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Add "My Requests" to RT at a Glance

 

 

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john.colton at gmail

Oct 13, 2009, 2:01 AM

Post #1 of 6 (583 views)
Permalink
Add "My Requests" to RT at a Glance

I'd like to add a "My Requests" system saved search and make it part of the
default RT at a Glance. This would be similar to the view that users get on
the SelfService page but needs to be available in the full interface. I
searched the docs, wiki and the archives of this list but haven't found
anything. Has anyone done this?

Thanks,
John


smithj4 at bnl

Oct 13, 2009, 3:17 PM

Post #2 of 6 (542 views)
Permalink
Re: Add "My Requests" to RT at a Glance [In reply to]

On Tue, 2009-10-13 at 05:01 -0400, John Colton wrote:
> I'd like to add a "My Requests" system saved search and make it part
> of the default RT at a Glance. This would be similar to the view that
> users get on the SelfService page but needs to be available in the
> full interface. I searched the docs, wiki and the archives of this
> list but haven't found anything. Has anyone done this?

Hi John,

What a coincidence, I was just doing this yesterday for our new RT
server that I am testing, note it is version 3.8.6rc1, but this will
probably work with earlier 3.8.x releases.

Edit your RT_SiteConfig.pm and add MyRequests to your list of
$HomepageComponents, then restart apache. Now, when logged into your RT
web account, go to your Preferences->RT at a glance, and add MyRequests
to the body section.

Unfortunately, there is one more step, since now when going to my Home
page, I see this error message:

Predefined search My Requests not found

So, logged in to the web interface as the RT admin (so all users would
see this saved search), I went to the Tickets->Advanced page and entered
this Query:

Requestor.id = '__CurrentUser__' AND ( Status = 'new' OR Status = 'open' )

Hit the Apply button and saved the search under RT System's saved
searches with the Description: "My Requests"

Now go back to your Home page and you should see the My Requests box
correctly displayed. If you want to change what info is displayed for
your requests, you will have to edit the saved search and modify the
Advanced->Format or Edit->Display Columns section.

~Jason

____________________________________________
> http://lists.bestpractical.com/cgi-bin/mailman/listinfo/rt-users
>
> Community help: http://wiki.bestpractical.com
> Commercial support: sales [at] bestpractical
>
>
> Discover RT's hidden secrets with RT Essentials from O'Reilly Media.
> Buy a copy at http://rtbook.bestpractical.com
--
/------------------------------------------------------------------\
| Jason A. Smith Email: smithj4 [at] bnl |
| Atlas Computing Facility, Bldg. 510M Phone: +1-631-344-4226 |
| Brookhaven National Lab, P.O. Box 5000 Fax: +1-631-344-7616 |
| Upton, NY 11973-5000, U.S.A. |
\------------------------------------------------------------------/
Attachments: smime.p7s (3.81 KB)


falcone at bestpractical

Oct 13, 2009, 4:00 PM

Post #3 of 6 (542 views)
Permalink
Re: Add "My Requests" to RT at a Glance [In reply to]

On Tue, Oct 13, 2009 at 06:17:45PM -0400, Jason A. Smith wrote:
> On Tue, 2009-10-13 at 05:01 -0400, John Colton wrote:
> > I'd like to add a "My Requests" system saved search and make it part
> > of the default RT at a Glance. This would be similar to the view that
> > users get on the SelfService page but needs to be available in the
> > full interface. I searched the docs, wiki and the archives of this
> > list but haven't found anything. Has anyone done this?
>
> What a coincidence, I was just doing this yesterday for our new RT
> server that I am testing, note it is version 3.8.6rc1, but this will
> probably work with earlier 3.8.x releases.
>
> Edit your RT_SiteConfig.pm and add MyRequests to your list of
> $HomepageComponents, then restart apache. Now, when logged into your RT
> web account, go to your Preferences->RT at a glance, and add MyRequests
> to the body section.

You shouldn't need this part, this is just for on-disk homepage
components. If this was required, a normal user wouldn't be able to
save a private search and put it on their homepage.

> Unfortunately, there is one more step, since now when going to my Home
> page, I see this error message:
>
> Predefined search My Requests not found
>
> So, logged in to the web interface as the RT admin (so all users would
> see this saved search), I went to the Tickets->Advanced page and entered
> this Query:
>
> Requestor.id = '__CurrentUser__' AND ( Status = 'new' OR Status = 'open' )
>
> Hit the Apply button and saved the search under RT System's saved
> searches with the Description: "My Requests"

This is all that should be required, since you'll see a Saved Search:
My Requests on the homepage editing UI

> Now go back to your Home page and you should see the My Requests box
> correctly displayed. If you want to change what info is displayed for
> your requests, you will have to edit the saved search and modify the
> Advanced->Format or Edit->Display Columns section.


smithj4 at bnl

Oct 14, 2009, 11:30 AM

Post #4 of 6 (530 views)
Permalink
Re: Add "My Requests" to RT at a Glance [In reply to]

On Tue, 2009-10-13 at 19:00 -0400, Kevin Falcone wrote:
> On Tue, Oct 13, 2009 at 06:17:45PM -0400, Jason A. Smith wrote:
>
> > Unfortunately, there is one more step, since now when going to my Home
> > page, I see this error message:
> >
> > Predefined search My Requests not found
> >
> > So, logged in to the web interface as the RT admin (so all users would
> > see this saved search), I went to the Tickets->Advanced page and entered
> > this Query:
> >
> > Requestor.id = '__CurrentUser__' AND ( Status = 'new' OR Status = 'open' )
> >
> > Hit the Apply button and saved the search under RT System's saved
> > searches with the Description: "My Requests"
>
> This is all that should be required, since you'll see a Saved Search:
> My Requests on the homepage editing UI

Okay, I see it, but maybe because I saved it under the RT System's saved
searches, it appears in the list above the other available saved
searches, but without "Saved Search:" prepended to it.

It is somewhat of a pain to have to first create that saved search
before having this available on the home page since I would think it
would be a very common thing to want to add. Since this is available to
SelfService users, why can't it be made easier for privileged users to
have access to the same thing?

Thanks,
~Jason


--
/------------------------------------------------------------------\
| Jason A. Smith Email: smithj4 [at] bnl |
| Atlas Computing Facility, Bldg. 510M Phone: +1-631-344-4226 |
| Brookhaven National Lab, P.O. Box 5000 Fax: +1-631-344-7616 |
| Upton, NY 11973-5000, U.S.A. |
\------------------------------------------------------------------/
Attachments: smime.p7s (3.81 KB)


falcone at bestpractical

Oct 14, 2009, 12:24 PM

Post #5 of 6 (532 views)
Permalink
Re: Add "My Requests" to RT at a Glance [In reply to]

On Wed, Oct 14, 2009 at 02:30:54PM -0400, Jason A. Smith wrote:
> On Tue, 2009-10-13 at 19:00 -0400, Kevin Falcone wrote:
> > On Tue, Oct 13, 2009 at 06:17:45PM -0400, Jason A. Smith wrote:
> >
> > > Unfortunately, there is one more step, since now when going to my Home
> > > page, I see this error message:
> > >
> > > Predefined search My Requests not found
> > >
> > > So, logged in to the web interface as the RT admin (so all users would
> > > see this saved search), I went to the Tickets->Advanced page and entered
> > > this Query:
> > >
> > > Requestor.id = '__CurrentUser__' AND ( Status = 'new' OR Status = 'open' )
> > >
> > > Hit the Apply button and saved the search under RT System's saved
> > > searches with the Description: "My Requests"
> >
> > This is all that should be required, since you'll see a Saved Search:
> > My Requests on the homepage editing UI
>
> Okay, I see it, but maybe because I saved it under the RT System's saved
> searches, it appears in the list above the other available saved
> searches, but without "Saved Search:" prepended to it.

Yes, global searches like that don't have the prefix, try a personal
or group search.

> It is somewhat of a pain to have to first create that saved search
> before having this available on the home page since I would think it
> would be a very common thing to want to add. Since this is available to
> SelfService users, why can't it be made easier for privileged users to
> have access to the same thing?

It isn't actually that common a request in my experience. Many
privileged users are working on outside requests, rather than their
own requests. If someone refactored SelfServive/Elements/MyRequests
and addeed an /Elements/MyRequests that used the shared code and sent
a patch I don't see any reason it wouldn't be considered for inclusion
in a future RT.

But I've usually just added a saved search when people need it since
it grants better control over the format and displayed columns.

-kevin


john.colton at gmail

Oct 14, 2009, 7:25 PM

Post #6 of 6 (533 views)
Permalink
Re: Add "My Requests" to RT at a Glance [In reply to]

Jason,

Many thanks. It turns out that this works fine without the mods to
the config file. I just created the system saved search and it shows
up fine for my users. In fact, I modified the default at a glance
page and have happier users for it.

What exactly does the change in the config file do? Perhaps it was
only necessary in an older version of RT.

Thanks,
John

On 10/13/09, Jason A. Smith <smithj4 [at] bnl> wrote:
> On Tue, 2009-10-13 at 05:01 -0400, John Colton wrote:
>> I'd like to add a "My Requests" system saved search and make it part
>> of the default RT at a Glance. This would be similar to the view that
>> users get on the SelfService page but needs to be available in the
>> full interface. I searched the docs, wiki and the archives of this
>> list but haven't found anything. Has anyone done this?
>
> Hi John,
>
> What a coincidence, I was just doing this yesterday for our new RT
> server that I am testing, note it is version 3.8.6rc1, but this will
> probably work with earlier 3.8.x releases.
>
> Edit your RT_SiteConfig.pm and add MyRequests to your list of
> $HomepageComponents, then restart apache. Now, when logged into your RT
> web account, go to your Preferences->RT at a glance, and add MyRequests
> to the body section.
>
> Unfortunately, there is one more step, since now when going to my Home
> page, I see this error message:
>
> Predefined search My Requests not found
>
> So, logged in to the web interface as the RT admin (so all users would
> see this saved search), I went to the Tickets->Advanced page and entered
> this Query:
>
> Requestor.id = '__CurrentUser__' AND ( Status = 'new' OR Status = 'open' )
>
> Hit the Apply button and saved the search under RT System's saved
> searches with the Description: "My Requests"
>
> Now go back to your Home page and you should see the My Requests box
> correctly displayed. If you want to change what info is displayed for
> your requests, you will have to edit the saved search and modify the
> Advanced->Format or Edit->Display Columns section.
>
> ~Jason
>
> ____________________________________________
>> http://lists.bestpractical.com/cgi-bin/mailman/listinfo/rt-users
>>
>> Community help: http://wiki.bestpractical.com
>> Commercial support: sales [at] bestpractical
>>
>>
>> Discover RT's hidden secrets with RT Essentials from O'Reilly Media.
>> Buy a copy at http://rtbook.bestpractical.com
> --
> /------------------------------------------------------------------\
> | Jason A. Smith Email: smithj4 [at] bnl |
> | Atlas Computing Facility, Bldg. 510M Phone: +1-631-344-4226 |
> | Brookhaven National Lab, P.O. Box 5000 Fax: +1-631-344-7616 |
> | Upton, NY 11973-5000, U.S.A. |
> \------------------------------------------------------------------/
>
>

--
Sent from my mobile device
_______________________________________________
http://lists.bestpractical.com/cgi-bin/mailman/listinfo/rt-users

Community help: http://wiki.bestpractical.com
Commercial support: sales [at] bestpractical


Discover RT's hidden secrets with RT Essentials from O'Reilly Media.
Buy a copy at http://rtbook.bestpractical.com

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