To create and configure a personal Smart View, an agent does the following. 

Step 1. On the Helpshift toolbar, click Issues.

Agent Dashboard opens.
 
Step 2.  In the navigation pane’s MY SMART VIEWS area, click Add Smart View.

TIP
The button label is a plus sign symbol.
 
The New Smart View dialog box opens.

Step 3. In the Name field, enter a descriptive name for this personal Smart View.
 
Step 4.  To begin defining the first filtering rule, click Add Filter, and then choose an option
from the newly opened Select list.

The Select list gathers two separate collections of filters from which to choose.
  • The first collection is called Default Issue Fields. Its filters are: App, Platform, Language, Assignee, Queue, Status, Tags, Issue Arrival, Current Predict Label, and Original Predict Label.
  • The second collection is called Custom Issue Fields, and its filters vary from one hosted Helpshift instance to another, depending on the administrator’s prior actions.
Upon choosing a filter, the first Select list closes and a second Select list opens.
 
Step 5.  Choose an operator from the second Select list.

Its available operators vary according to which filter you chose, but include at least some of the following: is, is not, is one of, is none of, is set, is not set, has all of, has one of, has none of, is at, is not at, is before, is after, is between, is not between, is within last, is not within last, is true, and is false.
 
Step 6. (Conditional) When the selected operator is one that must match one or more static values, choose or enter these values.

The first filtering rule is now defined.
Step 7. (Optional) When this personal Smart View should combine multiple filtering rules, click + ADD to begin defining the next one.

a.  Choose relevant options — as before — from the first and second Select lists.
b.  Choose or enter the static values to use.

This optional step is repeatable. A Smart View is the combined effect of all its filtering rules. 

Step 10.  Click Save.