Selections
Filtering cards
Filter a card index by composing selections. For example, you can select all calls assigned to a particular operator or all hardware purchased in a particular year.
Selections can be saved for future use. You can share them and use them in reports and exports. When saving a selection, you have the choice between providing fixed values for the criteria, or to leave the value fields empty by selecting Ask during selection use. In the latter case, TOPdesk asks you for the necessary values every time you execute this dynamic selection.
Selections with multiple criteria
You can include unlimited criteria in your selections. In complex selections, criteria are combined with the logical operators AND and OR, which can be included in a selection by clicking on the operator. Selections can be nested to include sub selections.
Card index | Operator | Criterion: field | Criterion: value | Resulting overview |
|---|---|---|---|---|
Select all calls… | where… Category | is equal to Facilities Services | The overview shows the calls that meet all criteria. Here, it is the calls that fall in the Facilities Services category and where the status is ‘Adjust in CMDB’. | |
and | where… Status | Is equal to Adjust in CMDB | ||
Select all calls… | where… Call type | is equal to Failure | The overview shows the calls that meet one or more of the criteria. Here, it is the calls with type Failure and/or calls that are monitored. | |
or | where… Monitored | is true |
Card index | Operator for main selection | Criterion: field | Operator for sub selection | Criterion: field value | Resulting overview |
|---|---|---|---|---|---|
Select all calls… | where… Department | is equal to Sales | The overview shows all calls that are logged by employees from either the Sales or the Human Resources department, and that fall in the Specific software category. | ||
or | is equal to Human Resources | ||||
and | where… Category | is equal to Specific software |
 |
Available criteria
You can create selections on the following fields:
All fields of the card type you want to filter. You can filter on the current values, and for the fields with active audit trail, you can also filter on former values.
All fields of cards that are linked to this card. For example, you can select all calls which have been logged for callers with a particular position. The selection criterion used here is the field on the caller’s Person card, with the latter being linked to the Call card.