Create a New View

This section provides detailed procedures for creating a new view. The Telematics Representative working with lists of Support Incidents wants to create a view to see incidents which have originated through emails. The representative can create this view, by selecting the Create View option.

Note: The Support Incidents lists here refers to the group of lists created by the Telematics organization for the purpose of this tutorial. Support Incident is not the system generated list item.

To add a new view

1. In the Enterprise Console, click the Menu button, click Lists, and then click Support Incidents. The Support Incidents list items page appears. By default, the All Items option is displayed in the View drop-down field and hence all the list items related to Support Incidents are displayed in this view.

2. In the View drop-down list field, select Create View, and then click Go. The Create View screen appears.

   Note: For every list created through List Infrastructure, a default field must be configured. For example, the Order ID field becomes the default field in an Order list and the Department Name becomes the default field in a Department list. While creating a list view, in the available columns, the user will not have an option to uncheck these fields as these are the default fields. Here, we are using the Title field as the default field for the Support Incidents lists. Hence, the list view users cannot deselect or select this display column name.

3. Type the name By Email for this view.

4. Check the Make this the default view check box. This option can be used to make this view as the default view for your Support Incidents lists.

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

6. In the Grid Columns, check the columns Number, Service User, Incident Status, Incident Type, Incident Origin, Created By, Created DateTime, Owner, and Status from the Display Column Name field to display specific information related to these column headings in this view.

7. Similarly, select the order of the display columns from the Display Order Number field to display the columns in the required order.

To add Filters

8. You can even add filters to get specific information under the selected columns. In this scenario, we will add a filter to get the incidents originated from emails. In the Filter Columns field, the Show all items in this view is selected by default. If you want to add any filters, then you will have to click the Show items only when the following is true option. Only then the Filter options are displayed.

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 Incident Origin column from the column drop-down list.

11. Select the is equal to filter condition from the filter condition drop-down list.

12. Select Value from the Value field.

    If the variable option is selected from the Value column, the user should ensure to specify the appropriate data type in the condition field. If the user specifies inappropriate data type in the condition field, a validation message appears asking the user to modify the data type.

13. Type Email in the condition field.

14. Click Create View.

    Note: While creating a list view, the user may come across certain exceptions owing to reasons like assigning inappropriate values, repeating the same column in the sort expression, database connectivity errors etc. An exception message appears in a pop-up window highlighting the possible reasons for the exception.

To view the lists under the By Email View

• Select the By Email view from the View drop-down list in the Support Incidents list screen. You can see that the information has been arranged according to the column specifications and filter conditions assigned by you. All the incidents originated from Email have been displayed in the Incident Origin column.

  You can see that all the different columns specified by you are displayed in this view. You can also see that the Title column appears in this view. This is because, the Title column is one of the default list column in the Support Incident list items.

Note: Item selection is not retained, when a view is applied to the list items and the position of the list item is changed because of the applied view. For example: If the view applied is sorted by Date and Time, then the position of the selected list item will change as the date modified for the list item also changes.