The Save View option allows you to create and manage personal search criteria for your future uses. You can also make Search View as a default search criteria. The newly created search views are listed in the Views Search drop-down list and User Preference page. These search views are available only to the user who creates it.
To create search views, follow these steps:
1. Navigate to the Case Search and List page.
2. Enter your search criteria in the More or Less Search fields and click Save View. The Save View window is displayed.
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NOTE |
Date filters or ID filters are not permitted for saving a View. |
3. Enter View Name for the personal search view.
4. Optional: Select Set as Default Search to make this Search View as default search criteria for all your future uses.
5. The confirmation message is displayed and a newly created save view is displayed in the Views drop-down list. This Save Views is also displayed in the User Preference page. For more information, see Setting User Preferences.