How do I Create My Views in Cases App?

Updated on June 25, 2020 08:09AM by Admin

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.
Cases

  • You can add the search value as per your preferences and click on the Search icon.
Advance Search

  • 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.
Display

  • Click on the Save as View button.
Save as view

  • 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.
Save Popup

  • The view will get saved under My views on the left panel.
Pending Cases

  • 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.
Create view

  • Define your search and click on the search icon below.
Status

  • You can view the search results and Save the view button.
Save

  • Add the Name of the view on the Save as View popup.
  • Click on the Save button.
View Name

  • You view will get created and saved under My views on the left panel.
My View

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