Customize your view

Destiny Help Desk allows for quick searching and flexible filtering. Most pages allow you to customize your view.

Important: The following image shows the All Requests page. The Request ID and Assign to Me do not appear on pages, such as Manage Users or View All PMs.

All Requests page overview

Note: Universal search checks the following fields:

  • Requests: Description, Request Creator User, Building, Purpose, Problem Type, Budget Code, Assigned To, Request ID, and Notes
  • Inventory: Inventory Name, Part Number, and Description

Filters

On any of the customizable pages, you can add specific columns or filters, and then save them. Filters are page-specific.

Important: Pages save your most recent filters to create a customized view (even if you have changed pages or logged out).

To save filter settings:

  1. Set any filters and columns you want.
  2. Select Actions > Add New Saved Filter.
  3. Enter a name.
    Add New Saved Filter pop-up.
  4. Click Save.

Once a filter is saved, the page updates and uses that filter. The filter is available for use by clicking the Select Saved Filter drop-down at the top-left of the page.

Columns

You can add or remove columns to control the filtering options on a page.

To add or remove a column:

Note: All custom fields for requests are available as a selectable column.
  1. Click Columns. The Select Columns pop-up appears.
    Select Columns pop-up.
  2. To add a column, from the Unselected section, select the column you want to display and then click the right arrow.
  3. To remove a column, from the Selected section, select the column you want to remove and then click the left arrow.
  4. To change the order columns appear, drag and drop in the desired order.
  5. Click Save.