|
| 1 | +Personal queues |
| 2 | +=============== |
| 3 | + |
| 4 | +What is a Custom Queue? |
| 5 | +----------------------- |
| 6 | + |
| 7 | +A custom queue is a view of tickets based on a custom criteria that you specify. It allows you to create your own personal views of tickets and specify what information you would like to see. |
| 8 | + |
| 9 | +What is a Custom Column? |
| 10 | +------------------------ |
| 11 | + |
| 12 | +A custom column is an additional field that is not displayed initially when viewing the ticket tab. Using custom columns allows you to include these fields in the ticket list. |
| 13 | + |
| 14 | +How do I create my own personal queues? |
| 15 | +--------------------------------------- |
| 16 | + |
| 17 | +Each tab has a drop down menu where you can select the option to 'Add Personal Queue'. |
| 18 | + |
| 19 | +.. image:: ../../_static/images/cccc_create_personal_queue.png |
| 20 | + :alt: Create Personal Queue |
| 21 | + |
| 22 | +You are then prompted to specify what criteria of you would like to see in regards to tickets in your personal queue: |
| 23 | + |
| 24 | +.. image:: ../../_static/images/cccc_new_personal_queue.png |
| 25 | + :alt: New Personal Queue |
| 26 | + |
| 27 | +| |
| 28 | +
|
| 29 | +.. image:: ../../_static/images/cccc_new_personal_queuesave.png |
| 30 | + :alt: Save New Personal Queues |
| 31 | + |
| 32 | +Once you have saved your changes, the new queue will appear in the list: |
| 33 | + |
| 34 | +.. image:: ../../_static/images/cccc_personal_queue_created.png |
| 35 | + :alt: Personal Queue Created |
| 36 | + |
| 37 | +**Note:** Only you can see your personal queues |
| 38 | + |
| 39 | + |
| 40 | +Where can I edit the personal queues I create? |
| 41 | +---------------------------------------------- |
| 42 | + |
| 43 | +To edit your personal queues, simply go to the queue and click the settings button that appears beside the title and choose Edit. |
| 44 | + |
| 45 | +.. image:: ../../_static/images/cccc_edit_personal_queue_button.png |
| 46 | + :alt: Edit Queue Button |
| 47 | + |
| 48 | +From there, you are able to change the criteria options originally chosen: |
| 49 | + |
| 50 | +.. image:: ../../_static/images/cccc_change_queue_criteria.png |
| 51 | + :alt: Change Queue Criteria |
| 52 | + |
| 53 | +How do I add/modify columns to a personal queue? |
| 54 | +------------------------------------------------ |
| 55 | + |
| 56 | +Within the same edit menu, select the 'Columns' tab: |
| 57 | + |
| 58 | +.. image:: ../../_static/images/cccc_queue_edit_columns_tab.png |
| 59 | + :alt: Queue Edit Columns Tab |
| 60 | + |
| 61 | +By default, columns will be inherited from the Parent queue which is 'Open' in this case. The parent queue can be changed using the dropdown box indicated with the arrow. |
| 62 | + |
| 63 | +.. image:: ../../_static/images/cccc_parent_queue_dropdown.png |
| 64 | + :alt: Parent Queue Dropdown |
| 65 | + |
| 66 | +Once the 'Inherit columns from the parent queue' box is unchecked, more customizations can be made. |
| 67 | + |
| 68 | +Here, you have the option to rename columns, modify their width, and remove columns. You can also rearrange the columns by dragging them by the double arrows to the far left. |
| 69 | + |
| 70 | +.. image:: ../../_static/images/cccc_column_rearrange.png |
| 71 | + :alt: Column Rearrange |
| 72 | + |
| 73 | +The sortable checkboxes make the column headings clickable. If you click the heading, tickets are sorted by that column. In this example, I have clicked the 'Subject' column displaying the tickets in alphabetical order by the Subject. |
| 74 | + |
| 75 | +.. image:: ../../_static/images/cccc_subject_sortable.png |
| 76 | + :alt: Sortable Subject |
| 77 | + |
| 78 | +Adding Columns To A Personal Queue |
| 79 | +---------------------------------- |
| 80 | + |
| 81 | +Click 'Edit' for your personal queue and go to the 'Columns' tab and scroll to the bottom of the window: |
| 82 | + |
| 83 | +.. image:: ../../_static/images/cccc_add_column_to_personal.png |
| 84 | + :alt: Add Column To Personal Queue |
| 85 | + |
| 86 | +Click 'Add' and Save the changes. |
| 87 | + |
| 88 | +.. image:: ../../_static/images/cccc_add_button.png |
| 89 | + :alt: Add Button |
| 90 | + |
| 91 | +Now the 'Due Date' field can be seen in the Personal Queue. |
| 92 | + |
| 93 | +.. image:: ../../_static/images/cccc_due_date_field.png |
| 94 | + :alt: Due Date Field |
| 95 | + |
| 96 | +Adding Quick Filters |
| 97 | +-------------------- |
| 98 | + |
| 99 | +Quick Filters add an option to the top of the page to quickly filter by a specified field. Agents can add Quick Filters to Custom Queues by editing the Queue and going to the Settings tab. |
| 100 | + |
| 101 | +.. image:: ../../_static/images/cccc_personalqf1.png |
| 102 | + :alt: Personal Quick Filter 1 |
| 103 | + |
| 104 | +| |
| 105 | +
|
| 106 | +.. image:: ../../_static/images/cccc_personalqf2.png |
| 107 | + :alt: Personal Quick Filter 2 |
| 108 | + |
| 109 | +Once saved, an Agent can quickly filter tickets by the field of their choice |
| 110 | + |
| 111 | +.. image:: ../../_static/images/cccc_personalqf3.png |
| 112 | + :alt: Personal Quick Filter 3 |
| 113 | + |
| 114 | +In addition to being able to create personal queues, Agents can also modify how existing queues show up specifically to them by editing the existing queues. |
| 115 | + |
| 116 | +For example, editing the Open queue: |
| 117 | + |
| 118 | +.. image:: ../../_static/images/cccc_edit_existing_queue.png |
| 119 | + :alt: Edit Existing Queue |
| 120 | + |
| 121 | +From here, Agents can customize existing queues in the same way they can customize their own personal queues. |
| 122 | + |
| 123 | +.. image:: ../../_static/images/cccc_edit_existing_queue2.png |
| 124 | + :alt: Edit Existing Queue 2 |
| 125 | + |
| 126 | +See :doc:`here <../../Features/Custom Columns & Custom Queues (Agent)>` for full details on customizing your personal columns and queues. |
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