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Home Page - Interactive Tiles - Queries


Queries Tile Overview

ServicePRO's Interactive Tiles can be customized to display publicly visible Queries, and Queries belonging to the current user.

The selected query's results will be displayed in the tile.

The Query results in the Tile will refresh automatically based on Refresh Timer settings in User Options, under the section ServicePRO Views - Background Refresh Intervals.

For more details on this function, please view the Wiki page on Queries.

Customizing Query Tiles

After selecting the "Query" type from the Tile Customization menu, users can select a Query from the following list to display in this tile :

  • Private Queries belonging to the current user
  • Public Queries, including those belonging to other users.

Selecting a Query to display


Context Menu Options

Upon right-clicking a request in the Query Results list, users can select from the following options:

  • Add Memo
  • Assign work/responsibility
  • Close (or "Reopen" if request is already closed)
  • Schedule Request (Select calendar date)
  • Suspend Request
  • Waiitng For Response
  • Reminder
  • Update Request
  • View Request Detail
  • Customize View
  • Pin this request

Context Menu of the Query listing

NOTE:

If a Query selected for a Tile has the 'Ask for run time' Criteria specified, the contents of that Tile will not refresh automatically overtime. Users will need to click on the 'Refresh' icon manually to retrieve new data. Users will be provided a notification regarding this Criteria.


Search Functionality

In the Search field, users can search for specific content in the query results by entering a search phrase.

Export Functionality

Users may export Query Results from the Tile by selecting the Excel icon in the upper left corner of the Interactive Tile. Users will be prompted to save the file locally in .xlsx format.



Immediate Updates

Context menu options in Interactive Tiles have immediate effects; "pending updates" will not occur like in the full view functionality, and changes will be committed immediately.
For example, Memo updates are saved immediately with no pending updates. Please take note of this when performing important actions such as Closing requests from the Query Tile.