Searching and Filtering Tickets

Description

This article provides the main methods to search and filter tickets in TeamDynamix for technicians.

Environment

TeamDynamix

Solution 

Technicians are able to search and filter the tickets they see.

Standard Filters

You are able to filter tickets using the standard filters/reports found on the left-hand side of the screen in the Ticket Applicationmenu.

  • Tip: To navigate to the Ticket Application menu, l og into TDNext , navigate to the  Applications Menu (the green chart icon in the upper left), and select  Tickets.

OHIO IT tickets tab in TDNext, with the standard filters outlined in a red box. (Note: Select the image to enlarge, then 'View Image' to magnify)

Creating & Customizing Ticket Searches

You can can also customize the filter to be able to report on and list specific tickets.

  1. Select the Filterbutton the far right hand side of the screen.

    OHIO IT tickets tab in TDNext, with the filter button in the menu outlined with a red box. (Note: Select the image to enlarge, then 'View Image' to magnify)

  2. The filter screen will appear. Enter the filtering requirements you want, and select  Apply.

    Filter screen for searching tickets in TDNext outlined with a red box. (Note: Select the image to enlarge, then 'View Image' to magnify)

Saving Searches and Deleting Saved Searches

Once you have created a new filter, you can save it to search for tickets in the future.

Saving Searches

  1. With the search pulled up with your new filter, select Save Searchfrom the menu.

    TDNext tickets tab, with the

    (Note: Select the image to enlarge, then 'View Image' to magnify)

  2. Under  Save As , enter a name for your search and select  Save.

  3. Once you have saved your search, you can find any of your previously saved searches by selecting My Saved Searchesfrom the menu, then selecting the desired saved search from the drop down list.

    Tickets tab in TDNext with the

    (Note: Select the image to enlarge, then 'View Image' to magnify)

Deleting Saved Searches

  1. You are also able to delete your saved searches by selecting My Saved Searches, and then selecting Edit My Searches.

    Tickets application in TDNext, with the (Note: Select the image to enlarge, then 'View Image' to magnify)

  2. On the list of Saved Ticket Searches, select Deleteto remove the saved ticket search.

    tickets application in TDNext in the (Note: Select the image to enlarge, then 'View Image' to magnify)

Outcome:You are now able to search and filter tickets in TeamDynamix.

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