Quickie is a bundled feature of the Lovely Views app but can be installed standalone to provide Lovely Views most sought-after feature. Quickie is a handy top bar menu that gives you instant access to all views at all times from anywhere within Zendesk. It improves the efficiency of your agents when accessing views.
The key features of Quickie are:
- Organize views in folder hierarchy
- Fast access to all views from anywhere within Zendesk
- Keyword search finds views quickly
- Option to mix personal views with shared views
- Place personal views folder at top or bottom of list
- Integrates with our Lovely Views app
Quickie's search is instant and powerful. Finding the view you want amongst possibly hundreds of views is quick and painless.
A brief description of the Quickie app is available at the following link:
This guide was written based on version 2.1.4 of Quickie.
2 Using Quickie
The Quickie app is found in the top bar of Zendesk. In the screenshot below it is the second icon.
When you click on the Quickie icon it drops down a list of the views you have configured in your Zendesk. Note that you will only be able to see the views that the logged in agent has access to.
Quickie respects the permissions that you have set up for the views. Views with group restrictions will only be visible to agents in those groups. Admin users will see all views, including views with group restrictions, as well as the special 'Suspended' and 'Deleted' views. 'Personal' views are only available to the agent that created them. Admin users don't have access to personal views for other users.
Next to each of the view name is the number of tickets that are contained in the view. If a view has no tickets, then it is greyed out.
Groups have a caret (triangle) icon next to the name of the group. If the caret is pointing down, then that group has been expanded. If the caret is pointing to the right, then that group can be expanded. If you click on the group name or the caret it will toggle between expanded and collapsed.
If you hold down and CTRL or COMMAND and click on a folder it will expand or collapse that folder and all other folders under that folder.
The views are grouped into hierarchies based on how the views are named. The configuration of views is discussed in section 3.1 below.
In addition, there are two special groups:
- Personal - your personal views are put into this group
- Misc - any views which do not have a hierarchy are put into this group.
Clicking on the refresh icon (second from the right) will cause Quickie to update the views and the count of tickets.
Clicking on the plus icon will expand all the groups. Clicking on the minus icon will collapse all the groups.
2.3 Filtering Views
There is also a search box at the top of the views which allows you to filter and search for views or groups with the search terms you type. If you have a lot of views, then this can help you quickly find the one you want to see.
2.4 Opening a View
When you click on the particular view name, it will take you to the regular Zendesk view unless you've configured Quickie to open views in Lovely Views instead. The app will close when you click on a view.
3 Configuring Quickie
You can set the configuration options for app through the application settings. You can access this by clicking on "Admin" (the cog icon).
Next, click on the "Manage" item in the "Apps" section of Zendesk admin.
Once you are in this section, you click on the app icon or the app dropdown menu to access the Quickie settings.
This will take you to the following screen.
This screen has the following options:
- Open views in Lovely Views: When checked, Quickie will open views in the Lovely Views app, if Lovely Views is installed.
- Lovely Views ID: If you have more than one copy of Lovely Views installed or Quickie is having trouble detecting whether Lovely Views is installed or not, you can enter Lovely Views app id to tell Quickie which app/install to use.
- Enable the 'Misc' folder: When checked, any views not groups will be placed in a special 'Misc' folder. If unchecked, views which are uncategorised will appear at the top level
- 'Misc' folder name: This allows you to rename the "Misc" folder to something else. If this is blank, then it will default to "Misc".
- Place 'Misc' folder at bottom of list: When checked, the 'Misc' folder (or ungrouped views) will be shown at the bottom, after all other groups.
- Enable the 'Personal' folder: When checked, if you have any personal views, they'll be grouped separately from other views.
- 'Personal' folder name: If using the personal folder, this allows you to rename it.
- Place 'Personal' folder/views at bottom of list: If ticked, the "Personal" folder will be at the bottom of the list groups. If not ticked, then the "Personal" folder is presented at the top of the list of views.
- Additional view grouping separator: When grouping views, by default you use two colons ('::') in the name of the view, to indicate groups. If you'd prefer to use something else (like a forward slash), you can specify that here. Note: whatever you enter here will be used in addition to '::'.
If both "Place 'Misc' folder at bottom of list" and "Place 'Personal' folder/views at bottom of list", then these folders will be at the bottom with "Misc" appearing above "Personal".
3.1 Configuring views
The configuration of views is the key to how Quickie presents the views. You can access this by clicking on "Admin" (the cog icon).
Then click on the "Views" item in the "Manage" section.
Hover over the view you'd like to edit and when the the circle "..." button appears, click it. On the dropdown menu, click "Edit".
This will take you to the edit screen where you can change the title of the view.
To set up the hierarchy, you just need to set the title in the following format:
Group :: Sub-Group :: View name
The double colon
:: is the same delimiter used by Zendesk for the drop-down menus. You can have as many levels of sub-groups as you require.
To achieve the hierarchy for "Group1 / Is solved" you would have the following title.
Group1 :: Is solved
To achieve the hierarchy for "Group1 / SubGroup / SubGroup2 / Is new1 and a bit longer for testing" you would have the following title.
Group1::SubGroup::SubGroup2::Is new1 and a bit longer for testing
Quickie will automatically set the groups and the hierarchies based on the View titles. You do not need to create any intermediate views for each level of the hierarchy.