Creating a Saved Search

Saved Searches are custom ticket reports that you can use to search for tickets and perform bulk operations on them.

To create a Saved Search:

  1. Go to the TeamDynamix Desktop.
     
  2. Click the tab that corresponds to your ticketing application (Tickets, FSD Cert Requests, Accounts Payable Tickets, etc.).
    Uploaded Image (Thumbnail)
     
  3. In the left-hand column, click Tickets.
    Uploaded Image (Thumbnail)
     
  4. At the top-right of the list, click the filter button. Uploaded Image (Thumbnail)
     
  5. Configure your filter and click Apply.
    Uploaded Image (Thumbnail)
     
  6. Click Save Search.
     
  7. Enter a name and click Save.
     

You can run your Saved Search at a later time by clicking My Saved Searches and selecting it from the list.

Uploaded Image (Thumbnail)

You can select multiple tickets in the search results and perform bulk operations on them. Click the checkboxes next to the tickets you want to change or select the checkbox at the top of the list to select all tickets in the list.

Uploaded Image (Thumbnail)

Then click Actions > Update to set the changes you want to apply to all selected tickets.

Print Article

Details

Article ID: 9479
Created
Fri 4/12/24 7:40 PM
Modified
Fri 4/12/24 7:47 PM