How to Create an Incident View and Personalize It


Updated: May 13, 2016

Applies To: System Center 2012 SP1 - Service Manager, System Center 2012 R2 Service Manager, System Center 2012 - Service Manager

In System Center 2012 – Service Manager, you can use the following procedures to create and personalize an incident view and then validate it.

Views let you group incidents that share certain criteria. For example, the following procedure helps you create a view that lists all the incidents in which the classification has been set to E-mail Problems or to some other classification. When you create a new view, it is saved and becomes available for later use.

You can also personalize a view. However, when you personalize changes to a view, those changes are not saved. For example, you can personalize the All Incidents view, but if you change column widths, column sorting, or grouping or if you remove columns, the next time you return to the view it displays information in the same manner as it did before you personalized it.

To create an incident view

  1. In the Service Manager console, click Work Items.

  2. In the Work Items pane, expand Incident Management.

  3. In the Tasks pane, click Create View.

  4. In the General section of the Create View dialog box, type a name for the view in the Name box. For example, type E-mail Incidents.

  5. In the Description box, type a description. For example, type All incidents in which the classification is E-Mail Problem.

  6. Click Criteria.

  7. Next to the Search for objects of a specific class list, click Browse.

  8. In the Select a Class list, under View, select Combination classes, select Incident (Typical), and then click OK.

  9. In the Related classes box, ensure that Incident is selected. In the Available properties list, select Classification Category, and then click Add. You might need to scroll to see the Add button.

  10. At the end of the Criteria section, in the Criteria definition area, select E-mail problems. When the criterion is complete, it resembles [Incident] Classification Category equals E-Mail Problems.

  11. Click Display, and in the Columns to display list, select Status, Classification Category, and Description. Next, under Assigned To User, select Display Name. Then, click OK.

To personalize an incident view

  1. In the Service Manager console, click Work Items.

  2. In the Work Items pane, expand Incident Management, and then select an incident view. For example, select All Incidents.

  3. Right-click any view column heading to resize the columns, to remove items from the results, or to change column sorting and grouping. Repeat this step until you are satisfied with the results.

To validate the incident view creation

  • In the Work Items pane, ensure that an E-Mail Incidents view exists under Incident Management. Ensure that the view displays all the incidents in the E-Mail Problems category.


    It might take a few seconds for the new incident view to appear.

See Also

Managing Incidents