The Hook Use this workflow to create, modify, or delete Saved Filters, which make it easy to keep commonly used ticket lists available in a single click.
Before you begin...
• Requires at least Employee User Type access. (Note: To share Saved Filters with teams, you must be a Hotel Admin).
• Requires the following Role settings enabled: Access to the Ticket List tab and Access to View tickets.
• Saved Filters are located on the left side of the ticket tab, under the calendar.
The Steps
Creating a Saved Filter
1. Click +Add.
2. Enter a Name for the Saved Filter (this is how it will be identified on the web list view and the mobile dropdown).
3. Use the filter fields to build your search criteria. (Note: It is not necessary to select an option for each filter field, and some fields allow for multiple options to be selected).
4. Click Create to save.
Editing a Saved Filter
1. Hover your mouse over the Saved Filter and click the gear icon to the right.
2. Edit the filter fields as needed.
3. Click Save to update the filter.
Deleting a Saved Filter
1. Hover your mouse over the Saved Filter and click the gear icon to the right.
2. Click Delete.
3. Reconfirm in the popup message by clicking Delete again.
The Result Success: Your Saved Filter will be available on the left side of the ticket tab (web) and in the dropdown on the Alice Staff app (mobile).
Troubleshooting
• Note: Saved Filters are user-specific and will only be visible to the individual who created them unless they have been shared.
• Note: Users with View access will also receive notifications for unassigned tickets.
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