Working with Filter Panels for Searching

you can create and configure filter panels to improve the way the application searches in in the service desk console, you can use a filter panel to add additional search options search filter panel you can define filter panels for business objects, including custom business objects (custom business objects are business objects that users can customize for their own individual business requirements ) each filter panel is made up of one or more filter groups the figure below shows the filter panel for the change business object if you click more at the bottom of a filter group, the application displays the more options dialog box each filter group is made up of one or more individual filters adding a filter panel docid\ i8frbt31fpz h9h9nrzjaediting a filter panel docid\ i8frbt31fpz h9h9nrzja adding a filter panel by default, provides filter panels for several key business objects to add a filter panel for another business object, follow these steps from the configuration console, click build > search tools > filter searches to display the filter searches workspace click add select a business object from the drop down list click save editing a filter panel from the configuration console, click build > search tools > filter searches to open the filter searches workspace filter searches workspace the application displays business objects in three categories common business objects that you use on a daily basis incident problem change release service request knowledge custom business objects everything else next to any business object, click edit to display the edit filter workspace you can make changes to the filter groups and individual in this workspace edit filter workspace from the edit filter workspace, you can do the following adding a filter group to a filter panel docid\ i8frbt31fpz h9h9nrzjaenabling and disabling filter groups in a filter panel docid\ i8frbt31fpz h9h9nrzjaediting the title of a filter group docid\ i8frbt31fpz h9h9nrzjaadding an individual filter to a filter group docid\ i8frbt31fpz h9h9nrzjaediting an individual filter in a filter group docid\ i8frbt31fpz h9h9nrzjaremoving a filter group from a filter panel docid\ i8frbt31fpz h9h9nrzja adding a filter group to a filter panel follow these steps to add a new filter group to a filter panel perform steps 1 and 2 in editing a filter panel docid\ i8frbt31fpz h9h9nrzja click add filter in the condition name field, enter the name for the filter group this is the header that the application displays in the service desk console in the condition help field, enter information that the application displays as a tooltip click save click preview on the toolbar to see what the filter panel looks like filter preview workspace to translate the values in the filter panel, click translation tool refer to using the ivanti translation tool docid\ c92 3jttrgimjuaqt9atp for more information about using the ivanti translation tool click save enabling and disabling filter groups in a filter panel before you begin, perform steps 1 and 2 in editing a filter panel docid\ i8frbt31fpz h9h9nrzja if a filter group is enabled, the application displays on next to its name to disable the filter group, click on to toggle it to off disabled filter group to enable the filter group, click off to toggle it to on editing the title of a filter group follow these steps to edit the title of a filter group perform steps 1 and 2 in editing a filter panel docid\ i8frbt31fpz h9h9nrzja to edit the header title, click on it the application displays the condition filter dialog box enter a new name in the condition name field (optional) in the condition help field, enter information that displays as a tool tip click save do the following to verify the new header title a go to the service desk console b open the selected business object c click show filters d verify that the new header title displays e hover over the header title to verify that the tool tip displays correctly adding an individual filter to a filter group follow these steps to add an individual filter to a filter group perform steps 1 and 2 in editing a filter panel docid\ i8frbt31fpz h9h9nrzja click either add filter criteria or add another filter criteria the application displays the filter criteria dialog box enter the name of the individual filter in the label field select the type of control to use from the drop down list in the control field choose from none, calendar, checkbox, pick list, or textbox add one or more expressions to your individual filter the control type you chose in step 4 determines the content displayed in the expression area for example, if you selected calendar , the application displays the following choices filter criteria an individual filter can be a single search condition or a group of multiple search conditions for example, an incident that is considered to be "open" can actually contain a number of different status settings such as logged and resolved however, you can configure one individual filter to contain multiple parameters see the figure below multiple conditions we recommend that you use a unique name for an individual filter if it contains multiple conditions to display an individual filter in a filter group in a filter panel, check show by default if you do not check show by default , you must click more in the filter panel to display this individual filter click save editing an individual filter in a filter group perform steps 1 and 2 in editing a filter panel docid\ i8frbt31fpz h9h9nrzja to edit the name or type of an individual filter, click edit on the right hand side to remove an individual filter, click remove on the right hand side removing a filter group from a filter panel follow these steps to remove a filter group from a filter panel perform steps 1 and 2 in editing a filter panel docid\ i8frbt31fpz h9h9nrzja click the remove filter icon to remove the filter group and all of the associated individual filters click yes in the confirmation dialog box click save