Overview of the Case List Page

After clicking the Cases icon from the Home page or the Navigator, the Case List page is displayed.

Here's an overview of the different sections of the list page.

Case list page with callouts

Callout No/Title

What It Is

What You Can Do

1.

The name of the saved search displayed on the page.

Choose another saved search from the search bar.

2.

Search bar

Click inside the bar and select a saved search from the list. For example, All Cases, My Cases, or Cases Created by Me.

3.

Results

Number of records for the selected saved search.

4.

Case Number

Click to view the case details on the Case Details page.

5. Create Case Click to Create a case or you can type Create Case in the Action Bar.
6. Create Case by Interview If your company is using this feature, click to create a case using an interview format. This feature must be enabled by your administrator.