create_shared_view
Create a saved conversation filter as a shared view for all agents or a specific team, so everyone sees the same filtered conversation list in the sidebar.
Instructions
Create Shared View
Creates a shared view: a saved filter on the conversation list that appears in the sidebar of every agent (visibility all) or of the members of one team (visibility team with team_id). Requires the shared_views:manage permission. The filters are validated: an unknown field is refused. Editing and deleting a view stay in the web UI. Example, the open conversations carrying tag 3: {"name":"Compromise alerts","visibility":"all","filters":{"logic":"AND","rules":[{"model":"conversations","field":"tags","operator":"contains","value":"[3]"},{"model":"conversations","field":"status_id","operator":"not equals","value":"4"}]}}.
POST /api/v1/shared-views
Tags: Views
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | (body) | |
| filters | Yes | (body) Either a group (logic + rules, nested one level at most) or a condition (model, field, operator, value). Allowed model.field pairs: conversations.status_id, priority_id, assigned_team_id, assigned_user_id, inbox_id, last_message_at, last_interaction_at, last_interaction_sender, created_at, waiting_since, next_sla_deadline_at, snoozed_until, sla_policy_id, tags; conversation_statuses.id, name; users.email, external_user_id; inboxes.channel. There is no subject or content field: a view cannot filter on text | |
| team_id | No | (body) Required when visibility is team | |
| visibility | Yes | (body) all: every agent. team: the members of team_id |