[rt-users] Dashboard Custom Configurations
Hello all, I am new to RT but really enjoying it.I wander if this is possible to set up. To make explanation easy lets say I have 3 Departments called: * Dept 1 * Dept 2 * Dept 3 I create three new Dashboards and call them Dept 1, Dept 2 and Dept 3 respectively saving them as RT System's Dashboards. When a user logs in, the Dashboard Portal list all three of these. That works fine. And the user can select for example the Dept 1 Dashboard. That is where my real question begins. So lets assume we not see the Dept 1 Dashboard Can I have: 1) The Quick Search Portal list only Dept 1 Queues. Currently it lists all Queues Or list only a particular Queues that I want it to rather then all Queues that exist. 2) The Saved Searches Portal list only saved searches set up for Dept1. Perhaps we have say 3 custom searches saved for Dept1. Currently is list all saved searches. I assume is that because it looks in a Saved Searches directory and lists everything it finds there. I guess maybe I am asking if it could look into a subdirectory there only. With the saved searches, it seems if I save them with privacy being RT System's that all users can see them listed which makes sense. And it would seem logical then that all are listed. The problem with not saving them as RT System's privacy that other team members don't see them. Just me. Anyone? [ARC]http://www.arcproductions.com/ Ray Corbett Technology Projects Manager p: 416.682.5200 x5232 | f: 416.682.5209 Arc Productions Ltd. | 230 Richmond Street East | Toronto, ON M5A 1P4 www.arcproductions.comhttp://www.arcproductions.com inline: image001.gif -- RT training in Amsterdam, March 20-21: http://bestpractical.com/services/training.html Help improve RT by taking our user survey: https://www.surveymonkey.com/s/N23JW9T
Re: [rt-users] Dashboard Custom Configurations
On Thu, Feb 14, 2013 at 04:37:50PM +, Raymond Corbett wrote: 1) The Quick Search Portal list only Dept 1 Queues. Currently it lists all Queues Or list only a particular Queues that I want it to rather then all Queues that exist. 2) The Saved Searches Portal list only saved searches set up for Dept1. Perhaps we have say 3 custom searches saved for Dept1. Currently is list all saved searches. I assume is that because it looks in a Saved Searches directory and lists everything it finds there. I guess maybe I am asking if it could look into a subdirectory there only. With the saved searches, it seems if I save them with privacy being RT System's that all users can see them listed which makes sense. And it would seem logical then that all are listed. The problem with not saving them as RT System's privacy that other team members don't see them. Just me. You want to do things as Group dashboards instead. That way the users in Dept1 see the Group Dashboard called Dept1 and the saved searches saved into the Dept1 group. You can put your user into the Dept 1 group while you set these up and then take them back out. Similarly, if you want to limit the queues in Quick Search you can not grant SeeQueue and ShowTicket in the irrelevant Queues. This will also limit down the other places the user might see ticket lists. -kevin pgpV2pJSMD_kx.pgp Description: PGP signature -- RT training in Amsterdam, March 20-21: http://bestpractical.com/services/training.html Help improve RT by taking our user survey: https://www.surveymonkey.com/s/N23JW9T
Re: [rt-users] Dashboard Custom Configurations
Thank you so much Kevin. This does make sense. Forgive my newness... but when you refer to Group dashboards, you say You want to do things as Group dashboards instead I am not sure how I define them as Group Dashboards... Is this done by correctly the Group Rights, where I have View Group Dashboards. And if so do I toggle that option off. Thanks again -Original Message- From: rt-users-boun...@lists.bestpractical.com [mailto:rt-users-boun...@lists.bestpractical.com] On Behalf Of Kevin Falcone Sent: Thursday, February 14, 2013 12:10 PM To: rt-users@lists.bestpractical.com Subject: Re: [rt-users] Dashboard Custom Configurations On Thu, Feb 14, 2013 at 04:37:50PM +, Raymond Corbett wrote: 1) The Quick Search Portal list only Dept 1 Queues. Currently it lists all Queues Or list only a particular Queues that I want it to rather then all Queues that exist. 2) The Saved Searches Portal list only saved searches set up for Dept1. Perhaps we have say 3 custom searches saved for Dept1. Currently is list all saved searches. I assume is that because it looks in a Saved Searches directory and lists everything it finds there. I guess maybe I am asking if it could look into a subdirectory there only. With the saved searches, it seems if I save them with privacy being RT System's that all users can see them listed which makes sense. And it would seem logical then that all are listed. The problem with not saving them as RT System's privacy that other team members don't see them. Just me. You want to do things as Group dashboards instead. That way the users in Dept1 see the Group Dashboard called Dept1 and the saved searches saved into the Dept1 group. You can put your user into the Dept 1 group while you set these up and then take them back out. Similarly, if you want to limit the queues in Quick Search you can not grant SeeQueue and ShowTicket in the irrelevant Queues. This will also limit down the other places the user might see ticket lists. -kevin -- RT training in Amsterdam, March 20-21: http://bestpractical.com/services/training.html Help improve RT by taking our user survey: https://www.surveymonkey.com/s/N23JW9T
Re: [rt-users] Dashboard Custom Configurations
On Thu, Feb 14, 2013 at 05:24:11PM +, Raymond Corbett wrote: Thank you so much Kevin. This does make sense. Forgive my newness... but when you refer to Group dashboards, you say You want to do things as Group dashboards instead I am not sure how I define them as Group Dashboards... Is this done by correctly the Group Rights, where I have View Group Dashboards. And if so do I toggle that option off. In Saved Searches and in Groups the Privacy dropdown lets you control where it goes. You need to have rights to make dashboards/searches in the group and be a member before they'll show up in the list. You'll want to make sure that group members get the appropriate View rights on the group itself in order to see dashboards and searches. -kevin -Original Message- From: rt-users-boun...@lists.bestpractical.com [mailto:rt-users-boun...@lists.bestpractical.com] On Behalf Of Kevin Falcone Sent: Thursday, February 14, 2013 12:10 PM To: rt-users@lists.bestpractical.com Subject: Re: [rt-users] Dashboard Custom Configurations On Thu, Feb 14, 2013 at 04:37:50PM +, Raymond Corbett wrote: 1) The Quick Search Portal list only Dept 1 Queues. Currently it lists all Queues Or list only a particular Queues that I want it to rather then all Queues that exist. 2) The Saved Searches Portal list only saved searches set up for Dept1. Perhaps we have say 3 custom searches saved for Dept1. Currently is list all saved searches. I assume is that because it looks in a Saved Searches directory and lists everything it finds there. I guess maybe I am asking if it could look into a subdirectory there only. With the saved searches, it seems if I save them with privacy being RT System's that all users can see them listed which makes sense. And it would seem logical then that all are listed. The problem with not saving them as RT System's privacy that other team members don't see them. Just me. You want to do things as Group dashboards instead. That way the users in Dept1 see the Group Dashboard called Dept1 and the saved searches saved into the Dept1 group. You can put your user into the Dept 1 group while you set these up and then take them back out. Similarly, if you want to limit the queues in Quick Search you can not grant SeeQueue and ShowTicket in the irrelevant Queues. This will also limit down the other places the user might see ticket lists. -kevin -- RT training in Amsterdam, March 20-21: http://bestpractical.com/services/training.html Help improve RT by taking our user survey: https://www.surveymonkey.com/s/N23JW9T pgpeoQdZhPAEH.pgp Description: PGP signature -- RT training in Amsterdam, March 20-21: http://bestpractical.com/services/training.html Help improve RT by taking our user survey: https://www.surveymonkey.com/s/N23JW9T
