FIlter "AssignedTo" Dropdown

by MUR17 » Thu Feb 02, 2017 9:52 am

Hi together,

I'm trying to Filter the DropDown List "AssingedTo". I only want to show users with an E-Mail address like "...@test.com" and don't show users with an E-Mail address like "...@xy.test.com".

What is the best way to do that?

Thanks a lot for your help.
MUR17
 
Posts: 3
Joined: Thu Feb 02, 2017 9:42 am

by Anton Khritonenkov » Tue Feb 07, 2017 11:14 am

Hi,

Thank you for your question.

There is no wildcard or contains filter, but you can restrict it to SharePoint group. You can create group, let us say "Agents", then add all agents for your help desk into this group.

2-7-2017 2-07-35 PM.png
2-7-2017 2-07-35 PM.png (34.42 KiB) Viewed 422 times


Update: You may need to open your forms in Forms Designer and save them. It is required to let know Forms Designer about new filtration settings. Please take a look at this article to understand how to open and save your form. You may also watch related video to understand how Forms Designer works. You need to save New and Edit forms.

Could you describe your case? Why do you need this kind of filtration? Probably we should consider your case for future releases.

Best regards
Anton Khritonenkov
User avatar
Anton Khritonenkov
 
Posts: 219
Joined: Wed Nov 12, 2014 1:33 pm

by MUR17 » Tue Feb 07, 2017 12:41 pm

Hi Anton,

I already tried this. But the restriction to a single SharePoint Group has no effect. I want to do this, to avoid assigning an internal ticket to a customer. There sometimes are similar names and mistakes can easily be made. I only need about 10 persons in AssignedTo Picker, instead of thousands. Thats why I want to filter it.

Best regards.
MUR17
 
Posts: 3
Joined: Thu Feb 02, 2017 9:42 am

by Anton Khritonenkov » Tue Feb 07, 2017 1:32 pm

Thank you for the note.

You may need to open your forms in Forms Designer and save them. It is required to let know Forms Designer about new filtration settings. Please take a look at this article to understand how to open and save your form. You may also watch related video to understand how Forms Designer works. You need to save New and Edit forms.

I have added update to my last reply.
User avatar
Anton Khritonenkov
 
Posts: 219
Joined: Wed Nov 12, 2014 1:33 pm

by MUR17 » Wed Feb 08, 2017 7:20 am

Hi Anton,

great, seems to work. Will modifications like these also be available after updating to a newer version of HelpDesk?

Best regards.
MUR17
 
Posts: 3
Joined: Thu Feb 02, 2017 9:42 am

by Anton Khritonenkov » Wed Feb 08, 2017 10:50 am

Hi,

It depends on update. We try to modify forms as rare as possible. You need to read update notes before updating. If there is a note about forms update, you need to open Forms Designer and save forms again after update.

We will add this to troubleshooting steps for update documentation.
User avatar
Anton Khritonenkov
 
Posts: 219
Joined: Wed Nov 12, 2014 1:33 pm


Return to HelpDesk for Office 365