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    Home Madrid Now Platform Capabilities Now Platform capabilities Agent Workspace Agent Workspace administrator configuration Agent Workspace lists Configure filtered lists for Agent Workspace

    Configure filtered lists for Agent Workspace

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    Configure filtered lists for Agent Workspace

    Create a filtered list, select list columns, and assign it to specific teams to give agents focused list results in Agent Workspace.

    Before you begin

    Role required: workspace_list_admin

    To create a filtered list, you need the privileged workspace_list_admin role. If you have the workspace_list_admin role, you can elevate your privileges using the profile settings menu. For more information on privileged roles, see Elevated privilege.

    Procedure

    1. Navigate to Agent Workspace > Lists > List Filters.
    2. Click New.
    3. Complete the form with the following information.
      Table 1. List filter form fields
      Field Description
      List name Name for the list. Choose something that agents can easily identify. For example, Open incidents.
      Category The category a list is filed under. Select a category that you previously configured.
      Order The order in which the list appears by levels of 100. Lower numbers appear first. For example, 100 appears before 200.
      Active Whether the list appears in workspace. Select Active to ensure it appears.
      Table The table you want to show records from.
      Conditions The filters that apply to the list. Use the condition builder to show or hide relevant items in the list. For example, Active is true. For more information on creating a filter, see Create a filter.
      Columns The columns that display information from the records in the list. Use the slushbucket to configure relevant fields to show in the list, for example, number, short description, priority, and state.
      Groups List of users who can view the list. Add any group to limit list access to just that group, for example Customer Service Support. You can add more than one group to the list. If you do not add a group, any user who can access Agent Workspace can access the list.
      Roles Specific roles that can view the list. Limit list access by role. If you do not add a role, any user who can access Agent Workspace can access the list.
    4. Click Submit.

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    Choose your release version

      Configure filtered lists for Agent Workspace

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Configure filtered lists for Agent Workspace

      Create a filtered list, select list columns, and assign it to specific teams to give agents focused list results in Agent Workspace.

      Before you begin

      Role required: workspace_list_admin

      To create a filtered list, you need the privileged workspace_list_admin role. If you have the workspace_list_admin role, you can elevate your privileges using the profile settings menu. For more information on privileged roles, see Elevated privilege.

      Procedure

      1. Navigate to Agent Workspace > Lists > List Filters.
      2. Click New.
      3. Complete the form with the following information.
        Table 1. List filter form fields
        Field Description
        List name Name for the list. Choose something that agents can easily identify. For example, Open incidents.
        Category The category a list is filed under. Select a category that you previously configured.
        Order The order in which the list appears by levels of 100. Lower numbers appear first. For example, 100 appears before 200.
        Active Whether the list appears in workspace. Select Active to ensure it appears.
        Table The table you want to show records from.
        Conditions The filters that apply to the list. Use the condition builder to show or hide relevant items in the list. For example, Active is true. For more information on creating a filter, see Create a filter.
        Columns The columns that display information from the records in the list. Use the slushbucket to configure relevant fields to show in the list, for example, number, short description, priority, and state.
        Groups List of users who can view the list. Add any group to limit list access to just that group, for example Customer Service Support. You can add more than one group to the list. If you do not add a group, any user who can access Agent Workspace can access the list.
        Roles Specific roles that can view the list. Limit list access by role. If you do not add a role, any user who can access Agent Workspace can access the list.
      4. Click Submit.

      Tags:

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