Configuring data views
Introduced in 2024.2
The View Configuration page allows administrators to customize the data views available to Self Service Portal users. These views determine how specific data, such as tickets or approvals, is displayed in the portal. For example, in the Tickets section of the portal, users can choose from various views like All Tickets, Open Tickets, or Closed Tickets. Each view displays specific columns to highlight relevant information for that perspective.
The XML configuration allows you to add, remove, or modify columns for each view. For example, to add a Priority column to the Open Tickets view, insert <Field Name="Priority" /> into the relevant section of the XML.
To find field names:
In the Settings App, navigate to Workflow and Business Logic > [Module] > [Object Class] > Fields. You'll see a list of fields displayed in the Fields column. However, note that these are field labels, not field names.
Field names are derived from field labels, with spaces replaced by underscores. For example, the field label Actual Response Date corresponds to the field name Actual_Response_Date.
If you’re unsure about the exact field name, you can double-click any row in the Fields table or select Edit to open the Field Properties dialog. The field name will be displayed in the Field Name field.
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To save your custom configurations as an XML file, click Export.
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To apply pre-configured settings by uploading an XML file, use the Import option.
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To revert any changes and reset the views to their original settings, click Restore Default.