--- title: Ivanti Service Management Portfolio UI V3 Incident Workspace slug: neurons-for-itsm/admin-user-help/enu/latest/ivanti-service-management-portfolio-ui-v3-incident-workspace createdAt: 2026-07-14T19:16:42.704Z --- The **Ivanti Service Management Portfolio UI V3** Incident Workspace offers a modern interface that allows you to manage incidents using either a data grid, Kanban view or Gallery view, with flexible filtering, personalization, and workflow tools. ## Incident Workspace The Incident workspace displays incident records in a modernized Data Grid, Kanban or Gallery views layout. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/j3QBFVXoNud1dKrN7I9cN_data-grid-created-using-the-page-deisgner.png" position="flex-start" size="80" width="1900" height="950" initialPath="Images/Data grid created using the page deisgner.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Data grid created using the page deisgner.png" darkWidth="1900" darkHeight="950" showCaption="false" indent="1"} ### Layout Overview - **Saved Filters:** A dropdown to select saved filters. - **Filter By:** A control for applying additional filters, such as **Status**, **Priority**, **Assignment**, **Created date**, **Respond by**, **Resolve by** and **Advanced Filter** options. - **Search Bar:** A keyword search box to locate incidents quickly. - **Configure Button:** Opens the [Modern Page Designer](docId:0pUY-SDKXlgoGrq-17tq9) for administrators to modify the data grid. - **Center dashboard:** Displays the configured data grid for the selected business object created using the Modern Page Designer. - **Settings icon:** The **Group by** and **Column chooser** options are available under the Settings icon. - **Reset icon:** It will **Reset list personalization**, **Column width**, **Column order**, **Hidden columns**, **Sorting**, **Grouping**, and **Rows per page**. - **Pagination controls:** Located at the bottom of the page. Use these to change the number of filters displayed per page (**10**, **25**, **50**, or **100**) and navigate between pages. ::::ExpandableHeading ## Temporary UI Switcher Between Classic and Modern Views The **Ivanti Service Management Portfolio UI V3** Incident workspace introduces the temporary UI switcher, which lets you continue using **Classic UI** forms while previewing the new **UI V3** forms. The switcher is available in **Modern** Layouts configured as a top-level tab, for the administrator role only. Standard users continue to see **Classic UI** forms with no change. Administrators can use it to toggle to switch between **Classic UI** and **UI V3** and forms. ### To switch the view: 1. Open an **Incident** record. 2. At the top right of the record, locate the view switcher next to the Watchlist control. 3. Select **Modern view** to preview the record in the **UI V3** form, or select **Classic view** to return to the Classic form. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/mKGEBwcDyRSCcZqrJagNM_ui-switcher-classic-view.png" position="flex-start" size="80" width="1380" height="652" initialPath="Images/UI Switcher Classic View.png" githubPath="Admin-User/Content/Working with the Analyst/Images/UI Switcher Classic View.png" darkWidth="1380" darkHeight="652" showCaption="false" indent="1"} ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/SVCJh1wUiup2PR497m5BF_modern-view.png" position="flex-start" size="80" width="1425" height="652" initialPath="Images/Modern View.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Modern View.png" darkWidth="1425" darkHeight="652" showCaption="false" indent="1"} :::hint{type="info"} The Temporary UI Switcher is a temporary migration aid, not a permanent dual UI option. Full migration to **Ivanti Service Management Portfolio UI V3** forms is not yet supported. Continue using Classic Analyst forms for production until Ivanti adds a supported migration path in a future release. ::: :::: ::::ExpandableHeading ## Key Features in the Home page ### Switching Between Grid, Kanban and Gallery Views You can switch between the data grid and Kanban views directly from the Incident workspace. - The **Grid** view displays incidents in a tabular layout with columns and rows, making it easier to filter, sort, and analyze data in detail. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/UzN35ppnI7duBhJTu5hGq_grid-view.png" position="flex-start" size="80" width="1913" height="954" initialPath="Images/Grid View.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Grid View.png" showCaption="false" darkWidth="1913" darkHeight="954" indent="1"} - The **Kanban** view displays incidents as cards grouped into columns, providing a visual workflow that supports drag-and-drop management. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/FWFkmqkdV60G-IzXkQcEP_kanban-view-new.png" position="flex-start" size="80" width="1911" height="955" initialPath="Images/Kanban View New.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Kanban View New.png" showCaption="false" darkWidth="1911" darkHeight="955" indent="1"} - The **Gallery** view displays incident details in a responsive layout that works on both mobile and desktop. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/aUhx8Q0jQl1RqHOmATvmW_d1-gallery-views.png" position="flex-start" size="80" width="1916" height="950" initialPath="Images/D1 Gallery Views.png" githubPath="Admin-User/Content/Working with the Analyst/Images/D1 Gallery Views.png" showCaption="false" darkWidth="1916" darkHeight="950" indent="1"} ### Tab List and Grouping Use the tab list and grouping to manage multiple open workspace tabs. When you open multiple tabs from the same workspace, the application groups those tabs under the workspace name. The number beside the workspace name indicates how many tabs are open for that workspace. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/RBH5WiNJ7-4aCxEkDdn2Z_tablist-grouping.png" position="flex-start" size="80" width="1556" height="832" initialPath="Images/Tablist Grouping.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Tablist Grouping.png" showCaption="false" darkWidth="1556" darkHeight="832" indent="1"} For example, if you open multiple Incident records, the application groups the tabs under the Incident workspace. You can use the grouped tab to switch between open tabs in that workspace. - **Desktop view:** In desktop view, the application groups open tabs by workspace. It does not combine tabs from different workspaces into one group. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/Iik4mhY_pDE8Mqv48I3zm_group-tabs.png" position="flex-start" size="80" width="1563" height="835" initialPath="Images/Group tabs.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Group tabs.png" showCaption="false" darkWidth="1563" darkHeight="835" indent="1"} When the tab bar has enough space, the application displays the full tab name. When the available space is limited, the application shortens the tab name and displays the full tab name in a tooltip. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/uQi4UdjhIlfhVMnbsgUvl_group-tab-tooltip.png" position="flex-start" size="80" width="1562" height="773" initialPath="Images/Group tab tooltip.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Group tab tooltip.png" showCaption="false" darkWidth="1562" darkHeight="773" indent="1"} If more tabs are open than the tab bar can display, the extra tabs move to the overflow list. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/Eg6r9SttwLOVO8SisAO_d_tablist-grouping-overflow-list.png" position="flex-start" size="80" width="1558" height="775" initialPath="Images/tablist Grouping overflow list.png" githubPath="Admin-User/Content/Working with the Analyst/Images/tablist Grouping overflow list.png" showCaption="false" darkWidth="1558" darkHeight="775" indent="1"} You can use the keyboard to navigate between workspace tabs and interact with tab controls. :::Paragraph{listStyleType="disc" indent="2"} Use **Tab** to move forward through the tab controls. Use **Shift+Tab** to move back to the previous tab control. ::: :::Paragraph{listStyleType="disc" indent="2"} If a dropdown or list is available, use the arrow keys to move through the options. ::: :::Paragraph{listStyleType="disc" indent="2"} Use **Enter** or **Space** to select or activate a button. ::: :::Paragraph{listStyleType="disc" indent="2"} You can also close tabs from the tab bar. ::: - **Mobile view** In mobile view, the application does not group tabs by workspace. Instead, the application displays an Open tabs dropdown. Use the Opened tabs dropdown to view all open tabs and navigate to a tab. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/kUJip-mSeHR0q5hJT_oa8_tablist-mobile-view.png" position="flex-start" size="45" width="451" height="807" initialPath="Images/tablist mobile view.png" githubPath="Admin-User/Content/Working with the Analyst/Images/tablist mobile view.png" showCaption="false" darkWidth="451" darkHeight="807" indent="1"} ### Row Selection with Checkboxes - Each row now includes a **checkbox** for selection. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/m13vJ7K2xNJFVfAxIoVd-_chekbox-selection-introduced-for-all-rows.png" position="flex-start" size="80" width="1900" height="950" initialPath="Images/Chekbox selection introduced for all rows.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Chekbox selection introduced for all rows.png" showCaption="false" darkWidth="1900" darkHeight="950" indent="1"} - Once a row is selected, related toolbar actions (for example, **Delete**) are activated. - **Delete Action** - The **Delete** button is inactive until you select one or more rows using the checkbox. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/iRmoMwr2gAZ5jOmBtlqFi_delete-option-gets-activated.png" position="flex-start" size="80" width="1908" height="951" initialPath="Images/Delete option gets activated.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Delete option gets activated.png" showCaption="false" darkWidth="1908" darkHeight="951"} - After selection, the **Delete** option becomes available. ### Group by and Column Chooser - The **Group by** and **Column chooser** options are available from the **Settings** icon next to the **Actions** menu. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/3_1ucnkdwdJidNIyKJMLk_group-by-and-column-chooser.png" position="flex-start" size="80" width="1903" height="945" initialPath="Images/Group by and Column Chooser.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Group by and Column Chooser.png" showCaption="false" darkWidth="1903" darkHeight="945" indent="1"} - You can group records by a selected column or adjust which columns are displayed in the data grid. ### Pin Records to Watchlist - Each row now includes a **Pin** icon. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/v14nsGPIjG0ur7cwKRPGg_pin-it-action.png" position="flex-start" size="80" width="1901" height="949" initialPath="Images/Pin it Action.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Pin it Action.png" showCaption="false" darkWidth="1901" darkHeight="949" indent="1"} - Selecting the pin adds the record to the **Watchlist** at the top of the page. **Saved Filters and Fliter by searches** - The **Saved filters** dropdown appears at the top of the workspace, next to the **Filter by** menu. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/QmOySoIZfubUVm-2-API9_saved-filter-searches.png" position="flex-start" size="80" width="1909" height="955" initialPath="Images/Saved filter searches.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Saved filter searches.png" showCaption="false" darkWidth="1909" darkHeight="955" indent="1"} - The **Saved filters** dropdown includes: - **Favorites:** Access filters you have marked as favorites. - **All:** Access the full list of saved filters. - **Create New:** Opens the **Advanced filter** editor to define a new saved filter. - **View All:** Opens the **Saved Filters** page to view and manage all saved filters. ### Create a New Saved Filters 1. From the **Saved filters** dropdown, select **Create New**. 2. The **Advanced filter** dialog opens. This dialog has two tabs: **Filter** and **Sort**. **Configure Filter** 1. In the **Filter** tab, define the conditions for the filter: - Use the dropdowns to select fields, operators, and values. - Use AND or OR to **Delete** multiple conditions. 2. Select **Apply**, **Cancel** or **Reset** the filter to clear the fields. **Configure Sorting** :::Paragraph{listStyleType="decimal" indent="2"} In the **Sort** tab, choose the field to sort by from the **Sort by** dropdown. ::: :::Paragraph{listStyleType="disc" indent="3"} Options include **Category**, **Created On**, **Customer**, **Incident**, **Location**, **Modified On**, **Owner**, **Priority**, **Service**, **Source**, and **Status**. ::: :::Paragraph{listStyleType="decimal" listStart="2" indent="2"} Select the sort order: **Ascending** or **Descending**. ::: :::Paragraph{listStyleType="decimal" listStart="3" indent="2"} Select **Apply**, **Cancel** or **Reset** the filter to clear the fields. ::: ### View All Saved filters Select **View All** from the **Saved filters** dropdown to open the **Saved Filters** page. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/SpT4DASpJal97XNC7G_Ac_edit-filter-search.png" position="flex-start" size="80" width="1910" height="951" initialPath="Images/Edit filter search.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Edit filter search.png" showCaption="false" darkWidth="1910" darkHeight="951" indent="1"} **Page Layout** - **Add to favorite:** Marks the selected filter as a favorite. - **Create new:** Opens the **New saved filter** editor where you can define a new filter. - **Close:** Exits the Saved Filters page and returns to the workspace. - **Filter by keyword:** Allows you to search for filters by name. - **Pagination controls:** Located at the bottom of the page. Use these to change the number of filters displayed per page (10, 25, 50, or 100) and navigate between pages. - **Pagination controls:** Located at the bottom of the page. Use these to change the number of filters displayed per page (**10**, **25**, **50**, or **100**) and navigate between pages. **Saved Filters page** The Saved Filters page displays the following columns: | Field | Description | | ------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------- | | Is favorite | Indicates whether the filter is marked as a favorite. A star icon shows that the filter appears under Favorites in the Saved filters dropdown. | | Filter name | Displays the name of the saved filter. Select the filter name to view or edit its configuration. | | Category | Shows the category assigned to the saved filter, such as **Saved Search** or Dashboard. | | Available to roles | Lists the roles that can access the saved filter. | | Published to | Indicates whether the filter is published to specific teams | | Created by | Displays the user who created the saved filter. | | Modified by | Displays the user who last modified the saved filter. | | Modified on | Shows the date and time when the filter was last updated. | | Actions | Provides additional options for the filter, such as **Export to Excel**, **Email**, **Edit**, **Clone**, **Dependency** and **Delete**. | ### Create a New - **Creating and Editing Saved Filters** - Select **Create New** to create a **New saved filter** dialog box opens. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/eF8bDD0xPT8mFG_l4AyyR_new-saved-filter-dialog-box.png" position="flex-start" size="80" width="1177" height="698" initialPath="Images/New saved Filter dialog box.png" githubPath="Admin-User/Content/Working with the Analyst/Images/New saved Filter dialog box.png" showCaption="false" darkWidth="1177" darkHeight="698"} - The filter editor includes three tabs: 1. **Filter** - In the **Filter** tab, define the conditions for the filter: - Use the dropdowns to select fields, operators, and values. - Use AND or OR to Delete multiple conditions. - Select **Apply**, **Cancel** or **Reset** the filter to clear the fields. 2. **Sorting** - In the **Sort** tab, choose the field to sort by from the **Sort by** dropdown. - Options include **Category**, **Created On**, **Customer**, **Incident**, **Location**, **Modified On**, **Owner**, **Priority**, **Service**, **Source**, and **Status**. - Select the sort order: **Ascending** or **Descending**. - Select **Apply**, **Cancel** or **Reset** the filter to clear the fields. 3. **Settings:** - Use this tab to configure filter properties. - **Filter name:** Enter a unique name for the filter. - **Category:** Select a category (default is Saved Search). - **Publish to roles:** Select roles that can access this filter. - **Publish to teams:** Select teams that can access this filter. - Filters published to teams appear between **Favorites** and **All** in the **Saved filters** dropdown. - **Default for role:** Choose whether the filter should be the default for selected roles. - **Personal default:** Checkbox to mark the filter as your personal default. - **Add to favorite searches:** Checkbox to mark the filter as a favorite for quick access. - Select **Apply**, **Cancel** or **Reset** the filter to clear the fields. :::: :::ExpandableHeading ## Configure advanced expressions for filter criteria When you create or edit a saved filter, you can define **advanced expressions** to control how filter conditions are evaluated. From the **Filter** tab of the **Edit saved filter** dialog, select the **expression (ƒx)** icon next to a filter condition to open the **Expression editor**. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/TpKz2DHZpo5RiPntEL7X0_expression-filter-in-workspace.png" position="flex-start" size="80" width="982" height="469" initialPath="Images/Expression filter in Workspace.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Expression filter in Workspace.png" showCaption="false" darkWidth="982" darkHeight="469" indent="1"} **Expression editor** - Use the **Expression editor** to build advanced filter logic using supported fields, functions, and date/time expressions. - The editor provides the following tools: - **Incident**: Business object fields available for filtering - **Functions:** Built-in functions (for example, date and time functions) - **Time Zones:** Time zone aware functions for date comparisons - Select **Save**, **Cancel** or **Reset** the filter to clear the fields. ::: ::::ExpandableHeading ## Filter by Options - The **Filter by** dropdown includes common filter options such as **Status**, **Priority**, **Assignment**, **Created date**, **Respond by**, **Resolve by** and **More Options**. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/IoVKORq5N4jE2wAZgGlUI_filter-option-in-modern-analyst-home-page.png" position="flex-start" size="80" width="1906" height="948" initialPath="Images/Filter Option in Modern Analyst Home PAGE.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Filter Option in Modern Analyst Home PAGE.png" showCaption="false" darkWidth="1906" darkHeight="948" indent="1"} - Selecting **Advanced filter** opens the saved filter configuration window. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/vCgnmJoB7sEhzNGEfAwmt_advanced-filter.png" position="flex-start" size="80" width="1904" height="951" initialPath="Images/Advanced Filter.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Advanced Filter.png" showCaption="false" darkWidth="1904" darkHeight="951" indent="1"} :::Paragraph{listStyleType="decimal" indent="2"} **Filter** ::: :::Paragraph{listStyleType="disc" indent="3"} In the **Filter** tab, define the conditions for the filter: ::: :::Paragraph{listStyleType="disc" indent="4"} Use the dropdowns to select fields, operators, and values. ::: :::Paragraph{listStyleType="disc" indent="4"} Use **AND** or **OR** to delete multiple conditions. ::: :::Paragraph{listStyleType="disc" indent="3"} Select **Apply**, **Cancel** or **Reset** the filter to clear the fields. ::: :::Paragraph{listStyleType="decimal" listStart="2" indent="2"} **Sorting** ::: :::Paragraph{listStyleType="disc" indent="3"} In the **Sort** tab, choose the field to sort by from the **Sort by** dropdown. ::: :::Paragraph{listStyleType="disc" indent="4"} Options include **Category**, **Created On**, **Customer**, **Incident**, **Location**, **Modified On**, **Owner**, **Priority**, **Service**, **Source**, and **Status**. ::: :::Paragraph{listStyleType="disc" indent="3"} Select the sort order: **Ascending** or **Descending**. ::: :::Paragraph{listStyleType="disc" indent="3"} Select **Apply**, **Cancel** or **Reset** the filter to clear the fields. ::: :::: :::ExpandableHeading ## Configure Filter Searches (Configuration Console) Filter Searches control options appear in the Filter by menu for a business object (for example, **Incident**). The **text box** filter control (example: **Summary contains**) is now supported in the **Ivanti Service Management Portfolio UI V3** filter panel. **To configure Filter Searches** 1. Go to **Settings** >**Build**. 2. Expand **Search Tools**, select **Filter Searches**. 3. In the list, select the business object you want to configure (for example, **Incident**). ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/-H7jZDlmOShExh1apfVfG_filter-searches.png" position="flex-start" size="80" width="1911" height="952" initialPath="Images/Filter searches.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Filter searches.png" showCaption="false" darkWidth="1911" darkHeight="952" indent="1"} The **Business Object Filter Configuration page** appears. **Business Object Filter Configuration page** The Business Object Filter Configuration page displays all predefined filter criteria available for the selected business object. Each filter category (such as **Status**, **Priority**, **Assignment**, **Created Date**, **Respond By**, **Resolve By**, and **More Options)** appears as a separate section. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/elDE60rP_4DXctgGDuir4_fliter-searches-edit-page.png" position="flex-start" size="80" width="1908" height="947" initialPath="Images/Fliter searches edit page.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Fliter searches edit page.png" showCaption="false" darkWidth="1908" darkHeight="947" indent="1"} For each filter category, you can: - Enable or disable the category using the **ON/OFF** toggle. - View the available filter values and their control types (for example, **Checkbox**, **Pick List**, or **Calendar**). - Specify whether a filter value is shown by default. - Edit or remove individual filter values. - Add additional filter criteria within the category. These filter definitions determine which options appear in the Filter by menu and Advanced filter dialog in the Ivanti Service Management Portfolio UI V3 workspace. **Edit Filter Criteria** When you select **Edit** for a filter criterion, the **Filter Criteria** dialog box opens. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/gFLxaPcvm0rYZUwhYmb09_summary-contains-search-box.png" position="flex-start" size="80" width="1908" height="948" initialPath="Images/Summary Contains search box.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Summary Contains search box.png" showCaption="false" darkWidth="1908" darkHeight="948" indent="1"} **Label:** Enter the text that appears in the filter UI (for example, **Summary contains**). **Control:** Select the input control used to capture user input, selecting **Textbox** enables free-text search input. **Expression** Defines the condition added to the search logic. - To Configure the following fields, do the following fields: - **Field:** Select the business object field to evaluate (for example, **Summary**). - **Is:** Select the comparison operator (for example, **Contains**). - Select **Save** to apply the changes, or select **Cancel** to discard them. Filters configured with a **Textbox** control are supported and available in the **Ivanti Service Management Portfolio UI V3**. After you save the filter criteria, navigate to the **Home** page. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/bnhCldGNn_O1w_7_Bdqty_summary-contains-search-box-nova-page.png" position="flex-start" size="80" width="983" height="466" initialPath="Images/Summary Contains search box nova page.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Summary Contains search box nova page.png" showCaption="false" darkWidth="983" darkHeight="466" indent="1"} Open the relevant workspace (for example, **Incident**) and verify that the updated filter appears in the **Filter by** menu. Under **More options**, confirm that the **Summary contains** text box is available. ::: :::ExpandableHeading ## AI Search AI Search allows you retrieve records. The system interprets the query and generates filter criteria automatically. The AI search field is available in: - the **List View** - the **Advanced filter** dialog The search field displays an example prompt such as: Ask anything, for example: Show me all incidents that are breaching in next 24 hours. To learn supported and non-supported user queries, refer [User Query Patterns](docId:4UNW478WTIEVHIdmTAWM-). ### Enable AI Search Refer [Enable AI Search](docId:4UNW478WTIEVHIdmTAWM-) for more information. ### AI Search in List View You can run AI Search directly from the List View. 1. Open a workspace such as **Incident**, **Service Request** or any other workspace. 2. In the **List View**, locate the search area. 3. Select the **AI search** icon next to the search field. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/WSOQOpW2ktDDRqKhyJ7gC_ai-search-logo.png" position="flex-start" size="80" width="1914" height="887" initialPath="Images/AI search logo.png" githubPath="Admin-User/Content/Working with the Analyst/Images/AI search logo.png" showCaption="false" darkWidth="1914" darkHeight="887" indent="1"} The AI search field appears. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/0NwmYIJpBle2BRy4WAd99_ai-search-field.png" position="flex-start" size="80" width="1676" height="829" initialPath="Images/AI search field.png" githubPath="Admin-User/Content/Working with the Analyst/Images/AI search field.png" showCaption="false" darkWidth="1676" darkHeight="829" indent="1"} 4. Enter the following prompt in the text box - "**Show me all incidents with status Logged or Active**". 5. Run the search. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/PM8bcUAQZM7JuXGJ5b0J4_ai-search-examples.png" position="flex-start" size="80" width="1680" height="773" initialPath="Images/AI search examples.png" githubPath="Admin-User/Content/Working with the Analyst/Images/AI search examples.png" showCaption="false" darkWidth="1680" darkHeight="773" indent="1"} By default, the same search criteria are reflected in the **Advanced Filter**. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/QTPU9VmR9S8p55fmARgy__advanced-search-filter-box.png" position="flex-start" size="80" width="1667" height="774" initialPath="Images/Advanced search filter box.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Advanced search filter box.png" showCaption="false" darkWidth="1667" darkHeight="774" indent="1"} The system processes the query and generates filter criteria. ### AI Search in the Advanced Filter Dialog You can also run AI Search from the Advanced filter dialog. 1. Open the **Advanced filter** dialog. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/nQrtpi90gUpVvWOUtbV5U_advanced-filter-dialog-ai-search.png" position="flex-start" size="80" width="1670" height="831" initialPath="Images/Advanced filter dialog AI search.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Advanced filter dialog AI search.png" showCaption="false" darkWidth="1670" darkHeight="831" indent="1"} 2. In the **AI search** field, enter a query. 3. Run the search. The system generates filter criteria. The generated filters appear in the **Filter** tab. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/lx5UIOzKL3MUXbw6Om500_filter-tab-search-appears.png" position="flex-start" size="80" width="1673" height="898" initialPath="Images/Filter tab search appears.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Filter tab search appears.png" showCaption="false" darkWidth="1673" darkHeight="898" indent="1"} The **Advanced filter** dialog includes the following options: - **Apply** - **Reset** - **Cancel** Select **Apply** to run the search using the generated filters. - After running an AI search query, the system generates filter criteria. - The generated filters appear in the **Filter** section of the **Advanced filter** dialog. - Review the filter criteria before applying the search. - Select **Apply** to run the search using the generated filters. ### Manage Applied Filters After you apply the filter, the system displays the filter in the **List View** as a filter label. The filter label shows the applied condition. You can **edit** or **delete** the applied filter. **Edit and Delete a Filter** 1. Locate the filter label in the **List View**. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/7YyM0TEpSbkkNvaSCnttd_edit-and-delete-filter-in-list-view.png" position="flex-start" size="80" width="1671" height="829" initialPath="Images/Edit and Delete filter in list view.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Edit and Delete filter in list view.png" showCaption="false" darkWidth="1671" darkHeight="829" indent="1"} 2. Select the **Edit** :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/_IQ3dPaYcsGv_d6w_7RpR_edit-icon37x29.png" alt caption size="10" width="37" height="29"} icon or **Delete** :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/qwTQXzX3JsfKeeRVmX3XB_delete-icon-1.png" alt caption size="10" width="37" height="33"} icon next to the filter. The system opens the **Advanced filter** dialog. 3. Modify the filter criteria. 4. Click **Apply**. The system updates the filter and refreshes the list results. After the system generates filters, you can save the search. From the **Advanced filter** dialog, you can: - update the existing saved search, or - create a new saved search ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/82-s5rkyZQsxU9Tszzhi-_manage-saved-search.png" position="flex-start" size="80" width="1666" height="833" initialPath="Images/Manage Saved search.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Manage Saved search.png" showCaption="false" darkWidth="1666" darkHeight="833" indent="1"} The system stores the generated filters as part of the saved search. ### Provide Feedback for AI Search You can provide feedback for AI Search results from: - the **List View** ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/UiRoMUvxlnHpuSW7KGQ3X_list-view-feedback.png" position="flex-start" size="80" width="1668" height="827" initialPath="Images/List View feedback.png" githubPath="Admin-User/Content/Working with the Analyst/Images/List View feedback.png" showCaption="false" darkWidth="1668" darkHeight="827" indent="1"} - the **Advanced filter** dialog ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/WfBa6lmGOzA5evdxpMdUe_advanced-filter-dialog-ai-search-feedback-option.png" position="flex-start" size="80" width="1672" height="827" initialPath="Images/Advanced filter dialog AI search feedback option.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Advanced filter dialog AI search feedback option.png" showCaption="false" darkWidth="1672" darkHeight="827" indent="1"} The AI search field includes the following feedback options: - **Thumbs up** - **Thumbs down** **Submit Feedback** 1. Enter a query in the AI search field. 2. Run the search. 3. Select a **feedback** icon. A feedback dialog appears. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/6tnR_rOWqiC9-d3InbCRK_feedback-dialog.png" position="flex-start" size="80" width="1668" height="829" initialPath="Images/Feedback dialog.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Feedback dialog.png" showCaption="false" darkWidth="1668" darkHeight="829" indent="1"} 4. Enter additional feedback in the text box. 5. Click **Submit**. Alternatively, select **Cancel** to close the dialog without submitting feedback. ### AI Search Availability in UI V3 The availability of the AI Search field in **Ivanti Service Management Portfolio UI V3** depends on the search configuration defined in the [Modern Page Designer](#). Administrators can configure whether the search field appears in the **List View**, the **Advanced filter** dialog, or both. **Behavior Based on Search Configuration** **When the Enable simple search checkbox is cleared** ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/TJGhxmES3wSpMmhCXsfU5_enable-simple-search-in-modern-page-designer.png" position="flex-start" size="80" width="1673" height="851" initialPath="Images/Enable simple search in Modern Page designer.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Enable simple search in Modern Page designer.png" showCaption="false" darkWidth="1673" darkHeight="851" indent="1"} If the **Enable simple search** checkbox is cleared in the **Modern Page Designer** and the configuration is saved and published, refresh the **Ivanti Service Management Portfolio UI V3 page**: - The **simple search bar** with AI is not displayed in the **List View**. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/i6_dZ5HRaLIQYzUZL-dP5_simple-search-not-available.png" position="flex-start" size="80" width="1246" height="811" initialPath="Images/Simple search not available.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Simple search not available.png" showCaption="false" darkWidth="1246" darkHeight="811" indent="1"} - But the AI Search remains available in the **Advanced filter** dialog. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/nQrtpi90gUpVvWOUtbV5U_advanced-filter-dialog-ai-search.png" position="flex-start" size="80" width="1670" height="831" initialPath="Images/Advanced filter dialog AI search.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Advanced filter dialog AI search.png" showCaption="false" darkWidth="1670" darkHeight="831" indent="1"} **When the Enable saved search checkbox is cleared** ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/6WVACdDRaGy2sz-8GLy_E_unchecked-enable-saved-search.png" position="flex-start" size="80" width="1667" height="847" initialPath="Images/unchecked Enable saved search.png" githubPath="Admin-User/Content/Working with the Analyst/Images/unchecked Enable saved search.png" showCaption="false" darkWidth="1667" darkHeight="847" indent="1"} If the **Enable saved search** checkbox is cleared and the configuration is saved and published, refresh the **Ivanti Service Management Portfolio UI V3 page**: - The AI search field is not available in the **Advanced filter** dialog. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/DUqEZTafiAETxKya4pQQ9_advanced-filter-without-ai.png" position="flex-start" size="80" width="2544" height="1293" initialPath="Images/Advanced Filter without AI.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Advanced Filter without AI.png" showCaption="false" darkWidth="2544" darkHeight="1293" indent="1"} In this case, the AI search capability is removed from the workspace UI. ::: ::::ExpandableHeading ## Using the Link Field Controls in the Ivanti Service Management Portfolio UI V3 A Link Field associates the record on the current form with a related record from another business object. For example, the Incident form uses link fields such as **Customer**, **Org/Acct**, and **Employee** to display data from those objects. ### Context Menu Actions Select the **ellipsis (⋮)** to open the context menu. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/U4YeAECCeZ5g8CoWC4KCA_linked-fields-context-menu.png" position="flex-start" size="80" width="1558" height="660" initialPath="Images/Linked Fields Context Menu.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Linked Fields Context Menu.png" showCaption="false" darkWidth="1558" darkHeight="660" indent="1"} | Action | Description | | --------------- | ----------------------------------------------------------------------------------------------------------------------------------- | | Add new | Opens a new-record form for the linked object in a dialog box. The application selects the saved record in the field automatically. | | Edit / View | Opens the linked record in a dialog box for editing or for viewing. | | Go to | Navigates directly to the full page of the linked record. | | Advanced search | Opens the Advanced search dialog box so that you can filter and browse the full list of linked records. | ### Select a Record Use type-ahead search to find and select a related record. 1. Select the field, field and then start typing. 2. After you type three characters, a dropdown displays matching records. Each row shows fields from the linked object (for example, LoginID and Email) to help you identify the correct record, along with a **View details** (eye) icon. 3. Select a row or use the keyboard to navigate the results and press **Enter** to select the highlighted row. The field displays the display name of the selected record. The dropdown also includes the following actions: - **View details** (**eye icon**): Opens the record on the highlighted row so that you can review it without selecting it. - **Advanced search**: Opens the Advanced search dialog box to filter and browse the full list of linked records. - **Add new**: Opens a new-record form for the linked object. ### Add or Edit a Linked Record When you select **Add new** or **Edit** from the context menu, the application opens a form for the linked record in a dialog box. The form that opens depends on how the layout was created: - **Migrated layouts:** The application opens the form in a dialog box configured in the original (Classic) layout. - **New layouts:** The application opens the default form defined for the linked business object in the [Modern Page Designer](docId:0pUY-SDKXlgoGrq-17tq9). The **Add new** and **Edit** actions otherwise behave as they do in the Classic UI. When the field property editable is set to **"NO"** in the Modern Page designer, the context menu displays **View** instead of **Edit**, so you can inspect the linked record without making changes. When a link field is rendered in a dialog box, only the **Go To** and **Advanced Search** options are available. The **Edit** and **Add New** options are not supported. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/f1TceAX6TaY658pbkdUop_linked-field-edit-employee-form-view.png" position="flex-start" size="80" width="1562" height="830" initialPath="Images/Linked field Edit Employee Form View.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Linked field Edit Employee Form View.png" showCaption="false" darkWidth="1562" darkHeight="830" indent="1"} The linked-record form includes a **Go to** button. The application enables **Go to** only when the form has no pending (unsaved) changes. When the form has unsaved changes, **Go to** is disabled. Select **Go to** to navigate to the full page of the linked record. ### Use Advanced Search Advanced search opens a full grid of the linked object's records with filtering capabilities. 1. Select the **ellipsis (⋮)**, and then select **Advanced search**. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/OJoJ8EQx0cTnYRFK9SMxc_linked-field-advanced-search-form-view.png" position="flex-start" size="60" width="1561" height="841" initialPath="Images/Linked field Advanced Search Form View.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Linked field Advanced Search Form View.png" showCaption="false" darkWidth="1561" darkHeight="841" indent="3"} 2. In the Advanced search dialog box, do any of the following: - Enter text in the **Filter by keyword** search box to run a full-text search across all records. - Select **Filter by** to apply column-level filters. - Select the **Refresh** icon to reload the results. - Select a column header to sort by that column. - Use the pagination controls to page through the results. 3. Select a row to highlight it, and then select **Select**. Alternatively, double-click a row to select it immediately. To close the dialog box without selecting a record, select **Cancel**. ### Filter Search Results Using Filter By The Filter by control filters the search grid by any column of the linked object. 1. In the **Advanced search** dialog box, select **Filter by**. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/OJoJ8EQx0cTnYRFK9SMxc_linked-field-advanced-search-form-view.png" position="flex-start" size="80" width="1561" height="841" initialPath="Images/Linked field Advanced Search Form View.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Linked field Advanced Search Form View.png" showCaption="false" darkWidth="1561" darkHeight="841" indent="1"} A scrollable list of available columns appears. 2. (Optional) Enter text in the **Search filter** box to find a column by name. 3. Point to a column name, or press the Right arrow, to open a sub-panel with an input for that column's data type. 4. Enter or select a value. The application applies the filter to the grid immediately. ### Use the Hierarchical Picker When the **Hierarchical Picker** property is set to **Yes** in the [Modern Page Designer](docId:0pUY-SDKXlgoGrq-17tq9) and the linked object is organized in a parent-child hierarchy (for example, a Category tree or an Organization Unit structure), the application opens a Hierarchical Picker dialog box. ## Open a Linked Record with Go To in the UI V3 In the **Ivanti Service Management Portfolio UI V3**, a link field lets you open a related record directly from the current form. When you select **Go to** on a link field or in a child panel such as **Task**, the application opens the linked record in a tab instead of in a dialog box. :::hint{type="info"} The **Go to** action opens the linked record only when the linked business object has a top-level tab configured for its layout. If no top-level tab exists for the business object, the application does not open the record. To resolve this, an administrator adds a top-level tab for the business object, as described in the following procedure. ::: ### Add a Top-Level Tab for a Linked Business Object When **Go to** does not open a linked record in the **Ivanti Service Management Portfolio UI V3** page, an administrator has to adds a top-level tab for the linked business object. After the administrator adds the tab, the **Go to** action opens the record in a new tab. To add a top-level tab, do the following: 1. In Settings, select **Configure** > **Users and Permissions** > **Roles and Permissions > Admin**. 2. Click **Top Level Tabs**. 3. Click **Add New Tab**. 4. Under What Workspace Type, select **Object Workspace**. 5. On the **New Tab Details** page, do the following: - In the **Name** field, enter a name for the tab. - Under **Object Workspace's Configuration**, select the **Object** for the linked business object, and then select its **Layout**. 6. Click **Add This Tab**. 7. Click **Save**. 8. Refresh the **Ivanti Service Management Portfolio UI V3** page. ### Open the Linked Record After the administrator adds the top-level tab, open the linked record: 1. Open the record that contains the link field or child panel. 2. In the child panel, select the record that you want to open. 3. Select **Go to**. The application opens the linked record in a new tab. :::: ::::ExpandableHeading ## Working with Attachments The **Attachment** control lets you upload, manage, and download file attachments on a record. It appears on the record's **Details** tab and supports both file uploads and URL-based attachments. The actions available to you depend on how the administrator configured the control. ### Display Modes The Attachment control appears in one of two display modes, which the administrator sets in the [Modern Page Designer](docId:0pUY-SDKXlgoGrq-17tq9): - **Compact mode** (default): Shows the **Choose file / or drop file here** upload zone and a vertical list of attachments. Each row shows a thumbnail or file icon, the file name, the uploader, a timestamp, and a delete icon. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/xzZ83xUgJMXiLVVisFH6A_attachment-uploader.png" position="flex-start" size="80" width="1562" height="672" initialPath="../Resources/Images/Attachment uploader.png" githubPath="Admin-User/Content/Resources/Images/Attachment uploader.png" showCaption="false" darkWidth="1562" darkHeight="672" indent="1"} ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/VTz17D29Uh-e7RFwzmF3t_attachment-uploader-toolbar.png" position="flex-start" size="80" width="1558" height="670" initialPath="Images/Attachment Uploader toolbar.png" githubPath="Admin-User/Content/Working with the Analyst/Images/Attachment Uploader toolbar.png" showCaption="false" darkWidth="1558" darkHeight="670" indent="1"} - **Extended mode** - Adds a rename icon to each row and a toolbar with **Add attachment**, **Add URL**, **Download**, and **Delete**, followed by a card grid with selection checkboxes for bulk actions. ### Add a URL Attachment Adding a URL is available in extended mode when the administrator enables **Enable to add URL**. 1. In the Attachment toolbar, select **Add URL**. 2. The application displays a dialog box. 3. Enter a valid URL. 4. Select **Save**. The application adds the URL to the attachment list with a link icon. Selecting the URL opens it in a new browser tab. ### Rename an Attachment Renaming is available for uploaded (non-URL) attachments when the administrator enables **Allow editing file name** and the form is not read-only. In the attachment list, select the rename (pencil) icon next to the file. 1. The application displays a dialog box with the current file name, without the extension. 2. Enter a new name. 3. Save the change. ### Download an Attachment The application downloads the selected files to your Downloads folder. URL attachments open in a new browser tab instead of downloading. - To download a single file, select the file name in the attachment list. - To download several files at once (extended mode), select the checkbox on each card, and then select Download in the toolbar. ### Delete an Attachment Deleting is available when the administrator sets **Can delete** to **Yes** and the form is not read-only. - To delete a single file, select the delete (trash) icon next to the file. - To delete several files at once (extended mode), select the checkbox on each card, and then select Delete in the toolbar. The application displays a confirmation dialog box before it deletes the attachments. :::hint{type="info"} For attachment concepts, URL handling, and administrator limits, see [Working With Attachments and URLs](docId\:DwYg6stRtAl1ZdOaEcfjZ) ::: ::::