<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p data-pasted="true"><strong>In this guide we will cover:</strong></p><p><strong>- Available Entities and Defaults</strong></p><p><strong>- Creating a Column Profile</strong></p><p><strong>- Sorting Tickets</strong></p><p><strong>- Display Types (Kanban, Tile, Gantt)</strong></p><p><strong>- Column profiles and Child Tickets</strong></p><p><strong>- Using Dashboard Column Profiles</strong></p><p><strong>- Access Control</strong></p><p><strong>- Billing Column Profiles</strong></p><p><strong>- Filtering via the Column Profile</strong></p><p><br></p><p><br></p><p><strong>Admin Guides: </strong></p><ul><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/2055/" target="_blank" rel="noopener noreferrer"><strong>Ticket Types</strong></a></li><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/1809/" target="_blank" rel="noopener noreferrer"><strong>Views</strong></a></li><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/1862/" target="_blank" rel="noopener noreferrer"><strong>Self Service Portal</strong></a></li></ul><p><br></p><p><strong>Related Guides:</strong></p><ul><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/2059/" target="_blank" rel="noopener noreferrer"><strong>Tile and Kanban HTML $ Variables</strong></a></li></ul><p><br></p><p>A column profile is the selection of columns that can be used in various areas of the system such as the service desk. </p><p><br></p><p><strong><span style="font-size: 14pt;">Available Entities and Defaults</span></strong></p><p>Below is a list of areas where column profiles are created and where defaults can be set for them.</p><p><br></p><p><em><strong>Note: Most defaults can also be overridden per agent profile.</strong></em></p><p><br></p><ul><li data-pasted="true"><strong>Tickets:</strong> Configuration > Tickets > Views, default can also be set per ticket area.</li><li><strong>Sales: </strong>Configuration > Sales > Views.</li><li><strong>Assets: </strong>Configuration > Asset Management > General Settings.<ul style="list-style-type: disc;"><li><strong>Related Assets on Tickets: </strong>Configuration > Tickets > General Settings.</li></ul></li><li><strong>Agreements:</strong> Configuration > Agreements.</li><li><strong>Quotation/Quotation Lines: </strong>Configuration > Quotations > General Settings.</li><li><strong>Sales Order/Sales Order Lines:</strong> Configuration > Sales Orders.</li><li><strong>Purchase Order/Purchase Order Lines: </strong>Configuration > Purchase Orders.</li><li><strong>Invoice/Invoice Lines: </strong>Configuration > Billing > General Settings.</li><li><strong>Recurring Invoice/Recurring Invoice Lines: </strong>Configuration > Billing > Recurring Invoices.</li><li><strong>Supplier Agreements: </strong>Configuration > Supplier Agreements.</li><li><strong>Suppliers: </strong>Configuration > Suppliers.</li><li><strong>Customer: </strong>Configuration > Users > General Settings.</li><li><strong>Site: </strong>Configuration > Users > General Settings.</li><li><strong>User: </strong>Configuration > Users > General Settings.</li><li><strong>Accounts: </strong>Configuration > Users > General Settings.</li><li><strong>Prospects: </strong>Configuration > Users > General Settings.</li></ul><p><br></p><p><strong><span style="font-size: 14pt;">Creating a Column Profile</span></strong></p><p>There are various areas that these can be configured, but we will use a ticket column profile in this example.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ5NzI2YTY1LTI0ZTYtNDEyYi1iOWY1LTQ2MmQ5YjkzNzM2ZSJ9.fmFX2BDFJcFsdR_r1PW7xh8OAKAL46jOJYWlz2Orogw" width="1217" style="width: 1219px; height: 213.188px;" height="213" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 1. Columns in a ticket area</span></strong></p><p><br></p><p>Within a list screen, such as viewing a ticket area, you can hover over the ellipse in the top right corner of the screen, and the following options will be displayed.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjBhYWNlZTY5LThhNzEtNDJkOC04NGE2LTNhYTIwNjhmNTQzMSJ9.fYfYohP0IOjYfQnJjA8w5YFeoFduEGhmbe7_slEoM1s" width="339" height="283" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 2. Edit Columns button</span></strong></p><p><br></p><p>From here you can choose to either select a column profile to use, edit or create a new profile.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImMxNDhiN2Q1LTM5MDYtNGVjZS1hODcxLWM1ZjE0YjNlNDU0NSJ9.JSCVPAfSk56jWcs-b30KIOWjTKB1rbXT0a0w_aQjoXs" width="705" height="390" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 3. Column profile popup</span></strong></p><p><br></p><p>If you choose to create a new column profile, you will see the below options. Here you can set the name of the Column Profile, use and columns to display. The "Use" you set here refers to the area this column will show under. To add the columns to show in this profile, select the plus symbol next to "Add" and choose columns using the multiple selection drop down.</p><p><br></p><p>This screen can also be found in various areas of configuration, depending on the entity. The same ticket column profiles can be configured within Configuration > Tickets > Views > Configure Column Profiles.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjY5M2RkMGY0LTI2YTctNDJjOC1hNWZjLTNiYThlZDQ0MTMxOSJ9.gt9oueLXF5j4xGs9qz92VwqxUA4lv6_mGLWa0pyr1jc" width="710" height="831" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 4. Column profile options</span></strong></p><p><br></p><p>After adding the columns, you can remove or edit columns, or hover over a column and drag and drop the dots on the left side to reorder them. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImE3MjBiZmU2LWFmNzEtNDgxZi1iMzhiLThkMzViMmExZTQ0YSJ9.OexH3Sl4Ib4ORvtCSWggxO71QKowzzqIkBfdN2BrbJo" width="708" height="829" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 5. Added columns</span></strong></p><p><br></p><ul><li>If you integrate with another ticketing system, the columns "Third Party ID" and "Third Party ID (String)" can be added to quickly reference between both platforms.</li></ul><p>The default widths for columns can also be set when editing a column. This width is in pixels, and this is useful for areas where data within certain columns tends to be longer than the OOTB default. </p><p><br></p><p><strong><em>Note: The width set will need to fall within a minimum/maximum range hard-set within the system, and this range differs per column. Any values that do not fall within this range will be overridden and no change will be made. This range can be worked out by inspecting the page, but please contact support if you require assistance on this.</em></strong></p><p><br></p><p><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ4NzYyYzVmLTU4Y2YtNDU1MS04M2NkLTVlMWMxYWE2ZjViYSJ9.c42VyA3-jjFsqkwMEiHRQ8DTIykI7Weu_kfOslxymhI" width="872" height="648" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; width: 874px; height: 647.558px; max-width: none !important;" data-pasted="true" class="fr-fic fr-fil fr-dib"></p><p><strong><span style="font-size: 10pt;">Fig 6. Editing a column</span></strong></p><p><br></p><p>A default Column Profile can be set in various areas of the system, such as against a Ticket Area in Configuration > Tickets > Areas. This will force the use of a certain Column Profile for Agents. Agents will be able to switch from the default to another of their choice.</p><p><br></p><p><strong><span style="font-size: 12pt;">Save as New</span></strong></p><p>If you edit an existing Column Profile you will be able to edit the profile and "Save as New". If the Agent has the permission "Can Configure Column Profile Access Control", they will be able to specify whether to copy the Access Control when using this button. Prior to this version the Access Control will be copied automatically. </p><p><br></p><p><strong><span style="font-size: 14pt;">Sorting Tickets</span></strong></p><p>Select the pencil icon on the right side of the row to edit the column. From this screen, you can choose the sort for the columns. The primary sort will be the first way in which a column is sorted. The grouping option is how you can group by the column you are editing.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ1M2EzODQzLTlkYTQtNDkyYi05NDI1LWMyYThlN2E5NjQ5OSJ9.RodFrjwThWCCn5jRECP8xzIbMJkPLJWUAmSgD8kkc8s" width="709" height="612" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 7. Sorting a column</span></strong></p><p><br></p><p>When grouping by a column all tickets in the list will be grouped based on the value they have in this field. By default they will be grouped but expanded when this profile is used. An option will be available against the column profile to have the group collapsed by default, this is done using the setting 'Collapse groups by default'.</p><p><br></p><p>Secondary Sort would come into play when values matched on the primary sort, so if you have 3 P1 ticket with a Priority then it would look at the Secondary Sort to order those 3 with the same matching value on the primary sort.</p><p><br></p><p>If you sorted by Date Created as the Primary Sort, and sorted in Descending order it would mean that it shows the most recent ticket first.</p><p><br></p><p><strong><em>Note: From version 2.242+, if you are sorting by Ticket status, the sequence of the statuses will be used instead of the alphabetical order.</em></strong></p><p><br></p><p>You can colour code custom field values on your column profile. To do this head to the desired custom field (if you create a new one you will need to save this first), and edit each value. Here select the "Use colour to highlight value in column profiles" checkbox and choose a colour for this value. </p><p><br></p><p><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjY2ZjI0NTVjLWE3OWUtNDE0ZC1iMGNhLTQxMDc2MDNlNjU3YSJ9.j1JJ1ytoirIdtWeYRb7f9u_Uu3s1Z1DPuiWXZN8vY6Y" width="680" height="710" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; max-width: calc(100% - 10px); min-width: 10px; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14.6667px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" data-pasted="true" class="fr-fic fr-fil fr-dib"><br></p><p><strong><span style="font-size: 10pt;">Fig 8. Custom Field colours</span></strong></p><p><br></p><p>When this Custom Field is used in a column profile it will show the values in the colour. </p><p><br></p><p><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNkZjMxZjQzLTY5ODAtNDQwMS1iNWMxLTk4OGQ5ZjY4NzEzZSJ9.6aPUjp1kRu5anBvAnJkEk2sT30_SXGziQ6-9BETMARY" width="600" height="467" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; max-width: calc(100% - 10px); min-width: 10px; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" data-pasted="true" class="fr-fic fr-fil fr-dib"><br></p><p><strong><span style="font-size: 10pt;">Fig 9. Custom Field column with coloured values</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Display Types</span></strong></p><p>Various display types are available to change how ticket information is shown in lists. Rather than the standard table view, other display options are available. </p><p><br></p><p><strong><span style="font-size: 12pt;">Tile View</span></strong></p><p>Tile view is an alternative to the default table view, and displays a little more like Outlook. Hover over the ellipse in the top right hand corner and click "Tile View".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImZhNDNlZjM5LTU2OGQtNDAzOC05MGFjLWExZDQ4MTZmN2I0NSJ9.M_Rvy5l7cK6-O1MbZC49PSLLOcEpj_nLqR7vJwtGpUc" width="337" height="282" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 10. Tile View button</span></strong></p><p><br></p><p>This will display as tiles on the left hand side which pop out on the right when selected. </p><p><br></p><p><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjhhNzU5NGFjLThmZTYtNDQzOC1iZWE4LTE5NTMyN2ZmOGMwYiJ9.Nfq5GzK9QNemDJ-xKh_miPUJWkZgaUpvzfryJ_ddNWA" width="977" height="569" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; width: 979px; height: 569.45px; max-width: none !important;" data-pasted="true" class="fr-fic fr-fil fr-dib"></p><p><strong><span style="font-size: 10pt;">Fig 11. Tile View.</span></strong></p><p><br></p><p data-pasted="true"><strong><span style="font-size: 11pt;">Setting Tile View as the Default</span></strong></p><p>Tile View can be set as the default per agent in either Configuration > Teams & Agents > Agents > select an agent > Preferences tab, or clicking your profile picture in the top right > My Account > Preferences tab.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQwMjJkNWRkLTJlMTItNDdkZS05NTA3LWVkMGIxMWYxMDE4ZCJ9.l_BtU9SJKNJ-VA2YBW9BT0wxMabJuC_PP1nR_e5yj78" width="676" height="799" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 12. Default Main Screen List Type setting</span></strong></p><p><br></p><p data-pasted="true"><strong><span style="font-size: 11pt;">Editing Tile View</span></strong></p><p>On a ticket screen hover over the three dots and click "Edit Columns".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjFkMDUwYTg4LWM0NmUtNGRkMy05NzczLTYzOTk4NGRmZjlkNyJ9.vkgRX4O13W7Q6EdidaMCPoXuGYChDssMVgkNQqbgUXU" width="205" height="249" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 13. Edit Columns button</span></strong></p><p><br></p><p>Select the column profile you wish to edit and press "Edit".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImEyYjEyYzg3LTlhZTAtNDBiNC04MzkwLTZhOTQxY2QzMzM4YSJ9.dCV_dtIaKjUNg-RNXQsdjcsc109vFjixKUw5FlH2aDc" width="691" height="334" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 14. Select or create a Column Profile area</span></strong></p><p><br></p><p>Scroll to the bottom of the popup window and open the "Tile Layout" section. This reveals a HTML editing box for editing the tile view, and this box shows each change made.</p><p><br></p><p>Add in the dollar variables for the relevant fields, you can use tables and formatting to display the information. For a list of the variables for the fields that can be used in Tile View checkout our guide <a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/2059" target="_blank" rel="noopener noreferrer">Tile and Kanban HTML $ Variables</a>. When you're finished, press Save.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjIyNGZjYzU0LTdjZTAtNDgwOS04M2U5LTNmMzkxNTkxMDMwMCJ9.DA34d3fqA0pgS0fy9d4l27DC27WZJAUP52a2sx2NdHQ" width="693" height="843" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 15. Tile Layout configuration</span></strong></p><p><br></p><p>These are the text formatting options - Bold, Italic, Underline, Font Size and Text Color.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNiNDU0M2Y2LTFiNWQtNDgwMy04NjNiLTM4NGNmNmVkZGE4YyJ9.QqsxZF1iQqKr87kojcsWt3is7hFKpuJunxfmE6HMtBw" width="238" height="43" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 16. Text formatting settings</span></strong></p><p><br></p><p>This brings up a list of standardised variables that correspond to actions in the ticket.<br><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI0ZWIwMzM0LTI1YjgtNGM4ZS1iOGU2LTNlYzcwMjg0NjJiMCJ9.rYumKgSHBTHanoRUgEhs_TR9_yky92zG3DJ4hOgyBvM" width="50" height="36" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 17. Insert Field action</span></strong></p><p><br></p><p>This brings up the HTML Code View for more advanced editing.</p><p><br></p><p><em><strong>Note: Changes made in Code View will not be saved if the Save button is pressed before exiting Code View. Click back out of Code View before saving.</strong></em></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ5MmMyZmQzLWI1MmUtNGE2ZC1iMzA5LTU3ZDNkNmFhOTQ2NCJ9.i7CtocGcyzT3Qxk1Ip4H19EOEBIA_qpa55ooXKdiT-o" width="42" height="34" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 18. Code View action</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Kanban View</span></strong></p><p>Your tickets can be displayed sorted on their current status or workflow/pipeline stage. This view is commonly used for projects areas.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI0OWIwY2Y3LTYxYWItNDRhNS05MTdmLTQ5OWNmNDVkMzM3MiJ9.m0w5T46zAoeEVAF9iSiqlGCr1ZXGrCFqg4XH4KaU7YI" width="1210" style="width: 1212px; height: 619.235px;" height="619" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 19.Kanban View</span></strong></p><p><br></p><p><span style="font-size: 11pt;">You can toggle between organising tickets by status or workflow stage using the three dots in the top right-hand corner. You can also toggle this to order by pipeline stage for lead and opportunity ticket types.</span></p><p><strong><span style="font-size: 10pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijk3Y2Q1YjkzLTE0ZDEtNDdhMi04MGNhLTJjZTZmNzM0ZWU5MSJ9.ZH7bMtga_5QnT8h6m3qKHYTE1hn1Y5vJ_GrG4z51uYY" class="fr-fic fr-fil fr-dib" width="424" style="width: 426px; height: 340.945px;" height="341"></span></strong></p><p><strong>Fig 20. Toggle between grouping by workflow and status </strong></p><p><br></p><p><span style="font-size: 11pt;">If you are in a ticket area used for opportunities, you will also have the option to group by pipeline stages.</span></p><p><br></p><p><strong><em>Note: Drag and drop Kanban cards between columns to change their status.</em></strong></p><p><br></p><p>You can 'lock' certain statuses to the Kanban board for child tickets.</p><p><br></p><p>In Configuration > Tickets > Ticket Types > Settings tab, disable the "Show Active Statuses on the Child Kanban" option. This will then present you with a multiple-select field, where you can pick the statuses to lock on the child ticket Kanban board.</p><p><br></p><p data-pasted="true">This should be done within the parent ticket type, as opposed to within the child ticket type.</p><p><br></p><p><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjhkOTQ1ZTExLTRkNTEtNDIyOS05MWU2LTQ1ZDQyZTAwMDExZSJ9.JWyEEXAveR_Jus8AmEZ7R0Crm-qVAu1ZAeWBFigpWm4" width="496" height="318" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; color: rgb(0, 0, 0); font-family: Poppins, sans-serif, Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; max-width: none !important;" data-pasted="true" class="fr-fic fr-fil fr-dib"></p><p><strong><span style="font-size: 10pt;">Fig 21. Adding statuses</span></strong></p><p><br></p><p>The HTML layout of the Kanban card can be configured within the column profile under the "Kanban Card Layout" dropdown.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImFhMmNmYjVlLTYxMDctNDllMi04NjQ5LTNhNGEwN2U0NTEwYSJ9.Vcc_68mqJyOMBwz8iy561XZFot05moisOfaKG_Jh2Nw" width="1215" style="width: 1217px; height: 301.783px;" height="302" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 22. Changing the information on the Kanban cards.</span></strong></p><p><br></p><p><strong><span style="font-size: 11pt;"><em>Note: If using a Ticket Rule to change the colour of a Ticket, the Rule colour will override the colour of the Kanban Status.</em></span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Gantt View</span></strong></p><p>The Gantt view will display a timeline of tickets based on the start/target date against them. Therefore, in order to use this view, you will need to set the fields "Start Date" and "Target Date" on tickets.</p><p><br></p><p>This is commonly used for projects and project tasks. You can view the projects in Gantt View and when clicking into a project you can view the project tasks in Gantt View within the "Project Tasks" Tab.</p><p><br></p><p><strong><em>Note: This view can also be shown similarly by using the calendar view, the main difference being that you will have to search through your calendar to find the Projects/ Project tasks if they are far in the future or far in the past and overdue. It is important to set the start/target dates, as they are required for the Gantt view to work. </em></strong></p><p><br></p><p>You will find the "Title for Calendar Events" section when creating/editing a Column Profile. Dollar variables can be used here to display ticket information on the Calendar view.</p><p><br></p><p><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImE4YmRmZWIwLWMzOTMtNDJkNS04ZDI0LWQ3NWZmMjMzMTIzZCJ9.toe_lSl9t0FjwoIJZnQiHq1mB4ZL4g8u3v1JUsMZ_nQ" width="967" height="114" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; color: rgb(0, 0, 0); font-family: Poppins, sans-serif, Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; width: 969px; height: 114.283px; max-width: none !important;" data-pasted="true" class="fr-fic fr-fil fr-dib"></p><p><strong><span style="font-size: 10pt;">Fig 23. Project Gantt View</span></strong></p><p><br></p><p>You can also opt to view tickets by assigned agent, view the child tickets by using Task Gantt, or there is also a milestone Gantt View.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRhMTNhMjY2LWFkZGMtNGEzMS1iOWMzLTcxMzk1ZTMzNzhlZiJ9.RH5bDZ6s6TGwrHa1NQ0K5rvtpJ1wzc-kYymGoG7IixE" width="234" height="325" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 24. Gantt View options</span></strong></p><p><br></p><p><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNkZmQ0YjA5LTU2M2EtNDRkMy05MzlmLTY4YmYxYTE5ZjBhZiJ9.TPvkm0kwWIbuW_Ph_uwyQzW0ujLPMy-wuvdexcIcCmE" width="781" height="254" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; color: rgb(0, 0, 0); font-family: Poppins, sans-serif, Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; max-width: none !important;" data-pasted="true" class="fr-fic fr-fil fr-dib"></p><p><strong><span style="font-size: 10pt;">Fig 25. Agent Gantt View output</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Column profiles and Child Tickets</span></strong></p><p><strong><span style="font-size: 12pt;">Viewing Child Tickets within a Ticket</span></strong></p><p data-pasted="true">When viewing the child tickets of a ticket (this is mostly used in project management), you can also customize the column profile used here and the view used (Gantt or Kanban). To customise how child tickets appear under a ticket, you will need to set these settings under the parent ticket type, shown in figure 26. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImM0YjBlMmRjLWVlMzUtNDdkNC1hMDJhLTBiMTJkMjA2ZjFmZiJ9.QK-KSOqM9GkvVqXNH2SvvTVnGRvf8Udb_qtu8jZ1lTQ" width="438" style="width: 438px; height: 233.493px;" height="233.493" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 26. Configuration For Child Tickets</span></strong></p><p><br></p><p>The list type will have 3 options, the table view for which you can set column profiles, the Gantt view, and the Kanban view.</p><p><br></p><p><strong><span style="font-size: 12pt;">Viewing Child Tickets from the Main Ticket List</span></strong></p><p>When editing/creating column profiles, there is an option to include child tickets as a dropdown per ticket, this allows you to click into child tickets from the ticket list. Navigate to your chosen column profile, and click into the miscellaneous dropdown.</p><p><br></p><p>Enable "Include Children".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjczMGQxYmQwLTA1MzctNDg4NC1hZTZmLTY3ZTM5YTg4ODU5OCJ9.ycf57txXTueP7oJm7ucZHU5CV6Mr_LtbzQCFFH-ht8U" width="611" height="127" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 27. Include Children checkbox on column profiles.</span></strong></p><p><br></p><p>The following view will be shown when this setting is enabled, with arrows that can be toggled open.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImYxMWFiM2E2LWExM2YtNDUyZS04ODc3LWJmNmU0MTllNDEzNyJ9.aJzkdqVtX2h9HQBKegRPsEzF97U81nE895aX5ZjdWrU" width="1218" style="width: 1220px; height: 350.128px;" height="350" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 28. Child tickets showing under parent</span></strong></p><p><br></p><p>Parent tickets that have child tickets with their own children (i.e. parent > child > grandchild) can also show the arrow dropdown within the child ticket tab. The arrows will also no longer show if a ticket does not have a child.</p><p><br></p><p><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjA0OWY3MDJmLTE2MzItNGY5Yi1iMmI2LTE5NjJmMjM4OWZhZSJ9.BMXxUcbsXvVhmmSmOyz9f-6Z6rGTpf1kkym8Zc2j9FI" width="972" height="380" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; max-width: none !important;" data-pasted="true" class="fr-fic fr-fil fr-dib"></p><p><strong><span style="font-size: 10pt;">Fig 29. Child ticket dropdown within a parent</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Using Dashboard Column Profiles</span></strong></p><p>Columns can be replaced with dashboard widgets to fully customise your ticket views. Edit a column profile, open the "Dashboard" dropdown, and enable "Use a dashboard instead of columns in table view". A button to "Configure Dashboard" will then show.</p><p><br></p><p><strong><span style="font-size: 11pt;"><em>Note: The dashboard created will be accessible to edit here, but not within the main dashboard module.</em></span></strong></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjZlYjAxNWM3LTA5NTAtNDkzOC05MDlhLWYxNWEzNjk4ZmYwOCJ9.joSuomZ_ubw-cBR2fE3TCTrEHpTIPzIjOD1GGnHEfNw" class="fr-fic fr-fil fr-dib" width="590" height="194"></p><p><strong><span style="font-size: 10pt;">Fig 30. Using a dashboard column profile</span></strong></p><p><br></p><p>Add reports for the information you wish to show, and add these to the dashboard as a widget. HTML formatting can also be added to reports to further customise the view.</p><p><br></p><p>You will want to ensure your widgets are neatly in one line like below, so that the column profile renders correctly when showing more than one.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNmNmJmMTAxLTUwNGUtNDYyMy04NjhmLTAyZjI0ZmYxNGNlMyJ9.7mbXY-9DPn7lDJt7X8J0Ofq7gwpAsG6QPELb4nbJzxQ" class="fr-fic fr-fil fr-dib" width="1218" style="width: 1220px; height: 267.837px;" height="268"></p><p><strong><span style="font-size: 10pt;">Fig 32. Example widgets on a dashboard</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Access Control</span></strong></p><p>Non-administrator agents can now be allowed permission to edit access control on column profiles. In the agent's profile > Permissions tab, set "Can Configure Column Profile Access Control" to "Yes".</p><p><br></p><p><span style="box-sizing: inherit; color: rgb(0, 0, 0); font-family: sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-size: 11pt;" data-pasted="true"><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjYyN2JjOGFiLTRjY2QtNDhmYi1hODI4LWY0YTk1ODE5MmE2ZCJ9.71iOvpM5Hbp71TFml3nXT-kSKr544W_5r7oEl2G5h7A" width="1232" height="580" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; width: 1234px; height: 579.948px; max-width: none !important;" class="fr-fic fr-fil fr-dib"></span></p><p><strong><span style="font-size: 10pt;">Fig 32. Allowing access control for column profiles</span></strong></p><p><br></p><p>The administrator will then need to set that agent as an "Owner" on the column profile to allow them to view the column profile in order to edit the access control on it.</p><p><br></p><p><span style="box-sizing: inherit; color: rgb(0, 0, 0); font-family: sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-size: 11pt;" data-pasted="true"><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNkZmNkNDdkLWE4M2YtNDk1Zi04ZGI2LTA4ZWI0ODNkOTFiNSJ9.x1CeHOHCuynyxHDXKWdzlaZKLzBmjRLLmcLSCJ5jGVQ" width="1222" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; width: 1224px; height: 577.34px; max-width: none !important;" height="577" class="fr-fic fr-fil fr-dib"></span></p><p><strong><span style="font-size: 10pt;">Fig 33. Setting agent as owner</span></strong></p><p><br></p><p>The agent can then go into "My Config" and find the column profile to edit access control. This allows them to add or remove agents as needed without having to ask the administrator to do so for them.</p><p><br></p><p><span style="box-sizing: inherit; color: rgb(0, 0, 0); font-family: sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-size: 11pt;" data-pasted="true"><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImM4Mjg4ZjUyLWNjMGItNDE3ZS1hNjQzLTExZDQzYzUyMGVmOSJ9.-DYN3YzBCDP8rUfRrMnMnR9L9P4zLNw6zqz5GwdQCI0" width="1229" height="580" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; width: 1231px; height: 580.2px; max-width: none !important;" class="fr-fic fr-fil fr-dib"></span><strong><span style="font-size: 10pt;">Fig 34. Access Control button</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Billing Column Profiles</span></strong></p><p>Column profiles can also be edited for quotations, sales orders, invoices and recurring invoices. In Configuration > Tickets > Areas, click "New" to create a column profile. Here, set the "Use" dropdown to whichever billing area you wish to create one for.</p><p><br></p><p><span style="box-sizing: inherit; color: rgb(0, 0, 0); font-family: sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-size: 11pt;" data-pasted="true"><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ2ZmMxNjY4LTdhYjItNDM0ZC04MGVjLWI2YzQ5MTRkMDE5MCJ9.ilyfzVKHE3XWeiqSTF9eIRVory_a9ZjQGisEuFuyWig" width="155" height="218" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; max-width: none !important;" class="fr-fic fr-fil fr-dib"></span></p><p><strong><span style="font-size: 10pt;">Fig 35. Billing related column profiles</span></strong></p><p><br></p><p>You can select from a list of relevant system fields, as well as any existing custom fields for that entity. For example, the ones shown below for the "Quotes" use. </p><p><br></p><p><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNmMmZiYTJkLWUyZWYtNDdlOC04YzhiLTQ3YWZhNzE5NjU5NCJ9.Pr6Ry2nfn2y3JUTjZCAzVpxbdi8w4cMNPERwl-sbK7Q" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; max-width: calc(100% - 10px); min-width: 10px; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14.6667px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" data-pasted="true" class="fr-fic fr-fil fr-dib"></p><p><strong><span style="font-size: 10pt;">Fig 36. Column options for quotations</span></strong></p><p><br></p><p>Line column profiles are also available for billing entities.</p><p><br></p><p><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ1YjkzZGU4LThlMWMtNDQ2Yy1iNTc5LTk0NTA4YmU0YTZhOSJ9.UueCf99N1ptJnbUt8-UADKuj4LaoCDHADibIsgHeNZg" width="187" height="226" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14.6667px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; max-width: none !important;" data-pasted="true" class="fr-fic fr-fil fr-dib"></p><p><strong><span style="font-size: 10pt;">Fig 37. Line column profile options</span></strong></p><p><br></p><p>"Total Cost", "Total Profit", "Total Cost (Default Currency)" and "Cost (Default Currency)" have been added to Quotation Line and Sales Order Line profiles. The latter two will only show when using purchase currency functionality (enabled in Configuration > Billing > Currency)..</p><p><br></p><p style="margin: 0px;" data-pasted="true">From v2.240+, Number of Periods is available as a column option for Sales Order/Quote lines.</p><p style="margin: 0px;"><br></p><p>After creating one with one of the above uses, navigate to that entity. Here, we will be applying an "Invoice Lines" column profile, so we are viewing an Invoice. Click "Edit Columns" at the top, and select your column profile of choice.</p><p><br></p><p><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjA5ODAwYWZmLTYwMDUtNDgxYy1iZWMxLTA4YjkxNjRiZGVlNiJ9.LwSx9yyk7MX3oQJxH8ZO7QCGN43Qp7ifswFN11Hv2F0" width="1217" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; width: 1219px; height: 307.699px; max-width: none !important;" data-pasted="true" height="308" class="fr-fic fr-fil fr-dib"></p><p><strong><span style="font-size: 10pt;">Fig 38. Edit Columns button on an invoice</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Filtering via the Column Profile</span></strong></p><p>If you would like to filter the results on a Column Profile, you can hover over the field you would like to filter by, and select the filter icon. You will then see a box below each column header where you can search for a value. </p><p><strong style="box-sizing: inherit; font-weight: 700; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" data-pasted="true"><span style="box-sizing: inherit; font-size: 14pt;"><br><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU0NDYyYWIyLTNlODUtNDBjYS04ZmVmLTU3ZmU5NzU3MmFjMiJ9.RAVSyR3Xt9Gu1ssHBUYnHxLr9TgGPrNoZcTq6YGoH0Q" width="1217" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; width: 1219px; height: 197.755px; max-width: none !important;" height="198" class="fr-fic fr-fil fr-dib"></span></strong></p><p><strong><span style="font-size: 10pt;">Fig 39. Filtering columns</span></strong></p><p><br></p><p>In Configuration > Tickets > General Settings you have the option to "Allow multi-select Ticket filtering". This allows you to use a drop-down to select which values to filter for Teams, Agents, and statuses. </p><p><br></p><p><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ2MDMzMGYzLWU2ZDUtNDRmMC1iOTcwLWZjNWY5OTUyNGZhYiJ9.-ZNzg0VMkQXYI4up7Ottn9m5fI1h2ujdvrmb59M7CdM" width="1218" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; width: 1220px; height: 199.887px; max-width: none !important;" data-pasted="true" height="200" class="fr-fic fr-fil fr-dib"><strong><span style="font-size: 10pt;">Fig 40. Multi-select drop-down filter</span></strong></p>
