NextTicket Manager: How to Setup Filters? (editing)

Filters are used to narrow down the tickets that you want your technicians to work on. A filter is configured by defining the conditions using PSA fields (ex: Board IN Help Desk, Status NOT IN Closed). Only Admin users can create and modify filters.

How to Create a Filter?

You can create a new filter by doing the following:

1. On the main dashboard, click on the 2nd dropdown then click "Add New Filter".  
2. A Filter Settings window should pop up where you can:
    
   1. Input a Filter Name
   2. Add conditions using the available PSA fields and operators to define the ticket pool. Common filters used are Service Boards/Queue, Ticket Status, and Closed Flag. (Use the "+" button to add a condition/group)
   3. You may click the "Preview" button to check the tickets being pulled by the set filter settings. (A user should be selected on the main dashboard for the preview button to work)
   4. Once satisfied with the filter setting, click "Save".
      
      Note: If a PSA field you want to use is currently not available, please submit a request to our support team.

How to Edit a Filter?

You can edit an existing filter by doing the following:

1. On the main dashboard, click on the 2nd dropdown.
2. Click the pen icon along the filter you want to edit.
3. On the Filter Settings window, update the name or conditions.
4. Click "Save" to save the changes made.

How to Copy a Filter?

You can copy/clone an existing filter by doing the following:

1. On the main dashboard, click on the 2nd dropdown.
2. Click the copy icon along the filter you want.
3. A copy of the selected filter should be added to the dropdown list.

How to Delete a Filter?

You can delete a filter by doing the following:

1. On the main dashboard, click on the 2nd dropdown.
2. Click the trash icon along the filter name you want to delete, then click OK to confirm.
3. The screen should refresh and the filter will be removed from the dropdown list.