Customizing Views for SSP Customers

Alloy Navigator Express comes with pre-defined views for the Self Service Portal:

  • Tickets— Views for Tickets The availability of a certain view depends on the user access level.
    • All Tickets This view is available to all SSP users. The view displays all Tickets submitted by the user.
    • Open Tickets This view is available to all SSP users. The view displays all Tickets submitted by the user, that have any status except for "Closed".
    • Closed Tickets This view is available to all SSP users. The view displays all closed Tickets submitted by the user.
    • All Tickets (Manager) This view is available only to managers. The view displays all Tickets that the manager can see, depending on the access level.
    • Open Tickets (Manager) This view is available only to managers. The view displays all non-closed Tickets that the manager can see, depending on the access level.
    • Closed Tickets (Manager) This view is available only to managers. The view displays all closed Tickets that the manager can see, depending on the access level.

      NOTE: Ticket views for managers are available to SSP users who have either Manager, Department Manager, or Organization Manager access level. For details on user access levels, see Understanding User Access Level.

  • Equipment Reservations Views for Equipment Reservations:
    • All This view displays all Equipment Reservations submitted by the user.
    • Open This view displays all Equipment Reservations submitted by the user, that have any status except for "Closed".
    • Closed This view displays all closed Equipment Reservations submitted by the user.
  • Library ItemsThis view shows available Library Items for requesting equipment. The view displays all Library Items shared for the user’s organization, that have any status except for "Retired".
  • AssetsThis view displays Computers and Inventory Items owned by the user.
  • Knowledge Base ArticlesThis view displays Public KB Articles in "Live" status. Note, when the access scope of articles is restricted, the view will display only articles that are shared with the user's organization.

    INFO: For details on publishing KB articles, see Help: Publishing KB articles on the Self Service Portal.

You can customize any pre-defined view by adding, removing, or rearranging columns.

To customize a view, edit the views_config.xml file as explained further. This file is located in the config folder under the folder where Self Service Portal files are stored:

[PhysicalPathToSSP]\config\views_config.xml

The [PhysicalPathToSSP] is the placeholder for the physical path to Self Service Portal files.

NOTE: For instruction on viewing the physical path of Self Service Portal installation folder, see Physical Path to Self Service Portal Files.

This file contains multiple <ObjectView> sections corresponding to the views listed above, where Object indicates the object class such as Ticket, Equipment Reservations, Equipment Lending Library, etc. Each <ObjectView> section includes a <Fields> section, containing column names to be displayed in the Self Service Portal.

To add a column to the view, add the <Field Name=“FieldName”> tag inside the <Fields> section, where FieldName is the default label of the field for the new column. Spaces in the default label, if any, must be replaced with underscores.

For example, to add a column with Priority values to the Open Tickets (Manager) view:

  1. Locate the views_config.xml file and open it with a text editor (for example, Microsoft Notepad).
  2. Find the <TicketView Name="Open Tickets (Manager)"> section.
  3. Add a <Field Name="Priority" /> tag inside, as displayed below.

  4. Save the views_config.xml file.

    NOTE: If necessary, you can revert to the original configuration by replacing your customized views_config.xml file with the default views_config.xml file from the SSP template. The template views_config.xml.default is available in the same folder or in \\System\WebAppsTemplates\SSP\config under the Alloy Navigator Express installation folder.

    NOTE: If your SSP users are using multiple languages when accessing SSP, you may need to update your localization dictionaries after adding new columns to the views. For details, see Preparing a Localization Dictionary.

To remove a column from the view, delete the corresponding <Field Name> tag from the corresponding <ObjectView> section.

The Self Service Portal displays columns in the order they are listed in the <Fields> section.