Solutions List View

The solutions list view displays all solutions in the application. There are two layouts. List view and Template view. Use the icons at the top right to toggle between List View and Template View.

Role Required: SDAdmin, Users with View Solutions permission.

Filters 

By default, all solutions are displayed on the list view page. You can use the filter drop-down on the page header to view the solutions list based on approval status, periodic review due date, and expiry date.

Create Solutions 

Use the New Solution button to create a solution article. Click here to learn more.

Manage Solutions 

Click the solution title to preview the solution article from the list view. Click to open the solution details page.

You can click beside a solution to perform the following actions:

• Edit a solution article.
• Forward a solution via email. 
  • In the To field, enter the email address of the user.
  • You can also add CC and BCC users.
  • The solution title will be populated as the Subject and the solution details will be populated as the Description. You can modify them if needed.
  • Add attachments, if any.
  • Click Send.
• Share a solution with specific technician groups. SDAdmins can bulk-share solutions by selecting them and clicking the Share button on the toolbar. Visit this page to learn more about solution sharing.
• Perform approval-related actions such as submitting a solution for approval, approving, or rejecting a solution. Alternatively, you can bulk approve/reject solutions by selecting them and using the Approve Actions drop-down on the toolbar.
• Delete a solution article. To bulk delete, select the solutions and click Delete on the toolbar.

Manage Solutions across Topics

Use the left pane to view the solution articles under each topic and sub-topic. If a topic/sub-topic is shared to specific technician groups, the shared groups will be displayed beside the topic name on top of the list view page.

You move solutions across topics by selecting them and by using the Move button on the toolbar. Select the topic/sub-topic and click Save.

Search through Solutions

You can search through the columns you have selected to be displayed in the solutions list view by using the icon on the toolbar.

Enter the criteria to search in the relevant column search box and press Enter on your keyboard.

Customize List View Layout

Column Chooser - The icon on the far left of the toolbar helps you customize the information you want to view on the solution list view. You can decide the column order in the Column Chooser menu by using the icon.

Table Settings - Use the   icon on the far right of the toolbar to:

• Decide the number of records displayed per page.
• Sort solution articles based on column criteria.
• Apply ascending or descending order to view the solution articles.