Defining views and performing actions on Software Licenses

You can use the Software Licenses workspace grid to manage your software titles and perform various actions.

This topic contains the following information:

Overview of Software Licenses workspace grid features

The following table provides information about the Software Licenses workspace grid features:

Feature	Description
List views	The list of views enables users to see a list of software titles. There is only one default list view for this module, that is, All Software Titles. You can customize the view and use Save Current View As to create a new custom list view. The list of views also displays the public views that are created by other technicians. You can use Abandon Changes to Current View to undo the changes to the current view. You can also use Manage Views to delete a customized list view. From the list of views, you can select a view to display. For more information, see To create a new view.
Manage columns	You can control which columns are displayed in a list view. You can drag columns to organize them in a sequence and also resize field column width. For more information, see To configure fields displayed in the list view.
Manage formatting	You can define rules to format records based on certain record attributes. For example, you can highlight all the records with Priority 1 in red. For more information, see To configure formatting rules.
Manage filters	You can filter the results in the list view by using field values and conditions. For more information, see To filter records.
Refresh the list view	You can configure a custom refresh rate for the view. You can also refresh the list of view manually.
Copy a software title	You can copy a software title from the list view.
Delete a software title	You can delete software titles from the list view.
Export list views	You can export the software titles in a list view to CSV or HTML format. Important Exporting the software title data does not export the custom formatting.
Preview records	You can preview a software title. From bottom or right, select the location of the preview pane.

Default list views

The following table provides information about the default list views in the Software Licenses module:

View	Multimodule	Columns	Group by	Sort by	Filter
(Default view) All Software Titles	No	Title ID Title Name Licenses Owned Licenses Installed Publisher Retired Status	NA	NA	NA

Creating or customizing a view

You can customize your list views on the Software Licenses dashboard by managing filters and columns, and defining formatting rules. After you customize an out-of-the-box or custom list view, the view icon of a list view changes from a black icon to a blue icon .

To create a new view
Sorting columns within a list view
Grouping column data within a list view
To filter records
To configure fields displayed in the list view
To configure formatting rules

To create a new view

On the header bar, expand the hamburger menu and select Software Licenses.
From the list of views, select a view.
Configure the preferred filters, list view fields, and formatting rules.
From the Views list, select Save Current View As.
1. In the Save Current View As dialog box, in the View Name field, enter an appropriate name for the view.
2. From the Sharing Type list, select a preferred sharing type:
  - Private - View is available only to me
  - Public - View is available to all
3. Click Save.
(Optional) If you do not want to save the changes, from the Views list, select Abandon Changes to Current View.

Important

To be able to configure filters and field columns, and define formatting rules for the customized view, you must save it.

Sorting columns within a list view

On the header bar, expand the hamburger menu and select Help Desk.
From the list of views, select a view.
Click the arrow on the column headers to open the list of column customizing options.
Select Sort Ascending or Sort Descending to sort the column data in ascending or descending order.
You can sort up to three columns on the workspace grid and the sorting rule applied to the first column has precedence. Once the data is sorted as per the first column, the data in the second and third columns is sorted.

Grouping column data within a list view

On the header bar, expand the hamburger menu and select Help Desk.
From the list of views, select a view.
Click the arrow on the column header of the field according to which you want to group the records.
Select Group By This Field.

To turn off data grouping, clear the Show in Groups check box.

To filter records

On the header bar, expand the hamburger menu and select Software Licenses.
From the list of views, select a view on which you want to apply the filters.
Click Manage Filters .
In the Manage Filters dialog box, perform the following actions:
1. From the Select a Field list, select a field, such as Publisher.
2. From the Select a Condition list, select a condition, such as equals.
  The list of conditions differs based on the field that you select in the Select a Field list.
3. In the Select/Enter a Value list, either select a value from the list or enter the value that defines the selected field and condition.
4. (Optional) To add another filter, click Add .
5. Repeat the preceding steps to configure multiple filters.
6. Click Apply.
7. (Optional) To delete a filter, click Delete .
  Important
  
  When applying filter for two or more of the same type of field, you must apply all Or conditions first. The filters work as a straight query and are not grouped together.
(Optional) To view the applied filters on a list view, click Filters Applied.

To configure fields displayed in the list view

On the header bar, expand the hamburger menu and select Software Licenses.
From the list of views, select a view for which you want to configure the fields.
Click Manage Columns .
In the Manage Columns dialog box, select the fields to be displayed as columns.
Click Apply.

To configure formatting rules

On the header bar, expand the hamburger menu and select Software Licenses.
From the list of views, select a view for which you want to format records.
Click Manage Formatting
In the Manage Formatting dialog box, perform the following actions:
1. From the Select a Field list, select a field, such as BCM ID.
2. From the Select a Condition list, select a condition such as contains.
  The list of conditions differs based on the field that you select in the Select a Field list.
3. In the Select/Enter a Value list, select or enter a field value such as 101.
4. In the Preview list, select a Background Color, Text Color, or Text Style.
5. To apply the formatting to a single field column, clear the Apply to row check box.
  The Apply to row check box is selected by default, so the same formatting is applied to all field columns on a list view.
6. (Optional) To add another filter, click Add .
7. Repeat the preceding steps to configure multiple formatting rules.
  (2021 Release 02) The order of the formatting rules determines their precedence. If the field value of the first formatting rule is present in multiple records, then the first formatting rule is applied to all those records irrespective of the subsequent formatting rules. If, for the first formatting rule, the Apply to row check box is cleared, then the formatting is applied only to the single field corresponding to that rule and the remaining fields in the row are formatted as per the subsequent rules.
8. Click Apply.
9. (Optional) To delete a rule, click Delete .

Related topic

Creating and managing software titles