Read Complete Release Notes

Feature released in SummitAI IT Service Management (Denali SP3, CMDB)

What's New?

Now, as a part of enhancement, the Filters, and Configure Columns sections on the list pages are redesigned. Additionally, the scope of the functionalities is extended for improved usability.

• Configuration Item List Page (CMDB > User > Configuration Item List)
  
  The Filters and Configure Columns are removed from the ACTIONS panel and added on the top of the Configuration Item List page.
  
  

  
  
  

• Services Page (CMDB > User > Services)
  
  The Filters and Configure Columns are removed from the ACTIONS panel and added on the top of the Services page.
  
  
  

Filter Operators

An operator indicates how parameters relate or compare to one another. The newly introduced filter operators help to narrow down your results in a short amount of time and it provides more flexibility to the users.

The following table describes the list of operators and a short description against each of them. 

View

An Analyst can create or delete views from Tabular view or the Tile view. By selecting a view, the analyst can view a set of records that meet the filter criteria defined in that view.

Creating a New View:

To create a new view, user needs to define Filter conditions and Configure Columns:

Adding Filter Conditions:

A condition consists of the following fields:

• Field: Each field is a column in the table.
• Operator: Each field type has its own set of valid operators. Based on the field type the operators are displayed.

• Value: Each field has its own set of valid values determined by the field type and operator.
  
  

  Note:

  • In the Field drop-down the analyst can view the following groups.
    • User Attributes
    • Standard Attributes
    • Date

  • The following table describes the Field Types and Operators.

    Field Type	Operator	Sample Value	Expected Results	Default Operator
    Drop Down, User Search Control, Search Control, and Tree View (Example: Status)	=	Retired	Displays all the tickets in Retired status.	=
    	!=	Retired	Displays all the tickets other than Retired tickets.
    	IN	Retired, In-Progress	Displays all the tickets in Retired and In-progress status.
    	NOT IN	Retired, In-Progress	Displays all the tickets other than Retired and In-Progress status.
    Numeric and Date (Example: CI ID)	=	2467	Displays only the CI 2467.	=
    	IN	25236, 25463	Displays the tickets with ID 25236 and 25463. Note: This Operator not applicable for Date field type.
    	<	2467	Displays all tickets Less than 2467.
    	>	2467	Displays all tickets greater than 2467.
    	<=	2467	Displays all tickets less than or equal to 2467.
    	>=	2467	Displays all tickets greater than or equal to 2467The filters of the selected view are reflected in the form of breadcrumbs/pill (refer below screenshot). By clicking a specific field, the Analyst can view the values selected for that field. .
    	Between	25236 and 25463	Find a match where the numerical value is between the first and second value inclusive. EX: (25236, 25237, and 25238)
    Radio Button and Check box	=	Example: Tenant = IT	Displays tickets of IT tenant.	=
    Text Area	Contains	Example:  Tenant = IT Description Contains Service	Display IT tenant tickets where Description Contains Service. Note: The users can search for a combination of keywords using basic operators (AND, OR, NOT, Quotes, Parenthesis, and Asterisk), to produce more accurate and more relevant results.	Contains

  • The Analyst can select date and time in the following fields:
    
    

    Page Name	Fields
    Configuration Item List Page	Installation Date Created Time Updated Time
    Services Page	Start Date Created Time Updated Time

Example:

Consider that an Analyst wants to create a view for Development, Production, Retired, Staging, and Under Maintenance CIs of Information Technology Tenant. In this case, add conditions as shown in the following figure.

Figure: Configuration Item List page

1. Click Apply to view records that meet the above filter conditions.
   
2. Click the Configure Columns icon (). The CONFIGURE COLUMNS pop-up page displayed.
   
   
   Figure: CONFIGURE COLUMNS
   
   

3. Select Display Type (Tile View or Tabular View).

4. Drag and drop the columns to be displayed on the page from the Available Columns to the Selected Columns. 

5. Drag Up or Down to specify the sequence in which the columns should be displayed on the page.

6. Click SUBMIT. The list reloads to show the changes.
   
   

   Note:

   Consider the list page is in Tabular view. On the CONFIGURE COLUMNS pop-up page, the analyst selected Display Type as Tile view and clicks Submit. In this case, the list page reloads to show the changes in the Tile view.

   
   

7. Click Save As New. The SAVE VIEW pop-up is displayed. 
   
   

8. Type in the details for the other required fields under the Views, Filters, and Configure Columns section. For more information about the fields under these sections on the SAVE VIEW pop-up page, see Field Description.
   

   Note:

   On the SAVE VIEW pop-up page, the Analyst can also add or remove filter conditions, change Display Type, and Configure Columns.

   
   

9. Click Submit. A new View is created.
   
   

Field Description

The following table describes the fields on the SAVE VIEW pop-up page:

To Set as Default:

1. Search and select a View from the drop-down list.

2. Click Set As Default link to make it default view. The selected view is set as Default.

To Edit a Specific View:

1. Search and select a View from the drop-down list.
   
2. Click (Edit) icon. The EDIT VIEW pop-up page is displayed.
   
3. Type in the details for the required fields under the Views, Filters, and Configure Columns section. For more information about the fields under these sections on the EDIT VIEW pop-up page, see Field Description.

4. Click Submit.
   
   

   Note:

   • The filters of the selected view are reflected in the form of breadcrumbs/pill (refer below screenshot). By clicking a specific field, the Analyst can view the values selected for that field.

   • Click  icon to remove specific filter condition. The list page reloads and shows records based on remaining filter conditions.
   • Click  (Reset) to reset the conditions to the initially configured condition for the selected view.
   • Click Clear to reload the list page with the view, which was set as the default view.

   
   Figure: Incident List page

To Delete a Specific View:

1. Search and select a View from the drop-down list.
   
2. Click (Delete) icon. The DELETE VIEW pop-up page is displayed.
   
3. Click Delete to delete the view.

Configure Columns

Configure Columns option allows the Analyst to customize columns to appear and the order in which they appear in the Tabular or Tile view according to individual preferences.

To personalize columns:

1. Click the Configure Columns icon (). The CONFIGURE COLUMNS pop-up page is displayed.

2. Select Display Type (Tile View or Tabular View).

3. Drag and drop the columns to be displayed on the page from the Available Columns to the Selected Columns. 

4. Drag Up or Down to specify the sequence in which the columns should be displayed on the page.

5. Click SUBMIT. The list reloads to show the changes.