Imported
• Manually entered
Published on portal y/nIf the item is published on the portal or not.• Is
• Is not
• Yes
• No
ProjectThe internal projects you created/named.• Is
• Is not
[select project]
Agile pointsThe agile points assigned from your predetermined scale.• Is
• Is more than
• Is less than
[enter number]
Actual percentage completeThe percentage of completion on an item.• Is
• Is more than
• Is less than
[enter number]
Lifecycle statusThe customizable status of a particular item type’s lifecycle.• Is
• Is not
[customizable options]
e.g.:
• Reopened
• Closed
• In progress
• Open
Lifecycle stateOne of three set states of an item’s lifecycle.• Is
• Is not
• Not started
• In progress
• Finished
Assigned y/nIf an item is assigned or unassigned.• Is• Yes
• No
AssigneeA user in OneDesk assigned to work on an item.• Is
• Is not
[select assignee]
Assignee teamThe team of OneDesk users assigned to work on an item is.• Is
• Is not
[select assignee team]
#FollowersThe number of followers of an item.• Is
• Is more than
• Is less than
[enter number]
Follower (individual)The individual user or customer that receives messages regarding the item.• Is[select user or customer name]
Follower (organization)The user team or customer organization that receives messages regarding the item.• Is[select user team or customer organization]
Requester (individual)The individual that requested an item.• Is[select user or customer name]
Requester (organization)The user team or customer organization that requested an item.• Is[select user team or customer organization]
Requester emailThe email of the requester of an item (e.g.@domain.com).• Contains[enter text]
(e.g. @domain.com)
Requester typeThe type of requester of an item (user or customer).• Is
• Is not
• User
• Customer
Has conversation y/nIf the item has a conversation attached to it, either internal conversation with users or external with customers.• Is
• Is not
• Yes
• No
Last conversation typeThe type of conversation attached to an item, either internally with users or externally with customers.• Is
• Is not
• Public reply
• Internal message
Last MessageThe messages attached to an item.• Contains[enter text]
Last responder typeThe type of responder who last replied in an item's conversation.• Is
• Is not
• User
• Customer
In SLA y/nIs the item attached to or dependent on an SLA.• Is• Yes
• No
Next SLA breachThe time in which you will be violation of the next policy on a specific item.• Is less than[enter number] minutes
Actual workThe actual work time that has been logged on an item.
• Is
• Is more than
• Is less than
[enter number]
Timer runningIf an item has a timer running.• Is
• Is not
• Yes
• No
Creation dateThe creation date of an item.• Is
• More recent than
• Older than
• 24 hours ago
• 7 days ago
• 30 days ago
• 90 days ago
• Custom date
Last modified dateThe last date on which an item has been modified.• Is
• More recent than
• Older than
• 24 hours ago
• 7 days ago
• 30 days ago
• 90 days ago
• Custom date
Last close dateThe last date on which an item's lifecycle state has been changed to 'closed'.• Is
• More recent than
• Older than
• 24 hours ago
• 7 days ago
• 30 days ago
• 90 days ago
• Custom date
Planned start dateThe planned start date of an item.• Is
• More recent than
• Older than
• 24 hours ago
• 7 days ago
• 30 days ago
• 90 days ago
• 24 hours from now
• 7 days from now
• 30 days from now
• 90 days from now
• Custom date
Planned finish dateThe planned date of completion of an item.• Is
• More recent than
• Older than
• 24 hours ago
• 7 days ago
• 30 days ago
• 90 days ago
• 24 hours from now
• 7 days from now
• 30 days from now
• 90 days from now
• Custom date
Satisfaction RatingThe satisfaction rating given by a customer.• Is
• Is not
• Bad
• Good

 

Opções de filtragem para projetos

Consulte a tabela abaixo para ver as opções possíveis de filtro para projetos. Note que algumas destas propriedades têm seleções personalizáveis.

Por favor, certifique-se de guardar a sua vista personalizada para que possa aceder a ela mais tarde ou partilhá-la com outros utilizadores.

PropertyProperty DefinitionFilter OptionsYour Selection
NameThe given name of a project.• Contains
• Doesn’t contain
[enter text]
AuthorThe user or customer who created the project.• Is
• Is not
Search for a project author from your user base.
DescriptionThe description of the project.• Contains
• Doesn’t contain
[enter text]
Project TypeThe type of project from the types that are enabled.• Is[customizable options]
e.g.:
• Release
• Iteration
• Sprint
Planned CostThe total planned cost for a given project.• Is
• Is more than
• Is less than
[insert number]
Lifecycle statusThe customizable status of a particular project type’s lifecycle.• Is
• Is not
[customizable options]
e.g.:
• Completed
• In progress
• Backlog
• In planning
• Unscheduled
Lifecycle stateOne of three set states of a project's lifecycle.• Is
• Is not
• Not started
• In progress
• Finished
Follower (individual)The individual user or customer that receives messages regarding the project.• Is[select user or customer name]
Follower (organization)The user team or customer organization that receives messages regarding the project.• Is[select user team or customer organization]
Creation dateThe creation date of a project.• Is
• More recent than
• Older than
• 24 hours ago
• 7 days ago
• 30 days ago
• 90 days ago
• Custom date
Due DateThe set due date for a project.• Is
• More recent than
• Older than
[choose from calendar]

 

Opções de filtragem para atividades

Consulte a tabela abaixo para ver as opções possíveis de filtro para Atividades. Note que algumas destas propriedades têm seleções personalizáveis.

Por favor, certifique-se de guardar a sua vista personalizada para que possa aceder a ela mais tarde ou partilhá-la com outros utilizadores.

PropertyProperty DefinitionFilter OptionsYour Selection
TypeThe type of information container (e.g. project, user, etc.).• Is
• Is not
• Items
• Project
• Portfolio
• User
Activity TypeThe type of activity that has been performed within OneDesk.• Is
• Is not
• Updated name
• Changed the Description
• Changed the priority
• Updated agile points
• Updated estimation type
• Updated type
• etc.
Follower (individual)The individual user or customer that receives messages regarding an item.• Is[select user or customer name]
Creation dateThe date when an activity has taken place.• Is
• More recent than
• Older than
• 24 hours ago
• 7 days ago
• 30 days ago
• 90 days ago
• Custom date
PerformerThe individual user or customer that who did the activity.• Is
• Is not
[select user or customer name]
ReadThe activity's view status.• Is
• Is not
• Yes
• No

 

Opções de filtragem para folhas de tempo

Consulte a tabela abaixo para ver as opções possíveis de filtro para as folhas de tempo.

Por favor, certifique-se de guardar a sua vista personalizada para que possa aceder a ela mais tarde ou partilhá-la com outros utilizadores.

PropertyProperty DefinitionFilter OptionsYour Selection
NameThe name of the item the timesheet is attributed to.• Contains
• Doesn't contain
[Enter text]
Approval StatusThe status of approval on a submitted timesheet.• Is
• Is not
• Approved
• Not Approved
ProjectThe internal projects you created/named.• Is
• Is not
[select a project]
Item IDThe ID number given to an item in OneDesk.• Is
• Is more than
• Is less than
[insert a number]
Billing TypeThe billing property of the timesheet.• Is
• Is not
• Billable
• Non-Billable
Requester (Individual)The individual that requested an item.• Is
[select user or customer name]
Requester (Organization)The user team or customer organization that requested an item.• Is
[select user team or customer organization]
AssigneeA user in OneDesk assigned to work on an item.• Is
• Is not
[select assignee]
Creation DateThe creation date of a timesheet.• Is
• More recent than
• Older than
• 24 hours ago
• 7 days ago
• 30 days ago
• 90 days ago
• Custom date
Start DateThe date on which a timesheet's logged work was started.• Is
• More recent than
• Older than
• 24 hours ago
• 7 days ago
• 30 days ago
• 90 days ago
• Custom date
Finish DateThe date on which a timesheet's logged work had ended.• Is
• More recent than
• Older than
• 24 hours ago
• 7 days ago
• 30 days ago
• 90 days ago
• Custom date
Customer ApprovalThe status of the customer approval on a timesheet.• Is
• Is not
• Rejected by customer
• Not yet approved by customer
• Approved by customer

 

Opções de filtragem para clientes e utilizadores

Consulte a tabela abaixo para ver as opções de filtro possíveis para Utilizadores e Clientes. Note que algumas destas propriedades têm seleções personalizáveis.

Por favor, certifique-se de guardar a sua vista personalizada para que possa aceder a ela mais tarde ou partilhá-la com outros utilizadores.

PropertyProperty DefinitionFilter OptionsYour Selection
CustomerA customer that has been saved or added in OneDesk.• Is
[select customer]
EmailThe email address attached to a registered user or a customer.• Contains[enter text]
PriorityThe priority assigned to a customer.• Is
• Is more than
• Is less than
• 0 stars
• 1 star
• 2 stars
• 3 stars
• 4 stars
• 5 stars
Customer OrganizationThe customer's organization name.• Is[select organization]
Customer TypeThe customer type assigned to a customer.• Is[customizable options]
e.g.:
• New customer
• Interested customer
• Purchased customer
Registration StatusThe registration status of a OneDesk user or customer.• Is
[select user or customer name]
Creation DateThe date in which a user or customer was created in OneDesk.• Is
• More recent than
• Older than
• 24 hours ago
• 7 days ago
• 30 days ago
• 90 days ago
• Custom date
UserA registered user in OneDesk.• Is[select user]
TeamA team of registered users in OneDesk.• Is[select team]
User TypeThe user type assigned to a registered OneDesk user.• Is[customizable options]
e.g.:
• Full-time
• Part-time
• Contractor
Timer RunningA user's timer is running.• Is
• Is not
• Yes
• No

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