Written By Mikel from Gorelo
Last updated 4 months ago
Views are used to filter your data on each list E.g Tickets, Assets, Alerts. You can filter your data in many ways and then save this as a View. These Views can also be shared globally with your team.
Client Focus is used when you want to filter based on a specific client. The Client Focus works in combination with your selected View. As an example, if you have a View that shows ‘Mine & Unassigned’ tickets, then applying a Client Focus will filter the data to only show ‘Mine & Unsigned’ for that specific client. The Client Focus also persists across all lists.
Creating a View
We’ll use the Alerts list as an example here.
Navigate to the Alerts list
Click ‘Create a view’ at the bottom of the Views pane
Enter the fields to filter the list
Name: this is the name that shows in the Views pane (emojis work) E.g 🏹 Huntress
Keyword: this will filter by keyword in the Alert name (white text)
Clients: leave blank for all clients or choose specific clients
Severity: choose one or multiple severity levels
Type: choose one or multiple types
Ticketed: toggle on to show alerts that have been associated with a ticket
Ignored: toggle on to show alerts that have been ignored
Click Save and navigate back to the Views pane
Tips!
The 3-dot menu beside each View can be used to:
Edit: make changes to the View
Set Default: this is the view that will load automatically for you
Set Global: this will share the View to everyone in your organization (only Admins can do this)
Hide: this will put the View into the collapsible section called ‘Hidden Views’
Delete: this will delete the View
Some lists will have toggles up the top-right to quickly make changes E.g show Ticketed/Ignored on the Alerts list
Using the Client Focus
We’ll use the Alerts list as an example here.
Navigate to the Alerts list
Click the Client Focus button in the top-right of the Views pane
Enter the Client name
Your list will now be filtered by the View AND the Client Focus
Tips!
Client Focus persists across all lists in Gorelo. If you set the Client Focus on alerts and then navigate to Tickets, it will still be there.