Searching and Filtering Tickets

Summary

This article provides instructions on how to search and filter tickets. It also provides instruction on how to save searchs, and delete saved searches.

Body

Description

This article provides the main methods to search and filter tickets in TeamDynamix for technicians.

Environment

TeamDynamix

Solution 

Technicians are able to search and filter the tickets they see.

Standard Filters

You are able to filter tickets using the standard filters/reports found on the left-hand side of the screen in the Ticket Application menu.

  • Tip: To navigate to the Ticket Application menu, log into TDNext, navigate to the Applications Menu (the green chart icon in the upper left), and select Tickets.

OHIO IT tickets tab in TDNext, with the standard filters outlined in a red box.(Note: Select the image to enlarge, then 'View Image' to magnify)

Creating & Customizing Ticket Searches

You can can also customize the filter to be able to report on and list specific tickets.

  1. Select the Filter button the far right hand side of the screen.

    OHIO IT tickets tab in TDNext, with the filter button in the menu outlined with a red box.(Note: Select the image to enlarge, then 'View Image' to magnify)

  2. The filter screen will appear. Enter the filtering requirements you want, and select Apply.

    Filter screen for searching tickets in TDNext outlined with a red box.(Note: Select the image to enlarge, then 'View Image' to magnify)

Saving Searches and Deleting Saved Searches

Once you have created a new filter, you can save it to search for tickets in the future.

Saving Searches

  1. With the search pulled up with your new filter, select Save Search from the menu.

    TDNext tickets tab, with the "Save Search" button outlined in red.

    (Note: Select the image to enlarge, then 'View Image' to magnify)

  2. Under Save As, enter a name for your search and select Save.

  3. Once you have saved your search, you can find any of your previously saved searches by selecting My Saved Searches from the menu, then selecting the desired saved search from the drop down list.

    Tickets tab in TDNext with the "My Saved Searches" button outlined in red.

    (Note: Select the image to enlarge, then 'View Image' to magnify)

Deleting Saved Searches

  1. You are also able to delete your saved searches by selecting My Saved Searches, and then selecting Edit My Searches.

    Tickets application in TDNext, with the "My Saved Searches" menu selected, and the option, "Edit My Saved Searches" outlined in red.(Note: Select the image to enlarge, then 'View Image' to magnify)

  2. On the list of Saved Ticket Searches, select Delete to remove the saved ticket search.

    tickets application in TDNext in the "My Saved Ticket Searches" screen, with the "Delete" option outlined in red for a specific saved search.(Note: Select the image to enlarge, then 'View Image' to magnify)

Outcome: You are now able to search and filter tickets in TeamDynamix.

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Additional resources

Details

Details

Article ID: 982
Created
Fri 7/19/24 3:08 PM
Modified
Wed 9/11/24 1:49 PM