Confirm your selection of columns (along with their order) by clicking the Savebutton in the corresponding table column selection window.
Below the list are buttons for exporting settings, known as Settings report and XLSX export of the template list. In the lower right corner, there is pagination for a clearer view and easier navigation within the list.
Options for viewing the list of requests
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Searching and filtering in the list of requests
Depending on the column type, you can choose between “contains” or “does not contain” conditions for the search term or part of it; for dropdown lists, select one of the available values. You can freely combine and expand search conditions using the logical operators AND (and) and OR (or). You can save frequently used or otherwise specific filtering conditions with a name of your choice, and they will be available with a single click above the list of request templates for future use.
You can read more about working effectively with filters in CDESK in the text Search and advanced filters.
Export Requests
Export to XLS
To export a list of created request templates, click the XLSXbutton below the list of templates. Clicking this button will open a new window where you can select the columns to export. If you want to export all columns, you do not need to select them individually. Clicking the icon in the Available columns section will move all columns to the Selected columns section. The order of the columns in this list determines their order in the export. You can change this order as desired. If you want the columns in their default order, click the
icon above the column list, and the columns will be sorted. You can also select columns to be pinned for XLSX by clicking the
icon in the corresponding row.
Currently, 49 columns can be exported:
- Number
- Name
- Description
- Note
- Approval before resolving the request
- Approval during resolution of the request
- Status selection restriction
- Type selection restriction
- Request type – editing during creation
- Request type – editing during modification
- Default request type
- Restriction on area selection
- Service area – editing during creation
- Service area – Editing during modification
- Default service area, 1. Level
- Default service area, 2. Level
- Selecting an object from the CMDB
- Allowed items from main groups and types
- Restricting the selection of closure reasons
- Restricting the selection of resolution methods when closing a request
- Restricting the selection of causes
- Priority
- Priority – editing during creation
- Priority – editing during modification
- Assignee
- Resolver – editing during creation
- Resolver – editing during modification
- Change after missing a response to (assignee)
- Prioritize assignee
- Co-assignees
- Co-assignees – editing during creation
- Co-assignees – editing during modification
- Responsible person
- Responsible person – editing during creation
- Responsible person – editing during modification
- Assignment deadline for the assignee
- Response deadline
- Deadline for providing an alternative solution
- Completion deadline
- Custom fields
- Custom fields – subject to approval
- Link to a tile from the requests catalog
- Work orders
- Companies by type
- Assigned companies
- Visibility – Job roles
- Visibility – User groups
- Who is requesting field
- For whom is requesting field
After selecting the columns, create the export by clicking the Export button, which is located in the upper-left corner and also in the lower-left corner of the window. After clicking, you will be prompted to select a file location on your local device. Selecting Cancel will return you to the list of templates without generating the export.
The format of time-related data in the report (such as the completion deadline) depends on the settings for Date display format and Time display format in your profile.
Automated export of requests
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