List Views

Enable this option if you would like to hide the list from the main navigation in the agent portal. This is useful if you plan to use the list only within dashboards or other embedded areas instead of giving direct access to agents.

Enable this option if you want guests to have access to the list in the portal. Guests are users who can access the portal without login credentials (neither agents nor clients).

These options allow users to import data into TeamTracks or export data out of it. Both support Excel and CSV formats.

• There are two ways to apply filters on a list:

  1. Filters added to the list configuration by admins

  Allow Filter Override lets users override the preset filter values. In the list view, clicking on the filter icon opens a sidebar with filter options. When Allow Filter Override is enabled, you'll see an option called "Default List Filter." Expanding this section reveals all active filters on the list, allowing you to adjust them as needed. After making changes, click Refresh to update the list with the new filter values.

  

  2. Real-Time Filtering: Agents or clients can filter the list directly through column headers, refreshing the list based on their selections.

  

  Disable Filters and Searching removes all filtering capabilities from the portal, hiding the filter option entirely and preventing agents or clients from applying any filters to the list.

The list can be displayed in two formats: Tabular and Card.

• Tabular View: Displays objects in a table format, with each row representing a record and each column showing a data field.

• Card View: Shows each object in a card format, grouping its information together.

Note

Tabular view is the most commonly used and practical format.

You can sort the list by any field available in the track, including both system and custom fields. After choosing the field, select the sort order (default is ascending).

By default, the list view displays objects in all states. To narrow it down to specific states, select the desired states, and the list will only include objects in those states.

Example: To create a list of tickets in the "Closed" state, select "Closed" in the states option. If no state is selected, objects in all states will be shown.

Field groups are collections of related data fields. In the tabular list view, column headers are based on these field groups. To add a field group, click the + icon and select from the available options; the fields within that group will appear in the list view. You can rearrange the groups by dragging and dropping them, and remove any group by clicking the X button.

Filters allow admins to customize lists, such as showing tickets from a specific customer or for a specific product. To add a filter, click the + icon and select from available options. If adding multiple filters, you can combine them using AND or OR operators for tailored results. To remove a filter, click the X button.

Adding a default Add view enables the Create New button in the list, allowing users to create a new object directly from the list. When clicked, this button opens the default Add view for object creation. To add an Add view, click the + icon and choose from available views in the track. Use the X button to remove views from the list.

Important Notes:

• Users must have access to the Add view to create objects.

• If multiple Add views are available, the first in the list takes precedence, so the order matters. Drag and drop to rearrange views if needed. Multiple default add views are useful when multiples roles, with different Add permissions, have access to the same list view.

• If none of the default Add views are accessible to the user, the Create New button will be hidden, even if the list itself is accessible.

To view an object from the list, at least one display view must be added to the Default Display Views section. If this is set up, a hyperlink will appear in the first column of each row in Tabular View, or a View button will be available in Card View.

You can add multiple display views to the list by clicking the + icon and selecting from the available display views.

Important Notes:

• Users must have access to the display view to open the object.

• If multiple Display Views are available, the first one in the list takes precedence, so the order matters. You can drag and drop to rearrange them. Multiple default views are useful when multiples roles, with different permissions, have access to the same list view.

• If none of the default display views are accessible to the user, the hyperlink or View button will be hidden, even if the list itself is accessible.

The Default Display Views in the list configuration determine which view is shown first when an object is opened from that list. However, the order of other views is controlled under User Role Management/Settings. This means that while the default view is prioritized for the list, the order in which other views are presented depends on the order of views in role management.

This same rule applies to Default Edit Views as well. The order of edit views within the list is determined by both the default configuration and role management settings. However, it is to be noted that if a default edit view is specified on the display view configuration, that edit view takes precedence if available.

Example

In the screenshot below, the first object is hyperlinked because a default display view has been added to the list configuration and the user has access to that display view. The second object, however, is not hyperlinked because the default display view added to the list does not apply to that object. To resolve this, you can add a different display view that is applicable to the second object and accessible to the user. This will allow the second object to be clickable and open in the relevant view.

To edit an object directly from the list, you must add at least one edit view to the default edit view. When configured, an edit icon will appear at the end of each row in the tabular view or an edit button in the card view. Click the + icon to add edit views to the default list.

Important Notes:

• Users must have access to the edit view to open the object.

• If multiple Edit Views are available, the first one in the list takes precedence, so the order matters. You can drag and drop to rearrange them. Multiple default views are useful when multiples roles, with different permissions, have access to the same list view.

• If none of the edit views are accessible to the user or applicable to the object, the edit view won’t be available, even if the list itself is accessible.

The Default Edit Views in the list configuration determine

1. If the ‘Edit’ button and multi-edit is available in the list view;

2. which edit view is shown first when an object is edited.

However, the order of other edit views is controlled by the configuration under User Role Management/Settings. This means that while the default view is prioritized for the list, the order in which other views are presented depends on the order of views in role management.

To allow object deletion from the list, add delete views to the default delete view list. Click the + icon to add delete views. Users need access to the delete view to delete objects. When a delete view is added, the system checks two conditions: the user’s permission to delete and whether the delete view is applicable to the object. If both conditions are met, selecting the object with the checkbox on the left will activate a Delete button at the top right.

By default, you can filter a list using fields in field groups (or column headers). However, if you add fields to Searchable Fields—typically fields not in field groups—agents and clients gain access to an "Additional Searching" option within filters.

Click + to add fields from the available list. The selected fields will appear in Additional Searching under filters, allowing users to search the list using these additional fields.

Additional Searching on Agent Portal