View Chats in Table

Table view of chats lets you see requests as a table with detailed information for analysis and bulk actions. This guide shows how to open table view and use column settings effectively.

When Needed

  • You need to analyze requests with detailed fields in a table.
  • You need to run bulk actions on several requests at once.
  • You want to sort or filter requests by different parameters.
  • You want to change the column set for dialogs versus tickets (including a mixed filter).

What's Important to Know

  • Table view shows requests as rows with information columns.
  • In the table you can sort, filter, and group requests.
  • You can select several requests for bulk actions.
  • The table may include extra columns with more detail.
  • Columns: use Configure Columns to choose visible columns and their order. Your choices are stored on this device in the browser, separately when the request filter does not include tickets and when it does include tickets (including a mixed dialog + ticket list). If you have not saved a personal layout yet, the product applies the role default first (if an administrator set it), otherwise the built‑in system default. A role preset does not remove columns from the full list — you can add any available column again in the dialog.

Before You Start

  • You are logged in with operator rights.
  • You opened OperatorLine via Menu → OperatorLine.
  • There are requests to display.

Step-by-Step Instructions

  1. In OperatorLine, open the request list (center column). At the bottom of that column, below the dialog list, use the Queue / Table control and select Table.
  2. Review the table (client, channel, status, topic, operator, etc.).
  3. Use table tools:
    • Sorting — click a column header where sorting is available.
    • Filtering — use filters above the table.
    • Search — use the search field to find requests.
  4. To act on requests:
    • Select one or more rows with checkboxes.
    • Use bulk actions for the selection.
  5. To open a request, click a row — the conversation opens on the right.

What Happens After

You see requests in table form and can analyze them and use bulk actions. That helps when you work with large volumes.

How to Verify It Worked

  • The table shows the columns you expect after Save in Configure Columns, or after Reset to standard (role or built‑in default).
  • Filtering and search behave as expected.
  • You can select rows and run bulk actions.

Other Options

  • Adjust columns with Configure Columns (see below).
  • Switch Queue if you prefer the sequential list instead of the table.

Add, hide, or reorder columns

For questions like “how do I add columns”, “where is the table column dialog”, or “restore defaults”, you are working in table view of requests.

  1. Confirm you are in Table mode ( Queue / Table at the bottom of the center column; route similar to /operator_panel/table-view ).
  2. In the toolbar above the table next to filters, click Configure Columns — a dialog opens with Available Columns and Visible Columns (the description matches Select and arrange columns to display in the table).
  3. Move columns into the visible list or remove them; change order (move up/down or drag — depends on the screen).
  4. Click Save. The table updates and the layout is remembered on this device for the current mode:
    • no ticket type in the filter → layout for dialogs only;
    • ticket type present in the filter (including mixed) → a separate layout for that mode.
  5. To clear only your saved layout for the current mode and fall back to the role preset or system default, click Reset to standard. If an administrator changed the role preset but you already had a personal saved layout, the new role default does not apply until you reset your personal layout for that mode.

The dialog shows a short hint: administrators may set defaults for your role; what you save on this device overrides the role default.

New client attributes: if you need data that does not exist yet, an administrator creates the field under Settings → Client fields. It may then appear among available columns (depending on permissions and configuration).

For administrators: how to set default table columns per role (separately for dialogs and for tickets / mixed) — see Configure roles.