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AurionAI

Save your own views

4 min readBy Emmanuel Yazbeck

Who sees this: Inbox — profiles Helpdesk and AI Voice + Helpdesk. Roles: all roles can save a view for themselves. Read-only users cannot share a view.

A saved view keeps a set of filters under a name, so you can get the same list again in one click. You can keep a view for yourself or share it with your organization.

Prerequisites

  • Your organization uses the Helpdesk or AI Voice + Helpdesk profile.
  • You know how to set filters. Read Search and filter conversations.
  • Any role can save a view for itself. To share a view, your base role is not Read-only.

What a view keeps

A view keeps the filters of the Basic tab. It does not keep:

  • the words and codes in the search box,
  • the quick tab,
  • the conditions of the Advanced tab.

Steps

  1. In the inbox, set the filters you want to keep on the Basic tab.
  2. Select Views, next to the page title. On a small screen, this button shows only a list icon.
  3. In the Views panel, select New View.
  4. In View Name, type a short name, for example "My urgent printers".
  5. To let everyone in your organization use the view, turn on Share with team. Leave it off to keep the view for yourself.
  6. Select Save.

Result

The message View created appears and the inbox applies your new view. In the Views panel, the view appears at the top:

  • under Personal when only you can see it,
  • under Shared, with a small people icon, when you shared it.

A check mark in the panel shows the view that is applied. The dashboard also remembers your last view in this browser.

Change or delete your view

You can change and delete only the views that you created. Other people's shared views have no edit buttons for you.

  1. Select Views.
  2. Point at your view in the panel. Two small buttons appear at the right: Edit View (a pencil) and Delete View (a bin).
  3. To change the view, select the pencil. Change the name or the sharing, then select Save. The message View updated appears.
  4. To delete the view, select the bin, then confirm with Delete. The message View deleted appears. You cannot undo this.

To change the filters of a view: apply the view, change the filters on the Basic tab without selecting a quick tab, and keep the Basic tab selected in the filter panel, then open the view with the pencil and select Save. The view now keeps the filters that the inbox shows.

The "(modified)" marker

When you select a built-in view and then change its filters, the page title shows the name of the view followed by (modified). This tells you that the list no longer matches the view. To go back, select the view again. To keep your changed filters, save them as a new view.

The built-in views cannot be changed. The marker appears only for built-in views.

If something goes wrong

  • New View is missing. Your account cannot save views. Ask your administrator.
  • You do not see Share with team. Read-only users cannot share a view.
  • You cannot change a view. The view belongs to someone else. Save your own copy: apply the view, then create a new view with your filters.
  • Save stays grey. Type a name in View Name first.
  • Your view shows other results than you expected. The view did not keep your search words, your quick tab or your advanced conditions. Set them again, or use only the Basic filters in views.

Still stuck? Submit a request or .