Filter and Sort

From the Service Requester Dashboard, view details or check the status of a request. This dashboard provides a list of your service requests and work orders, where you can quickly see their status or click on an item to get more information.

Use filters to refine your search results.

List view

List view displays data in a column and row format.

Further customize the list by resizing and repositioning columns, changing the order of records within the columns, and applying filters to any column to focus on priorities.

Resize and change column positions

The list has multiple column headers, each representing a category related to the requests and/or work orders. Default or custom fields act as column headers in the data source and appear as table headers. Adjust the layout of these columns in the following ways:

Resize a column: Place your mouse cursor on the vertical line between the column headers until a double arrow appears. Then, click and drag left or right to resize the column.
Move a column: Click, hold, and drag the column header to a different position. Release the mouse button to drop the column into its new position. The column moves to the new position.

Sort

Sort the columns in ascending or descending order. Click the heading cell of the column you want to sort. An arrow appears to indicate the sort order.

Up arrow for ascending order.
Down arrow for descending order.

Search for a request and/or work order

If you know the request or work order number, search for it on the Dashboard page.

In Search by, select Search request / WO #.
In Request / WO #, enter the full or partial number and click Apply.

If requests match your search, they display in the results list.

Search with filters

Apply predefined filters to narrow down the search results list. For example, you can filter work orders by specific criteria such as account, status, priority, and type. Each filter group is set to All by default.

On the Dashboard, in Search by, select Use filters.
In the filter bar, select options within one or more filters: Request statuses, Priorities, and Types.
Click Apply.

The list updates based on the selected filters.
Click Reset filters clear filters.

View service request details

View details for a service request or work order that shows in the list.

On the Service Request dashboard, find the service request for which you want more detail.
Click the item in the list.

The Service request page opens.
To go back to the dashboard, click Close.