In general, Views are nothing but act like filtering options, used for showing particular information based on certain criteria, accordingly.
- If you want to view more cases of information, you need to select fields from the Display dropdown.
- You can save our custom view of case information for your future reference in My Views.
Steps to Create My Views in Cases App
- Login and access the Cases app from the Universal menu bar.
- Click on the Search icon located at the app header bar.
- You can add the search value as per your preferences and click on the Search icon.
- You can view the search results as shown in the image below.
- Click on the Display dropdown to select the fields you would like to view in a table format.
- Click on the Save as View button.
- Add the Name of the view on the Save as View popup.
- You can enable the Toggle for Share with Other users as per your need.
- Then, click on the Save button.
- The view will get saved under My views on the left panel.
- You can also create a view by clicking on the + icon next to My Views.
- By clicking on the + icon, you can view the Create view side panel will get open.
- Define your search and click on the search icon below.
- You can view the search results and Save the view button.
- Add the Name of the view on the Save as View popup.
- Click on the Save button.
- You view will get created and saved under My views on the left panel.
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