Alternative End User Views

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By default, when logged into Zendesk as an end user it is possible to access a simple View showing a list of owned open requests or recently closed requests.

Using the End User Views module it is possible to alter the fields displayed for the View listing all open requests (see Replacing the Default View for End Users).

However, it is possible that there is a need for a number of additional end users Views showing Tickets in various states and based on a variety of conditions.

The creation of such alternative end user Views can also be achieved using the End User Views module provided as part of the Cloudset Framework.

The default View (3) for an end user is presented when selecting the Compact list link or via the link in the side panel (2), from withing the CHECK YOUR EXISTING REQUESTS tab (1).

Using the End User Views module it is possible to extend the list of alternative Views available to an end user (4).

Create a new View for use by all End Users

The first step is to create a new View using the standard Zendesk functionality, to be used as an alternative View for all end users.

This View can make use of any of the available conditions in the drop downs (1) and (2).

However, unlike the default end user View, the presence of the condition in which the Requester is the {current user} (3) is entirely optional, since these views might involve Tickets that belong to other users of your Zendesk account.

Deploy the End User WaaS Service

End User Views is part of a WaaS solution and so includes a Widget Service component (3) that provides a set of back end services to extend the Zendesk core functionality.

This Widget Service must be deployed from within the CloudSET WaaS Library (see the section of this manual describing the deployment and configuration of WaaS Components).

Invoke the End User Views Configurator

*Note: if you haven't already done so, before attempting to configure this Widget please familiarize yourself with the section of this manual describing the deployment and configuration of Widgets.

Once deployed the End User Views Widget (3) can be configured (4) and utilized from within the CloudSET Widget Library.

*Note: the presence of the red warning triangle (5) indicates that the dependent Widget Services have yet to be deployed (see previous step).

Select the View as an End User View

The new View to be used as and end user View will be present within the list of all available Views (1).

Drag this View and drop it onto the End User View node (2).

The View will be created as a child node (3) and will then appear in the list of Other Views for all end users.

Edit the Display Name of the New End User View

Double-click the node to enable editing of the name of the new View as it will be displayed in the list of Other Views for all end users (1).

The View will appear as a Base View within the node structure (2), indicating that it will be made available to all end users.

If necessary the default View can be removed at any time by dragging and dropping onto the "RUBBISH" bin (3).

Once the View has been configured remember to save the form (4), otherwise the updates will be lost when navigating away from the configurator.

Note: it is also possible to introduce Views that are only available to end users that play a specific Role (see Creating a Role Specific End User View), or end user Views that show Tickets for all users belonging to their associated Organization (see Creating an End User Default Organization View and Creating Alternative End User Organization View).

See the Alternative End User View in Operation

The alternative View (3) for an end user is now presented when selecting from side panel (2) from withing the CHECK YOUR EXISTING REQUESTS tab (1).

The display name for the alternative View is also shown on the page (4), replacing the default Open Requests View.

Alternative End User Views

Sub Banner

Alternative End User Views

By default, when logged into Zendesk as an end user it is possible to access a simple View showing a list of owned open requests or recently closed requests.

Using the End User Views module it is possible to alter the fields displayed for the View listing all open requests (see Replacing the Default View for End Users).

However, it is possible that there is a need for a number of additional end users Views showing Tickets in various states and based on a variety of conditions.

The creation of such alternative end user Views can also be achieved using the End User Views module provided as part of the Cloudset Framework.

The default View (3) for an end user is presented when selecting the Compact list link or via the link in the side panel (2), from withing the CHECK YOUR EXISTING REQUESTS tab (1).

Using the End User Views module it is possible to extend the list of alternative Views available to an end user (4).

Create a new View for use by all End Users

The first step is to create a new View using the standard Zendesk functionality, to be used as an alternative View for all end users.

This View can make use of any of the available conditions in the drop downs (1) and (2).

However, unlike the default end user View, the presence of the condition in which the Requester is the {current user} (3) is entirely optional, since these views might involve Tickets that belong to other users of your Zendesk account.

Deploy the End User WaaS Service

End User Views is part of a WaaS solution and so includes a Widget Service component (3) that provides a set of back end services to extend the Zendesk core functionality.

This Widget Service must be deployed from within the CloudSET WaaS Library (see the section of this manual describing the deployment and configuration of WaaS Components).

Invoke the End User Views Configurator

*Note: if you haven't already done so, before attempting to configure this Widget please familiarize yourself with the section of this manual describing the deployment and configuration of Widgets.

Once deployed the End User Views Widget (3) can be configured (4) and utilized from within the CloudSET Widget Library.

*Note: the presence of the red warning triangle (5) indicates that the dependent Widget Services have yet to be deployed (see previous step).

Select the View as an End User View

The new View to be used as and end user View will be present within the list of all available Views (1).

Drag this View and drop it onto the End User View node (2).

The View will be created as a child node (3) and will then appear in the list of Other Views for all end users.

Edit the Display Name of the New End User View

Double-click the node to enable editing of the name of the new View as it will be displayed in the list of Other Views for all end users (1).

The View will appear as a Base View within the node structure (2), indicating that it will be made available to all end users.

If necessary the default View can be removed at any time by dragging and dropping onto the "RUBBISH" bin (3).

Once the View has been configured remember to save the form (4), otherwise the updates will be lost when navigating away from the configurator.

Note: it is also possible to introduce Views that are only available to end users that play a specific Role (see Creating a Role Specific End User View), or end user Views that show Tickets for all users belonging to their associated Organization (see Creating an End User Default Organization View and Creating Alternative End User Organization View).

See the Alternative End User View in Operation

The alternative View (3) for an end user is now presented when selecting from side panel (2) from withing the CHECK YOUR EXISTING REQUESTS tab (1).

The display name for the alternative View is also shown on the page (4), replacing the default Open Requests View.

Alternative End User Views

Sub Banner

By default, when logged into Zendesk as an end user it is possible to access a simple View showing a list of owned open requests or recently closed requests.

Using the End User Views module it is possible to alter the fields displayed for the View listing all open requests (see Replacing the Default View for End Users).

However, it is possible that there is a need for a number of additional end users Views showing Tickets in various states and based on a variety of conditions.

The creation of such alternative end user Views can also be achieved using the End User Views module provided as part of the Cloudset Framework.

The default View (3) for an end user is presented when selecting the Compact list link or via the link in the side panel (2), from withing the CHECK YOUR EXISTING REQUESTS tab (1).

Using the End User Views module it is possible to extend the list of alternative Views available to an end user (4).

Create a new View for use by all End Users

The first step is to create a new View using the standard Zendesk functionality, to be used as an alternative View for all end users.

This View can make use of any of the available conditions in the drop downs (1) and (2).

However, unlike the default end user View, the presence of the condition in which the Requester is the {current user} (3) is entirely optional, since these views might involve Tickets that belong to other users of your Zendesk account.

Deploy the End User WaaS Service

End User Views is part of a WaaS solution and so includes a Widget Service component (3) that provides a set of back end services to extend the Zendesk core functionality.

This Widget Service must be deployed from within the CloudSET WaaS Library (see the section of this manual describing the deployment and configuration of WaaS Components).

Invoke the End User Views Configurator

*Note: if you haven't already done so, before attempting to configure this Widget please familiarize yourself with the section of this manual describing the deployment and configuration of Widgets.

Once deployed the End User Views Widget (3) can be configured (4) and utilized from within the CloudSET Widget Library.

*Note: the presence of the red warning triangle (5) indicates that the dependent Widget Services have yet to be deployed (see previous step).

Select the View as an End User View

The new View to be used as and end user View will be present within the list of all available Views (1).

Drag this View and drop it onto the End User View node (2).

The View will be created as a child node (3) and will then appear in the list of Other Views for all end users.

Edit the Display Name of the New End User View

Double-click the node to enable editing of the name of the new View as it will be displayed in the list of Other Views for all end users (1).

The View will appear as a Base View within the node structure (2), indicating that it will be made available to all end users.

If necessary the default View can be removed at any time by dragging and dropping onto the "RUBBISH" bin (3).

Once the View has been configured remember to save the form (4), otherwise the updates will be lost when navigating away from the configurator.

Note: it is also possible to introduce Views that are only available to end users that play a specific Role (see Creating a Role Specific End User View), or end user Views that show Tickets for all users belonging to their associated Organization (see Creating an End User Default Organization View and Creating Alternative End User Organization View).

See the Alternative End User View in Operation

The alternative View (3) for an end user is now presented when selecting from side panel (2) from withing the CHECK YOUR EXISTING REQUESTS tab (1).

The display name for the alternative View is also shown on the page (4), replacing the default Open Requests View.

Alternative End User Views

Sub Banner

Alternative End User Views

By default, when logged into Zendesk as an end user it is possible to access a simple View showing a list of owned open requests or recently closed requests.

Using the End User Views module it is possible to alter the fields displayed for the View listing all open requests (see Replacing the Default View for End Users).

However, it is possible that there is a need for a number of additional end users Views showing Tickets in various states and based on a variety of conditions.

The creation of such alternative end user Views can also be achieved using the End User Views module provided as part of the Cloudset Framework.

The default View (3) for an end user is presented when selecting the Compact list link or via the link in the side panel (2), from withing the CHECK YOUR EXISTING REQUESTS tab (1).

Using the End User Views module it is possible to extend the list of alternative Views available to an end user (4).

Create a new View for use by all End Users

The first step is to create a new View using the standard Zendesk functionality, to be used as an alternative View for all end users.

This View can make use of any of the available conditions in the drop downs (1) and (2).

However, unlike the default end user View, the presence of the condition in which the Requester is the {current user} (3) is entirely optional, since these views might involve Tickets that belong to other users of your Zendesk account.

Deploy the End User WaaS Service

End User Views is part of a WaaS solution and so includes a Widget Service component (3) that provides a set of back end services to extend the Zendesk core functionality.

This Widget Service must be deployed from within the CloudSET WaaS Library (see the section of this manual describing the deployment and configuration of WaaS Components).

Invoke the End User Views Configurator

*Note: if you haven't already done so, before attempting to configure this Widget please familiarize yourself with the section of this manual describing the deployment and configuration of Widgets.

Once deployed the End User Views Widget (3) can be configured (4) and utilized from within the CloudSET Widget Library.

*Note: the presence of the red warning triangle (5) indicates that the dependent Widget Services have yet to be deployed (see previous step).

Select the View as an End User View

The new View to be used as and end user View will be present within the list of all available Views (1).

Drag this View and drop it onto the End User View node (2).

The View will be created as a child node (3) and will then appear in the list of Other Views for all end users.

Edit the Display Name of the New End User View

Double-click the node to enable editing of the name of the new View as it will be displayed in the list of Other Views for all end users (1).

The View will appear as a Base View within the node structure (2), indicating that it will be made available to all end users.

If necessary the default View can be removed at any time by dragging and dropping onto the "RUBBISH" bin (3).

Once the View has been configured remember to save the form (4), otherwise the updates will be lost when navigating away from the configurator.

Note: it is also possible to introduce Views that are only available to end users that play a specific Role (see Creating a Role Specific End User View), or end user Views that show Tickets for all users belonging to their associated Organization (see Creating an End User Default Organization View and Creating Alternative End User Organization View).

See the Alternative End User View in Operation

The alternative View (3) for an end user is now presented when selecting from side panel (2) from withing the CHECK YOUR EXISTING REQUESTS tab (1).

The display name for the alternative View is also shown on the page (4), replacing the default Open Requests View.