Create a Custom Work Order View in Service Hub

Any technician in Service Hub may create personal or public work order views

1. Click the Work Orders Tab
2. Click the Work Order Views drop-down
3. There are two ways to add a work order view
   1. Click the Cog icon to Manage Views (create or edit work order views), continue to Step 4
   2. Click the Add View icon (create work order view), skip step 4
4. Click the New Custom View button
5. Enter a View Name
6. Click the checkbox when making a private view (only viewable by you); Leave it unchecked to create public views (visible to all Technicians)
7. Select to Match ALL of the constraints or ANY of the constraints (Selecting AND/OR programming logic regarding the listed constraints)
8. Select a Column to filter by (Column that must adhere to a certain value, text, etc.)
9. Select an option from Criteria (Statement creating an inequality)
10. Click the Choose button (Brings up a list of possible Column values)
11. Select one or more options from the pop-up window
12. Click Ok button
13. Some Conditional Statements Automatically Add the Filter after clicking Ok
14. Other Conditional Statements Require 1 Extra Step. When the Add to Filter button appears, click
15. Repeat the steps above to create additional filter criteria
16. Click Save when finished.
17. Your Custom View will be listed. It may be edited at any time by clicking the blue Edit
18. Click the Work Order breadcrumb link to return to the Work Order list
19. Click the Work Order Views list
20. Locate and click on the View that you just created