Bug Custom Views | Online Help | Zoho BugTracker

Bug Custom Views - 7.0

Custom views display bugs that match specific criteria defined by you. A custom view can set for your own use, for all users, or for a specific set of users.

Benefits

  1. View bugs that are most relevant
  2. Use multiple criteria to create custom views
  3. Create custom views for self or for other users
  4. Set a view as favorite

Create Custom View

  1. Navigate to a project from the Recent Projects section or the Projects tab and select a project.
  2. Click on the Bugs tab in the top band.
  3. Use the view drop-down.

  4. Click + Create Custom View.
  5. Select the criteria to create the custom view.

  6. Add additional criteria by hovering over a criteria and clicking . Add criteria in groups by clicking .
  7. Enter Custom View Name.
  8. Add a description if needed.
  9. Select accessibility criteria under Accessibility. Accessibility can be set for self, all users, or for specific users by selecting the relevant option.
  10. Click Save to save the custom view.
  11. The custom view can be accessed from the view drop-down under Custom Views section.

Save Custom Views

To save a custom view, select filter options to establish a criteria.
  1. Select a project from Recent Projects or the projects list view.
  2. Click on the Issues tab in the top band. Ensure that you are in the Plain view.
  3. Click .
  4. Choose the required filter options and click Find. Issues matching the filter criteria will be displayed.
  5. Click Save as.
    1. If you click Existing Custom View, your filter selection is added to an existing custom view.
    2. If you click New Custom View, continue with the below instructions. Your filter selection is saved as a new custom view.
  6. Choose the required fields in Criteria.
  7. Click add a new criteria in the custom view.
  8. Click to add a group of criteria within existing criteria.
  9. Enter a Custom View Name, Description, and select the Accessibility.
  10. Click Save to finish creating the custom view.
Users can access the Save as option only when they create a custom view or have permission to edit the custom view

Favorite Views

Favorite views displays the list of all your favorite custom and predefined views. Hover over the selected custom or predefined view to enable and then click to add that view to the Favorite Views. If required, you can remove a view from favorites by clicking the .

Edit or Delete Custom Views

Custom views can be edited or deleted by hovering over the custom view and selecting the required option. Alternately, if you are in the custom view, click the edit icon next to the view name to edit it.

See Also

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