Documentation forSolarWinds Service Desk

List View

As you get to know your SWSD, you will become familiar with which features you use most frequently and which views are most important for you to access easily. Based on the information gained, you can filter, edit and customize the index pages throughout your SWSD to best meet your needs.

Let's begin with the first page in your menu. Navigate to Dashboard, then click Tasks.

Notice the upper left hand corner, you can see the title of the table, in this case, Active Tasks and a number of options.

From the down arrow to the right of the page title, you can select your view via default and/or previously defined specifications such as:

  • Active Tasks
  • All Tasks
  • My Overdue Tasks
  • and much more, just open your dropdown menu to take a look.

The dropdown menu is composed of a collection of out-of-the-box and saved views previously defined by the user.

The reflects your ability to view your options. Options include:

  • Edit
  • Share your view with others
    • As soon as you select Share a new window appears that allows you and your team to save and share custom views of different index pages across the SolarWinds Service Desk platform.
      • For example:
        • All New incidents
        • All missed SLAs
        • All incidents due next week
    • Only the creator of the view can shared it with others
    • Anyone viewing the new view will not be able to save changes, it will be with view only permissions.
    • Only the creator can edit the view and save changes for all users that have access to the shared view.

  • Save as New and more
  • again, we recommend you open your dropdown menu to review your options.

When you see an option such as Save Changes, it may be grayed out. This means this option is not available to you at this time.

Now click on the blue Edit View, a column will appear in the left pane of your screen where you can:

  • Filter via specific attributes such as Approval, Assigned to, etc. and you can add additional attributes that will assist you in filtering to best meet your needs.
  • Select the columns for your index page and the order in which you would like them to appear. As soon as you select the check mark beside the column title, this column will be jump up in the order to join the other selected columns.
  • Or sort via Title, Assigned to, etc., and determine if you would like the results to appear in ascending or descending order.

After making your selection in each of the Fliter, Column and/or Sorting fields click Apply to see the new view.

The title now reflects Active Task (Edited).

Once you click Apply the new view appears however is not saved. Very important, if you wish to keep this view, click Save and create a name for this view. Otherwise this will not be saved for future access.

To make SWSD as user friendly as possible we also provide an alternative option to customize your view.

Directly from any index page, you can drag-and-drop a column by clicking the column name and sorting the composition of your table.

Whether you edit via the blue Edit View feature of drag-and-drop directly from within your table, you will see the word Edited next to the Index page name.

You must save these changes or else they will be lost once you leave the view or the page.