Views
Note
This is an informational page for Zendesk views. It may not reflect the way we actually manage Zendesk views
If you are looking for information about managing it, please see views workflow
What are Zendesk views?
As per Zendesk:
Views are a way to organize your tickets by grouping them into lists based on certain criteria. For example, you can create a view for unsolved tickets that are assigned to you, a view for new tickets that need to be triaged, or a view for pending tickets that are awaiting response. Using views can help you determine what tickets need attention from you or your team and plan accordingly.
Currently, Zendesk has 3 view types:
- Default: Pre-defined views created by Zendesk
- Shared: Views created by the Zendesk Administrator(s) (ie. Customer Support Operations)
- Personal: Views created by you and usable only by you
Currently, Zendesk views have some limitations:
- Views cannot use criteria that is not “defined”, meaning it must be selectable data (text fields will not work, as an example).
- You can only display up to 100 shared views
- You can only display up to 10 personal views
- Views will not include archived tickets (i.e. Closed tickets after 120 days.)
View categorization
For information on view categorization, please see Zendesk documentation.
Creating a view
For information on creating a view, please see Zendesk documentation.
Editing a view
For information on editing a view, please see Zendesk documentation.
Cloning a view
For information on cloning a view, please see Zendesk documentation.
Deactivating a view
For information on deactivating a view, please see Zendesk documentation.
Deleting a view
Note
You can only delete a view if it is deactivated.For information on deleting a view, please see Zendesk documentation.
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