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Need help with setting up a view

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Craig R Taylor
Collector

Need help with setting up a view

Hi folks,

One of our users would like to have a view that basically has the following:

shows service calls assigned to his workgroup
shows unassigned service calls and service calls assigned to him
does not show service calls assigned to his team mates

We are running HPSD 4.5 SP 11

Any ideas?
You can observe a lot just by watching. - YOGI BERRA
6 REPLIES
George M. Meneg
Honored Contributor

Re: Need help with setting up a view

Hello Craig,

It seems that there is a contradiction in the filter:

shows service calls assigned to his workgroup
does not show service calls assigned to his team mates

how do you define team mates?

But have in mind that SP19 or higher is required in order to have complex view criteria (With AND/OR/NOT etc)
menes fhtagn
Tim Schmitt_4
Frequent Visitor

Re: Need help with setting up a view

It would be a view that says something like "Assigned to person = user or (assigned to person is empty and assigned to workgroup = user's workgroup)".

I think you would need to use an "or" since the assigned to person can be either the user's name or empty, depending in the assigned to workgroup.
Craig R Taylor
Collector

Re: Need help with setting up a view

Thanks guys. In response to your comment George sorry I wasn't clear. I meant the user didn't want to see service calls assigned to other members of the workgroup.

It sounds like we would need sp19 to get that kind of view setup.

Thanks again

Craig
You can observe a lot just by watching. - YOGI BERRA
Mark O'Loughlin
Honored Contributor

Re: Need help with setting up a view

Hi,

I meant the user didn't want to see service calls assigned to other members of the workgroup. --- Use the Service Today to show this. You could show calls assigned to the user only with a defined view.
Craig R Taylor
Collector

Re: Need help with setting up a view

Hi Mark,

The user also wants to see service calls not assigned to a workgroup member as well.
You can observe a lot just by watching. - YOGI BERRA
George M. Meneg
Honored Contributor
Solution

Re: Need help with setting up a view

Hello Craig,

This view can't be done on OVSD SP11 because it requires "OR".

Assignment;To Workgroup=his group
and (Assignmnent;To Person=him OR assignment to person is empty)

SP19 or higher is needed for such a view.
menes fhtagn
//Add this to "OnDomLoad" event