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Only admin users can create and modify filters. |
How to Create a Filter
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You can create a filter with the following steps:
- Open NextTicket on the MSPbots app. Navigate to Apps and select NextTicket from the apps list.
- On the NextTicket dashboard, click the Filter dropdownand select Add New Filter.
- Set up conditions on the Filter Settings window that appears.
- Input a Filter Name.
- Click the icon to add a condition and select the needed PSA field(s) and operator(s) to define the ticket pool. Service Boards/Queue, Ticket Status, and Closed Flag are commonly used filters. You can also use the icon to add a group.
- When done adding conditions, click the Preview button to test if the tickets are the ones that you want to show.
Note Select a user on the main dashboard before using the Preview button to ensure that the function will work successfully.
- Once satisfied with the filter settings, click Save.
Info If a PSA field is not available from the dropdown list, please reach out to our Support Team at support@mspbots.ai.
How to Edit a Filter
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You can edit an existing filter with the following steps:
- Navigate to Apps on the MSPbots menu and select NextTicket.
- On the main dashboard, click the Filter dropdown, then click the
- Click Save when done editing.
How to Copy a Filter
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You can copy or clone an existing filter with the following steps:
- Navigate to Apps on the MSPbots menu and select NextTicket.
- On the main dashboard, click on the Filter dropdown, then click the
A copy of the selected filter will be added to the dropdown list. icon corresponding to the filter you want to copy.
How to Delete a Filter
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You can delete a filter with the following steps:
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