Body
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.
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Creating & Customizing Ticket Searches
You can can also customize the filter to be able to report on and list specific tickets.
- Select the Filterbutton the far right hand side of the screen.
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- The filter screen will appear. Enter the filtering requirements you want, and select Apply.
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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
- With the search pulled up with your new filter, select Save Searchfrom the menu.
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Under Save As
, enter a name for your search and select Save.
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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.
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Deleting Saved Searches
- You are also able to delete your saved searches by selecting My Saved Searches, and then selecting Edit My Searches.
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- On the list of Saved Ticket Searches, select Deleteto remove the saved ticket search.
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Outcome:You are now able to search and filter tickets in TeamDynamix.
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