HaloPSA

HaloPSA Guides

Documentation to assist with the setup and configuration of the HaloPSA platform

Guides > Using and Editing the Tile View

Using and Editing the Tile View

In this guide we will cover:

- Using Tile View

- Setting Tile View as Default

- Editing Tile View



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Using Tile View

"Tile View" is an alternate view for a ticket screen and can be used to present more readable or just more data than the standard table view.


Navigating to the three dots in the top right, press use tile view to enable this view. This will use the tile layout specified by the column profile you are using. Fig 1 shows the split screen format, with the ticket list on the left and a ticket view from clicking onto the ticket on the right.


Fig 1. Tile view overview.


Setting Tile View as Default

Tile View can be set as the default per agent in either Configuration > Teams & Agents > Agents > select an agent > Preferences tab, or clicking your profile picture in the top right > My Account > Preferences tab.


Fig 2. Default Main Screen List Type setting.


Editing Tile View

On a ticket screen hover over the three dots and click "Edit Columns".


Fig 3. Edit Columns button.


Select the column profile you wish to edit and press "Edit".


Fig 4. Select or create a Column Profile area.


Scroll to the bottom of the popup window and open the "Tile Layout" section. This reveals an HTML editing box for editing the tile view, and this box shows each change made.


Add in the relevant fields and use tables and formatting to display the information. When you're finished, press Save.


Fig 5. Tile Layout configuration.


These are the text formatting options - Bold, Italic, Underline, Font Size and Text Color.

Fig 6. Text formatting settings.


This brings up a list of standardised variables that correspond to actions in the ticket.

Fig 7. Insert Field action.


This brings up the HTML Code View for more advanced editing.


Note: Changes made in Code View will not be saved if the Save button is pressed before exiting Code View. Click back out of Code View before saving.


Fig 8. Code View action.


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