Manage Priority Matrix
  • 24 May 2024
  • 2 Minutes to read
  • PDF

Manage Priority Matrix

  • PDF

Article summary

With flexible Edit, View, and Filter options efficiently manage User Types. 

View

The View option displays the list of Priority matrices configured for the Incident. To view the listing page of the, perform the following steps.
 
1. 
Navigate to Design Studio > Module > Incident > Configuration > Matrices > Priority Matrix. The page displays the list of configured Priority matrices for incidents.
2. Click the view icon, highlighlighted in the screenshot below.Figure: View option of Priority matrices

Click  icon to view the configured records in a new tab or a new window.

Click icon to view the details of the configured records.

Filter

The Filter option present in the Priority Matrix allows the restriction of content based on specific criteria. The following option is displayed for fields with alphabetical values.

Add Filter

You can add new filters as per your requirement with available options of fields and operators. You can also delete any specific filter using delete icon if not required any more.

You can apply filters on individual columns as well as per your requirement.

Figure: Filter

2.Specify the filter criteria based on your requirement. Select the Match All or Match Any option from the list to filter the data based on the condition selected. The Match All option is selected, by default.

3.Select the option to compare the data based on the conditions. Available options are as follows:

    • Starts With
    • Contains
    • Not contains
    • Ends with
    • Equals
    • Not equals
    • Less than
    • Less than or equal to
    • Greater than
    • Greater than or equal to
    • Date is 
    • Date is not
    • Date is before
    • Date is after
    • Active
    • Not Active
      Note
      The following filter options are available for numeric column values:
      • Less than
      • Less than or equal to
      • Greater than
      • Greater than or equal to
      The following filter options are available for date column values:
      • Date is 
      • Date is not
      • Date is before
      • Date is after

      The following filter options are available for toggle switch Active:

      • Active
      • Not Active 

4.You can click Clear to clear the configured filter and click Apply to set the filter condition.

You can change which columns will appear on the list page in which order by clicking icon.

Figure: Show columns

You can drag the column up and down as per the requirement to reorder the display of columns.

Add or remove the columns to be displayed on the list page by clicking on the checkbox next to the columns. (Refer the below sample screenshot) 

Figure: Add columns - list page

Click Save to save the new view of columns for the list page. Click Cancel to revert all the changes made and close the pop-up. Click Clear All to remove all the applied column view settings.

Search

The Search function enables you to search the configured Priority matrices. You can click the search icon and type the required Priority matrix.

Figure: Priority Matrix Search

Edit

  1. The edit option enables you to edit configured Priority matrix details based on the requirement. Click The Incident ID hyperlink to edit the priority matrix.
    Figure: Priority Matrix

    2.Edit the required details of the form and click Save and then click Submit after the Summary tab to save the modified changes.

    Export

    • Export the current page of the list page or all the pages from the list page by clicking icon.
    • Once you clickicon, the following options are displayed. Click Export Current Page to export the data displayed in the current page. Click Export All to export data of all the configured records.
      Figure: Export current or all page

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