Create Filter

Filters help quickly find needed requests by various criteria and save settings for further use. This instruction will show how to create your own filter for quick access to needed requests.

When Needed

  • You need to regularly search for requests by certain parameters.
  • You want to save filter settings for quick access.
  • You need to create custom request selection conditions.
  • You want to organize work with requests by your own criteria.

What's Important to Know

  • Filter — saved request selection conditions by various parameters.
  • Filters can include conditions by status, topic, tags, operator, date, etc.
  • Saved filters can be reused and shared with the team.
  • Filters are displayed in the list of available filters for quick application.

Prerequisites

  • You are logged in with supervisor or operator rights.
  • You have navigated to the OperatorLine module via Apps -> OperatorLine.
  • You have determined criteria by which you need to filter requests.

Step-by-Step Instructions

  1. In the OperatorLine module, find the filters section (usually located above the request list).
  2. Configure filter conditions:
    • Status — select request status (open, in progress, closed).
    • Topic — select request topic from the list.
    • Tags — select tags for filtering.
    • Operator — select operator processing the request.
    • Channel — select communication channel.
    • Date — set date range for filtering.
    • Additional criteria depending on system settings.
  3. Click the "Save Filter" button or find the filter saving option.
  4. Enter filter name in the dialog window — choose a clear name that describes filter conditions.
  5. If needed, configure additional parameters:
    • Filter availability (only for you or for the entire team).
    • Icon or color for visual identification.
  6. Click the "Save" button — the filter is saved and appears in the list of available filters.

What Happens After

The filter is saved and appears in the list of available filters. You can apply it with one click to quickly select requests by saved criteria.

How to Verify It Worked

  • Check that the filter appeared in the list of available filters.
  • Apply the filter and make sure requests are filtered correctly.
  • Check that all filter conditions are saved correctly.

Other Ways

  • You can edit or delete saved filters.
  • Filters can be organized in folders or categories for convenience.
  • Some filters may be default in the system.