Options de filtre

OneDesk vous donne la possibilité de créer des vues personnalisées qui peuvent filtrer les informations que vous voyez dans la fenêtre de votre application OneDesk, vous permettant d’afficher uniquement ce dont vous avez besoin lorsque vous en avez besoin. L’outil de création de vues OneDesk vous permet de créer et d’enregistrer ces vues personnalisées avec les options de filtre spécifiées afin que vous puissiez les utiliser ultérieurement.

Options de filtrage pour les éléments

Lors de la création initiale d’une vue personnalisée, vous pouvez choisir de filtrer par propriété. OneDesk propose de nombreuses options parmi lesquelles choisir. Consultez le tableau ci-dessous pour afficher les options de filtre possibles pour les éléments. Notez que certaines de ces propriétés ont des sélections personnalisables.

Assurez-vous d’enregistrer votre vue personnalisée afin de pouvoir y accéder ultérieurement ou de la partager avec d’autres utilisateurs.

Rechercher:

Property	Property Definition	Filter Options	Your Selection
Name	The given name of an item.	• Contains • Doesn’t contain	[enter text]
Priority	The priority level of an item.	• Is • Is more than • Is less than	• 0 stars • 1 star • 2 stars • 3 stars • 4 stars • 5 stars
Author	The user or customer who created the item.	• Is • Is not	Search for an item author from your user or your customer base.
Description	The description of the item.	• Contains • Doesn’t contain	[enter text]
Type	The type of item (e.g. task, ticket, bug, issue, etc.).	• Is • Is not	• Task • Ticket • [other item type]
Source	Where the item was created from (e.g. from an email).	• Is • Is not	• Customer portal • Email • Imported • Manually entered
Published on portal y/n	If the item is published on the portal or not.	• Is • Is not	• Yes • No
Project	The internal projects you created/named.	• Is • Is not	[select project]
Satisfaction Rating	The satisfaction rating given by a customer.	• Is • Is not	• Bad • Good
Incoming email queue	The auto-forwarded email that created this item.	• Is • Is not	[select email queue name]
Actual percentage complete	The percentage of completion on an item.	• Is • Is more than • Is less than	[enter number]
Lifecycle status	The customizable status of a particular item type’s lifecycle.	• Is • Is not	[customizable options] e.g.: • Reopened • Closed • In progress • Open
Lifecycle state	One of three set states of an item’s lifecycle.	• Is • Is not	• Not started • In progress • Finished
Assigned y/n	If an item is assigned or unassigned.	• Is	• Yes • No
Assignee	A user in OneDesk assigned to work on an item.	• Is • Is not	[select assignee]
Assignee team	The team of OneDesk users assigned to work on an item is.	• Is • Is not	[select assignee team]
#Followers	The 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 email	The email of the requester of an item (e.g.@domain.com).	• Contains	[enter text] (e.g. @domain.com)
Requester type	The type of requester of an item (user or customer).	• Is • Is not	• User • Customer
Has conversation y/n	If the item has a conversation attached to it, either internal conversation with users or external with customers.	• Is • Is not	• Yes • No
Last conversation type	The type of conversation attached to an item, either internally with users or externally with customers.	• Is • Is not	• Public reply • Internal message
Last Message	The messages attached to an item.	• Contains	[enter text]
Last responder type	The type of responder who last replied in an item's conversation.	• Is • Is not	• User • Customer
In SLA y/n	Is the item attached to or dependent on an SLA.	• Is	• Yes • No
Next SLA breach	The time in which you will be violation of the next policy on a specific item.	• Is less than	[enter number] minutes
Is certain SLA	Is the item attached to or dependent on certain SLAs.	• Is • Is not	[SLA name]
Actual work	The actual work time that has been logged on an item.	• Is • Is more than • Is less than	[enter number]
Timer running	If an item has a timer running.	• Is • Is not	• Yes • No
Agile points	The agile points assigned from your predetermined scale.	• Is • Is more than • Is less than	[enter number]
Has timesheets	The item has timesheets submitted to it.	• Is	• Yes • No
Has attachment	The item has a file attached to it.	• Is	• Yes • No
Creation date	The 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 date	The 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 date	The 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 date	The 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 date	The 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

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Options de filtrage pour les projets

Consultez le tableau ci-dessous pour afficher les options de filtrage possibles pour les projets. Notez que certaines de ces propriétés ont des sélections personnalisables.

Assurez-vous d’enregistrer votre vue personnalisée afin de pouvoir y accéder ultérieurement ou de la partager avec d’autres utilisateurs.

Rechercher:

Property	Property Definition	Filter Options	Your Selection
Name	The given name of a project.	• Contains • Doesn’t contain	[enter text]
Author	The user or customer who created the project.	• Is • Is not	Search for a project author from your user base.
Description	The description of the project.	• Contains • Doesn’t contain	[enter text]
Project Type	The type of project from the types that are enabled.	• Is	[customizable options] e.g.: • Release • Iteration • Sprint
Portfolio	Portfolio the project is in.	• Is	[choose from portfolios]
Lifecycle status	The customizable status of a particular project type’s lifecycle.	• Is • Is not	[customizable options] e.g.: • Completed • In progress • Backlog • In planning • Unscheduled
Lifecycle state	One 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 date	The 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 Date	The set due date for a project.	• Is • More recent than • Older than	[choose from calendar]
Actual work	The actual work time that has been logged on a project.	• Is • Is more than • Is less than
Has attachment	The file attached to a project.	• Is	• Yes • No

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Options de filtrage pour les activités

Consultez le tableau ci-dessous pour afficher les options de filtrage possibles pour les activités. Notez que certaines de ces propriétés ont des sélections personnalisables.

Assurez-vous d’enregistrer votre vue personnalisée afin de pouvoir y accéder ultérieurement ou de la partager avec d’autres utilisateurs.

Rechercher:

Property	Property Definition	Filter Options	Your Selection
Type	The type of information container (e.g. project, user, etc.).	• Is • Is not	• Items • Project • Portfolio • User
Activity Type	The 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 date	The 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
Performer	The individual user or customer that who did the activity.	• Is • Is not	[select user or customer name]
Performer team	The team or customer org who did the activity.	• Is • Is not	[select team or customer org name]
Read	The activity's view status.	• Is • Is not	• Yes • No

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Options de filtrage pour les feuilles de temps

Consultez le tableau ci-dessous pour afficher les options de filtrage possibles pour les feuilles de temps.

Assurez-vous d’enregistrer votre vue personnalisée afin de pouvoir y accéder ultérieurement ou de la partager avec d’autres utilisateurs.

Rechercher:

Property	Property Definition	Filter Options	Your Selection
Name	The name of the item the timesheet is attributed to.	• Contains • Doesn't contain	[Enter text]
Approval Status	The status of approval on a submitted timesheet.	• Is • Is not	• Approved • Not Approved
Project	The internal projects you created/named.	• Is • Is not	[select a project]
Item ID	The ID number given to an item in OneDesk.	• Is • Is more than • Is less than	[insert a number]
Billing Type	The 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 email	The email of the individual that requested an item.	• Contains	[Enter text]
Requester (Organization)	The user team or customer organization that requested an item.	• Is	[select user team or customer organization]
Assignee	A user in OneDesk assigned to work on an item.	• Is • Is not	[select assignee]
Creation Date	The 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 Date	The 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 Date	The 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
Item type	The item type the timesheet is logged to.	• Is • Is not	[select item type]
Item status	The status of the item the timesheet is logged to.	• Is • Is not	[select item status]

Affichage des éléments 1 à 14 sur 14 éléments

Options de filtrage pour les clients et les utilisateurs

Consultez le tableau ci-dessous pour afficher les options de filtrage possibles pour les utilisateurs et les clients. Notez que certaines de ces propriétés ont des sélections personnalisables.

Assurez-vous d’enregistrer votre vue personnalisée afin de pouvoir y accéder ultérieurement ou de la partager avec d’autres utilisateurs.

Rechercher:

Property	Property Definition	Filter Options	Your Selection
Customer	A customer that has been saved or added in OneDesk.	• Is	[select customer]
Email	The email address attached to a registered user or a customer.	• Contains	[enter text]
Priority	The 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 Organization	The customer's organization name.	• Is	[select organization]
Customer Type	The customer type assigned to a customer.	• Is	[customizable options] e.g.: • New customer • Interested customer • Purchased customer
Registration Status	The registration status of a OneDesk user or customer.	• Is	[select user or customer name]
Creation Date	The 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
User	A registered user in OneDesk.	• Is	[select user]
Team	A team of registered users in OneDesk.	• Is	[select team]
User Type	The user type assigned to a registered OneDesk user.	• Is	[customizable options] e.g.: • Full-time • Part-time • Contractor
Timer Running	A user's timer is running.	• Is • Is not	• Yes • No

Affichage des éléments 1 à 11 sur 11 éléments

Bureau d'aide

Gestion de Projet

Automatisation des Services Professionnels

Navigateur Web

Mobile

Applications Clients

Nuage

Sur Site et dans un Nuage Privé

HIPAA

Pourquoi Onedesk ?

Pour Vos Cas d'Utilisation

Pour Votre Secteur

Pour Votre Équipe

Bureau d'aide

Gestion de Projet

Automatisation des Services Professionnels

Navigateur Web

Mobile

Applications Clients

Nuage

Sur Site et dans un Nuage Privé

HIPAA

Pourquoi Onedesk ?

Pour Vos Cas d'Utilisation

Pour Votre Secteur

Pour Votre Équipe

Options de filtrage pour les éléments

Options de filtrage pour les projets

Options de filtrage pour les activités

Options de filtrage pour les feuilles de temps

Options de filtrage pour les clients et les utilisateurs