--- title: "Manage Closure Code" slug: "sr-manage-closure-code" tags: ["Service Requets", "Closure Code"] updated: 2025-01-07T12:26:22Z published: 2025-01-07T12:26:22Z canonical: "help.symphonysummitai.com/sr-manage-closure-code" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # Manage Closure Code ## View You can view the list of configured Closure Codes for Service Requests using following options: - [Grid](/summit-platform/docs/manage-closure-code#grid) - [Filters](/summit-platform/docs/manage-closure-code#filters) - [Search](/summit-platform/docs/manage-closure-code#search) To view the list of configured Closure Codes and view any specific Closure Code, perform the following steps: 1. Click **Service Management**. 2. Click **Settings > Design Studio.** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1709274912112.png)Figure: Select Design Studio 3. Select **Module** > **Service Request** > **Configurations** > **SR Masters** > **Closure Code**. 4. The Closure Code list page is displayed. A sample screenshot is shown below: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1703759082879.png)Figure: List Page - Grid, Filters, Search A specific list of Closure Codes can be viewed based on applied filters or search criteria. 5. Click![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1702457213326.png) icon to view the details of the configured Closure Code. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1703759114163.png)Figure: View Closure Code details 6. The Closure Code details page is displayed. Click **Cancel** to close the details page and return to the Closure Code list page. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1703759166921.png)Figure: Closure Code details page 7. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1702457517419.png) icon to view the Closure Code in a new tab or in a new window. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1703759209680.png)Figure: Open Closure Code 8. The Closure Code details page is displayed. Click **Reset** to clear all the filed in details. Click **Cancel** to exit the process and go back to the list page without making any changes. Click **Save** to save the updated information on the Closure Code details page. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1703759265626.png)Figure: Closure Code details page ### Grid Manage how you want to view the list of configured Closure Code(s) using two different views. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1703759306831.png)Figure: Grid and list view To view the configured Closure Code(s) list page in different views, perform the following steps. 1. On the Closure Code list page, click Grid icon on the top right corner just above the list of forms. It displays all configured Closure Codes for SRs in a grid view. The information for an individual form is displayed in tabular form. 2. On the Closure Code list page, click List icon on the top right corner just above the list of forms. It displays all configured Closure Codes for SRs in a list view. ### Filters You have the provision to apply filters on all of the columns or on an individual column. This functionality allows you to control the exclusion or inclusion of specific data as per your requirement. You can focus on the required data with better analyzation. You can apply filters on individual columns as well as per your requirement. To apply filters on individual columns, perform the following steps: 1. On the list page, click the filter associated with individual column to sort the details in the column as per the requirement. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1703759372168.png)Figure: Filters - Individual Column 2. Specify the filter criteria based on your requirement. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1703759410971.png)Figure: Filters - popup 3. Click the **Filter** icon to view the following filter options. 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. 4. Select the option to compare the data based on the conditions. Available options are as follows: 5. - 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 ActiveNoteThe 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 6. 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 Closure Code list page in which order by clicking icon. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1703759452992.png)Figure: Show columns You can drag the column up and down as per the requirement to reorder the display of columns. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1703759534025.png)Figure: Sort columns Add or remove the columns to be displayed on the Closure Code list page by clicking on the checkbox next to the columns. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1703759583048.png)Figure: Add columns - list page Click **Save** to save the new view of columns for the Closure Code 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 Closure Code. You can click the search icon and type the specific Closure Code ID or the description for the Closure Code which you want to search. The application displays the result in the result section for the typed Closure Code. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1703759657383.png)Figure: Search Closure Code Click **X** (close icon) to clear the searched criteria entered. ## Edit The edit Closure Code(s) enables you to edit configured Closure Code details based on the requirement. To edit Closure Code(s) details, perform the following steps: 1. Navigate to **Service Management** > Select the role as **Administrator**. 2. Select **Module** > **Service Request** > **Configurations** > **SR Masters > Closure Code**. The Closure Code list page is displayed. 3. Click the ID hyperlink of the Closure Code to view and edit the configured Closure Code for the Service Request. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1703759776289.png)Figure: Closure Code ID Details page 4. Edit the required details of the form and click **Save** to save the updated details. Click **Reset** to clear all the inputs in the Closure Code ID screen. If you do not want to save the details and configure the Closure Code, click **Cancel**. 5. Click on![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1709278839625.png)icon to view the **Change History** associated with the particular Closure Code. To know more about Change History, refer to [Change History](https://help.symphonysummitai.com/summit-platform/docs/manage-service-request#change-history). **Export** Export the current page of the list page or all the pages from the list page of Closure Code by clicking ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1703666213611.png)icon. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1703767320347.png)Figure: Export Once you click![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1703666213611.png)icon, 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 Closure Codes for SRs. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1703666282353.png)Figure: Export current or all page