Change List View

The change list view is a tabular, compact view that displays change requests under various columns. By default, change requests are displayed in the list view.

Role Required: Users with View Changes permission.

Contents

Custom Views
Toolbar Actions
- Column Chooser
- Search Changes
- Create New Change Requests
- Bulk Actions
- Apply Row Colors
- Customize Layout
List View Actions
List View Indicators

Custom Views

You can filter the change requests in your list view page based on specific criteria to create your own customized page of change requests. To learn more, refer to Change Custom Views.

Toolbar Actions

Choose Columns to display

Column chooser helps you customize the information you want to view on the list view page. You can choose up to 70 columns to view on the change list view page and re-order the columns using the icon.

Search Changes

Click theicon on the toolbar to search through all the columns you have selected to be displayed in the change list view.

You cannot search for change requests using any of the Date fields.

You can also perform advanced search through the changes module from the application header. To learn more, refer to Global Search page.

Create New Change Requests

Create new change requests by clicking the New Change button on the toolbar. Use the icon to create a change request using predefined templates.

To learn how to add the relevant details in New Change form, refer to Create Change Request page.

Bulk Actions

You can select multiple change requests and perform bulk operations such as delete, pick up, close, or assign change requests to a technician.

Apply Row Colors

You can color-code change requests based on their Stage, Change Type, Workflow, Template, or Change Risk by clicking the Row Color Settings icon . To learn more, refer to Color-Coding Changes page.

Customize Layout

You can customize the layout of the list view by clicking Table Settings icon . You can customize the list view table as follows:

Records per page: Limit the number of change requests displayed on a page.
Sort By Column: Sort and view the change requests based on the criteria listed in the drop-down. You can also click the column name on the list view page to sort the change requests accordingly.
Refresh Frequency: Set a 3, 5, 10, or a 30-minute interval to auto-refresh the list view page.
Display Density: You can choose to view the change requests in a compact, dense manner or in a comfort, more spacious manner.

List View Actions

Edit/Delete Changes - You can edit/delete an individual change request by clicking the icon.

View Notes - Click the Notes icon to view/add notes to the request. If no notes are added to the change request, the icon will appear grey. Once you add a note, the icon will turn yellow.

View Change Workflow - Hover over the Workflow icon to preview the workflow applied. The workflow icon appears with different colors to indicate the status. Click the icon to view the workflow and the current position of the change request in the workflow.

Preview Summary of Change Request - Hover over the change request title to preview the vital details as a popup.

You can click the icon in the pop-up to view the change request in calendar view.
If a change request conflicts with a freeze or maintenance window, you can access the scheduler from the pop-up to sort out the conflicting schedules.

Monitor Tasks - Under the Tasks column, the task-related information of a change request is displayed as a progress bar that indicates the number of tasks and their progress towards completion. Hover over the progress bar to view a summary of the tasks such as the total pending tasks, completed tasks, and assigned tasks.