Create a custom view
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03-17-2025 06:32 AM
Hi,
I have created a database view with task table and another custom table. So that we can use for incident, problem, change and custom table as well.
So currently I am building a dashboard & reports in platform analytics related to change request data. So I want to create a different view that will show list of columns which I want related to change. right now it is in default view, so if I configure and reset the columns it will change for other reports as well.
I want to create a custom view not disturb the default view for this table and reports. How can I do this?
Thanks,
Vaishnavi
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03-17-2025 12:14 PM
Hi @vishnumaaya
Not sure why you're adding a view in the report/dashboard. You created a new table as a Database View and build as many reports as needed with different conditions and fields. Or am I misunderstanding?
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03-18-2025 03:33 AM
No. There is only one database view with Task and business unit(custom) table.
u_m2m_task_business_unit is the DB view. This DB view I am using to get incident data and change data.
when you click on one of the bar graph , list view of the report appears right. So I want to configure those columns accordingly.
When change related report is created it should show CR columns list view
when incident related report is created it should show INC columns in list view.
Thank you!
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03-17-2025 12:17 PM
Hello @vishnumaaya
1. So, you want to create two different database views?
2. Then you want to use these two database views in the same dashboard?
Hope that helps!
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03-18-2025 03:33 AM
No. There is only one database view with Task and business unit(custom) table.
u_m2m_task_business_unit is the DB view. This DB view I am using to get incident data and change data.
when you click on one of the bar graph , list view of the report appears right. So I want to configure those columns accordingly.
When change related report is created it should show CR columns list view
when incident related report is created it should show INC columns in list view
