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How do I edit the query's on the 'Customers' page under the 'Directory' category?

Suzanne_miqdoh

After clicking on the 'Customers' link in the left hand menu under the heading 'Directory' I am given a page with various columns, including 'Open requests' and 'Closed requests'.

Screenshot 2024-07-09 145950.png

We've made a change recently which means the JQL query is no longer working, but I can't see any way to edit the queries for these 2 columns. Can anyone advise please?

I'd also like to know if I can edit what columns appear in this screen.

Accepted answers

Mark Higgins

Hi Suzanne

Welcome to the community.

The screen shot shows the Customers list, but you are referring to a change in JQL which is not working as expected?

Is that a Queue where you made the change, which is at the top of the left hand panel that you are showing?

Are you able to screen shot the JQL?

Thanks

Mark

All comments

Mark Higgins

Hi Suzanne

Welcome to the community.

The screen shot shows the Customers list, but you are referring to a change in JQL which is not working as expected?

Is that a Queue where you made the change, which is at the top of the left hand panel that you are showing?

Are you able to screen shot the JQL?

Thanks

Mark

Suzanne_miqdoh

Hi Mark,

I may not have been clear. When I click 'view open' it runs a JQL that isn't working. I know what change I need to make to get it working. What I can't figure out is how to 'save' that query so that when I click on 'view open' it runs the corrected query.

Thanks,

Suzanne

Mark Higgins

Hi Suzanne,

Sorry for my mis-understanding.

I'm going to make some assumptions:

1. You are in the View All filters area.

2. You have selected the filter you require.

So, to the right of the JQL, there are options.

If you have made changes to the filter then Save Filter is there, and if you have not then Copy Filter is there?

Are you not seeing those?

Copy filter.png Save filter.png

Am I getting closer :-)

If you are in the Managed Queues area, then let me know, because that interface is different.

Cheers

mark

Suzanne_miqdoh

Hi Mark,

I'm not in the 'View All Filters' area.

From the menu on the left hand side of the screen, there is a link to 'Customers' under the DIRECTORY heading:

Screenshot 2024-07-10 143151.png

When I click on 'Customers' it takes me to the screen shown in my original screenshot.

From this screen, it's the query when I click 'View Open' that I can't figure out how to save the changes I want to make.

Thanks,
Suzanne

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