How do I Create Custom Views in Cases app?

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

Custom views can allow you to create customized views by defining the criteria as per your requirement. The custom views created by the user will be listed in the left panel views of the Cases app. That is, it can be saved. Customized views are usually created using the attributes(column fields) that are frequently used.

There are some default views provided in the Cases App found in the left navigation panel. They are:

  • By Queue
  • By Status
  • Unresponded Cases
  • By Priority
  • By Type
  • By Tag

Steps to Create Custom View

  • Login and access the Cases App from the Universal Menu.
  • Click on the More(...) icon and select the settings.
Cases

  • In the Settings, click on the Customize App and select the Views.
Settings

  • In the Views page, click on the create button or click on the + icon near the Views to create a new view.
View

  • In the Create view, add the Title and the Description.
Create view

  • You can set the privileged access by selecting the Privilege Dropdown.
  • Select the required list from the List Layout Dropdown.
List Layout

  • With the Display Toggle, you can make the custom view enable/ disable.
Diaplay Toggle

  • In the Criteria section, select the attribute in the insert attribute dropdown and set the criteria with the operators and the values of the related attributes.
  • Here, the custom view based on the Enabled Billable cases.
  • After setting the criteria, click on the create button.
Criteria

  • Custom View will get created and will be displayed on the list.
View Created

  • Now, go to the Projects home page, you can view the created custom view on the left panel.
Home page

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