Create a Default View

This section provides detailed procedures for creating a default view.

Default view can be created to view the same view every time the user logs into the portal.

Note: There can be only one default view for the Public view and one for the Private view. If there are any existing private default views and the user wants to create a new default private view, then the user can either overwrite this new view as a default view or create a new view without selecting the default view.

Scenario

The Telematics Support representative wants to see upon login all the support issues related to the 'Gold' customers, since they are given top priority. The representative can create a default view with the following specifications and view the same every time they log into the system.

To create a default view

1. In the Enterprise Console, click the Menu button, click Lists, and then click Support Incidents. The Support Incidents list items page appears.

2. Go to the View drop-down list field and select Create View.

3. Type the name Gold for this view of the list.

4. In the Create New View screen, check the 'Make this the default view' check box.

5. Since, you had created the By Email view as default view, the system asks you if you want to overwrite it. Select OK.

6. Select the Public option if you want to display this view to all the users.

7. In the Grid Columns, check the columns Number, Service Level, Incident Status, Support Person, Business Unit, Service, Incident Type, Incident Origin, and Created By from the Display Column Name field to display specific information related to these column headings in this view.

8. Similarly, select the order of the display columns from the Display Order Number field to display the columns in a particular order.

To add Filters

You can add filters to get specific information under the selected columns. In this scenario, we will add a filter to get the support issue list related to the Gold customers under the Service Level .

9. Click the Show items only when the following is true radio button in the 'Filter Columns' field. You can see the options appearing in the field.

10. Select the Service Level (SupportIncidents) column, Is equal to, and Value from the drop-down lists.

11. Type Gold in the filter condition field.

12. Click Create View.

To view the Default view

• Select the Gold view from the View drop-down list in the Support Incidents list screen. All the list items under the Service Level related to the Gold customers will be listed.