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Smart Service Cloud is designed with a consistent appearance and functionality to make it easy to use. While there may be minor differences across various Centers, the overall layout and operation remain the same. In this guide, we will use the “Work Order Center” as an example to demonstrate how to Search, Sort, and Filter.
At the top right of your screen, you'll find a search icon that assists you in quickly locating what you need. It's important to note that the search results will be tailored to the specific Center you are currently navigating. For example, in the Work Orders Center, your search results will be specific to work orders.
When using the search bar, the way you input your terms affects the results. Here are some options to help you find what you are looking for.
To clear the applied search filter, simply click on the "X" next to the filter description.
Upon clicking the search icon and activating the search bar, you'll see three dots located on the right side.
Clicking on these dots unveils advanced search options tailored to the Center you're currently exploring.
The Sidebar, located on the left of your screen, contains the calendar and various filtering and viewing options. We will cover each one individually below.
If the sidebar is not visible, navigate to the bottom-left of your screen and click on "settings". From there, select "Sidebar". For more information on settings, click here.
The calendar will exhibit the current month and date. By clicking on specific dates, you can view the work orders scheduled for that particular date. Additionally, you'll find other filtering options accessible from here. To clear a filter, click on the "X" next to the applied filter.
Below the calendar, you'll find viewing choices tailored to the Center you're currently in. For instance, in this case, you may have the option to view your own work orders, your team's work orders, or all work orders, based on your permissions.
Grid is the default view.
The Map view offers a visual depiction of your work orders. You can click on a map pin to preview the associated work order. Additionally, you have the option to zoom in or obtain directions. Furthermore, clicking on the preview window allows you to view all the work order details.
The Calendar view presents your work orders in a format resembling a traditional calendar. At the top of your screen, you'll find options to switch between daily, weekly, and other views. Additionally, to the right of these options, you'll see a calendar icon, allowing you to quickly navigate to today's scheduled work orders.
Once more, the functions at the top of your screen may vary depending on the Center you are working in. We'll explore each one individually, using The Work Orders Center as the example.
You can filter items for various criteria, such as Un-Scheduled or Not Invoiced. You have the option to save or apply a custom filter. You can clear the filters here as well.
This gives you the option to download the items on the list or import items as well.
This feature provides you with choices to download the items on the list.
Near the top of your screen, you'll find a list of column header fields. Clicking on "Customize" allows you to add or remove columns from view by checking or unchecking the boxes.
You can save this view for yourself or all employees. Additionally, you can create your own custom fields. Click here to learn how.
To access the Side Panel, click on the three dots on the top right of your screen. We will cover each feature individually.
By clicking on the settings icon, you can select an alternative view of data, or a different presentation style.
You can also perform a basic or advanced search here as previously discussed.
This feature enables you to adjust the sort order of the column header fields. Click on "Apply" to confirm changes or "Clear" to revert them.
You have numerous options to filter any fields. For instance, you can apply a filter by Description.
By clicking on "Text Filters", you'll access additional advanced filtering options.
In this example, you can group the Description field to sort the list alphabetically based on the descriptions of the Work Orders. Remember to click on "Apply" or "Clear" to confirm or remove any changes.
Considering that we are using The Work Order Center as our example, this will allow you to create a new work order.
These tools mirror the ones previously covered.
You can also search, sort, and filter by clicking on a column header field, such as “Description”, for example. Once a filter has been applied, you can clear it by clicking on the “X” next to the filter.
When hovering over items in the list, you'll notice a circle that allows you to select the item. You can select one or multiple items. Additionally, clicking the circle in the column header field selects all items on the list.
Once items are selected, you'll see various options appear on the sidebar to the left of your screen. These options vary depending on the Center you're working in. In this example, we're focusing on The Work Orders Center. To learn more about these options, simply search for them using the search bar at the top of this page.
