Views Page Enhancements & New Export Views to Excel Feature
Last updated
Last updated
We've made a number of enhancements to the Views feature. Firstly, we have renamed it to 'Advanced Search'.
We've also made some design improvements - items will now appear in their RAG colors and statuses will appear next to work items as well.
We've added more information that you can search with in the Advanced Search page. You can created searches with the following extra fields:
Has Been Reopened
This lets you search for work items that have been reopened from a Resolved state.
Equals
Select from:
Yes
No
Last Reopened By
This lets you search for who last reopened a work item from a Resolved state.
Begins With
Equals
Is Empty
Is Not Empty
If the condition you have selected is Begins With or Equals, enter the name of a worker
Last Reopened On
This lets you search for the last time when a work item was reopened from a Resolved state.
Equals
Is Empty
Is Not Empty
Not Equal
Greater Than
Greater Than Or Equals To
Less Than
Less Than Or Equals To
Between
Select a date
Initial Request On
If a further work item has been created from an original request (when a Sub Case is created, when a Ticket is converted into a Case, when a Case or Action gets reworked, when an Action is created via the 'Start Action' option or when a new linked work item is created), this data lets you search for the start date of the original request, allowing you to capture the entire length of time it has taken to complete a request, as opposed to just the length of time an individual work item has been being worked on.
Equals
Is Empty
Is Not Empty
Not Equal
Greater Than
Greater Than Or Equals To
Less Than
Less Than Or Equals To
Between
Select a date
Is Overdue
This lets you search for work items that are overdue.
Equals
Select from:
Yes
No
Overdue By Days
This shows how many days or working days (depending upon the due date configuration) a work item is overdue by.
Equals
Is Empty
Is Not Empty
Not Equal
Greater Than
Greater Than Or Equals To
Less Than
Less Than Or Equals To
Between
Enter the desired number of days.
You can export your views data from your Advances Searches into Excel. Watch this video to find out more:
To export your views data into an Excel spreadsheet, enter your search criteria in the Advanced Search page and then click to 'Switch to Export'.
This will show you a list of all of your previously exported files, as well as when they were downloaded, the size of the file, the total number of rows in the file, when the file export was requested, when the export began and when it was completed.
Before you export your search, you can edit the name of the file it will be exported as.
You can also adjust which columns you would like to view in your excel export by clicking on 'Select columns'. The columns selected in your search will be automatically selected, but you can adjust your selection here too.
Then click to 'Export'.
Your file will appear as a new row in the Exported Files section with a 'queued' icon next to it. Click to refresh the grid.
Once refreshed, the icon will change to a green single tick to show that the export is complete.
If there has been an error in exporting the file, a red warning icon will appear next to it.
You can download the file by clicking on the file name.
Once it has been downloaded, the icon will change to a green double tick to show that it has been downloaded.
The time and date that it was downloaded will then appear in the 'Downloaded On' column.
The data from your Advanced Search will have been exported into a .xlsx file, including the column titles selected.
Please note that in this initial release, column titles will only appear in English. They will be localized in a future release.
Additionally, please note that you can export up to a maximum of one million rows.
Column names in the exported file are different to the names that are displayed in the UI in the Advanced Search page.
Further Note: Access to this Excel Export feature is not switched on for standard Team Member and Team Leader Roles. To give users access to this feature, a Custom Role must be created via the User Management section of Builder, with the 'Can Export Advanced Search views to Excel' option switched on in the 'Advanced Search' feature access section.
