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Views

Views are saved filter and column configurations that give you quick access to specific slices of your ticket queue. Use views to organize work by team, priority, SLA status, or any combination of criteria.

View settings

SettingDescription
NameView name (up to 128 characters)
DescriptionOptional description (up to 512 characters)
Scopepersonal (only you) or workspace (shared with all agents)
FiltersConditions that determine which tickets appear
ColumnsWhich ticket fields are displayed

Filter conditions

Views support filtering by:

  • Status, status category, priority, type
  • Assignee, group
  • Tags (contains any, contains none)
  • Sentiment, SLA status
  • Date ranges (updated after/before)
  • Custom fields
  • Ticket direction (inbound/outbound)

Conditions can be combined with all (AND) or any (OR) logic.

Available columns

ColumnDescription
StatusCurrent ticket status
SubjectTicket subject line
RequesterRequester name or email
AssigneeAssigned agent
PriorityTicket priority
TypeTicket type
CreatedCreation date
Last updatedLast modification date
TagsApplied tags
SLASLA status
GroupAssigned group
SentimentAI-detected sentiment
Custom fieldsAny custom field (via customField:*)

Creating a view

  1. Navigate to Views in the sidebar
  2. Click New View
  3. Enter a name and choose a scope (personal or workspace)
  4. Define your filter conditions
  5. Select which columns to display
  6. Save

Sorting and pagination

When viewing tickets through a view, you can sort by:

  • Created date, last updated date
  • Priority, status
  • SLA next due date
  • Sentiment

Additional filters can be applied on top of the view’s base filters without modifying the saved view.

Reordering views

Drag views in the sidebar to change their display order. The order is saved per workspace for shared views and per user for personal views.

System views

Helpdesk includes built-in system views for Suspended and Deleted tickets. These cannot be deleted but their column configuration can be customized.