Customize Lists

 

You can access the Customize List page by clicking Customize View from any list in SysAid or by clicking from the few lists in SysAid which display the upper form icons.

 Customize the Project list

 

 Customize the Asset list

 

The customize list page has three functions:

  1. Choose which fields show up in your lists and in which order.
  2. Choose which drop-down filters show up in your lists and in which order.
  3. Create and manage additional list views.

 

 Customize List page

 

1. Adding and removing fields from your list views

 

To add a field(s) to the list view:

  1. Open the Customize List page.
  2. Select the desired fields from the list of available columns.
  3. Click to move the field(s) to the list of visible columns.
  4. Use the up or down arrows to order the fields according to your preference.
  5. Click Save to add the changes to your current view. For more save options, see Managing List Views.

 

To remove a field(s) from the list view:

  1. Open the Customize List page.
  2. Select the desired fields from the list of visible columns.
  3. Click to move the field(s) to the list of available columns.
  4. Click Save to add the changes to your current view. For more save options, see Managing List Views.

 

2. Managing filters

 

SysAid provides a large array of predefined drop-down filters for use is filtering your lists.

 

 Drop-down filters

 

 Drop-down filter on the Asset list (appears on mouse-over)

 

To enable or disable a drop-down filter:

  1. Open the Customize List page
  2. Select the desired filter from the list of Filter Menus.
  3. Click Edit.
  4. Using the Enable Filter check box, enable or disable the filter as you see fit.
  5. Click Close.
  6. Click Save to add the changes to your current view. For more save options, see Managing List Views .

 

To rearrange filters (old list style only):

  1. Click to the filters that you would like to reorder.
  2. Click the arrow buttons to move the selected entries up or down. The drop-down filters display from left to right on the list page.
  3. Click Save.

 

To add a new drop-down filter:

Please contact support at helpdesk@sysaid.com for assistance in adding new drop-down filters.

Full only: If you have added a custom list field to your database using Customized Entities and you would like to create a drop-down filter for this new list, please go here for instructions.

 

To remove a drop-down filter:

It is not recommended to remove filters. If you no longer need a filter, please disable it.

 

Static filters:

A static filter applies to all results shown in the selected view, and can only be removed by returning to the Customize List view. Please contact support if you would like to add a static filter.

 

Archive filter (Service Desk lists only):

Choose whether the current view shows archived records or not. The view can show only archived SRs, only SRs that are not archived, or both.

 

3. Managing list views

 

Because you use SysAid in different ways at different times, you will need to have different list views readily available without needing to customize the desired view each time. Furthermore, only SysAid administrators can customize views, but any administrator might need to change views. For those reasons, you can create and customize as many different list views as you like. For more about using list views, see List Icons.

 

 Default list view, project list

 

 Default list view, asset list

 

The view you see when you open the Customize List page is your currently active view.

 

Create a new view:

  1. Open the Customize List page.
  2. Decide how your view will look by following the instructions in sections 1 and 2 above.
  3. Click the radio button Please enter a name for the new view.
  4. Enter a name for the new view.
  5. Click Save.

 

Edit an existing view:

  1. Open the Customize List page.
  2. Decide how your view will look by following the instructions in sections 1 and 2 above.
  3. Verify that the radio button next to Existing view is selected, and verify also that the view you would like to modify is selected in the drop-down list.
  4. Click Save.

 

Deleting a view:

  1. Open the Customize List page.
  2. Select the view you would like to delete in the Existing view drop-down list.
  3. Click Delete view.
  4. Click Save.

Please be warned that a deleted view cannot be recovered! The Default view cannot be deleted.

 

Return to Default: This restores the current view to its default state as included with new SysAid installations. A backup of the current view is created in case you realize that you need any of the changes that you've made. Return to Default is only available for views that come with SysAid, not new views that you've added.

 

Restrict a view to specific admin groups (Full only)

For any view that you create, you can choose which administrator groups have access to that view:

  1. Select any list view that you've created. Predefined views cannot be restricted (such as Default).
  2. Once you have selected the view, customize the view.
  3. At the top of the Customize List page,click to open a list of groups.
  4. Select the groups that have access to this view.
  5. Click Save..