4.2.1 Using Views

The following are the salient features of Views search.

• Views represent pre-populated search queries.
• Views allow a single-click option for returning a filtered case list based upon the view's preset search criteria.
• Search fields are displayed based on the type of Views you select.
• You can create and manage personal saved views.

To search for cases using the Views search, follow these steps:

1. Navigate to the Case Search and List page.
2. Select a view type from the Views drop-down list.

   Figure 4-2 Case Search and List screen

   
   

   

   
   

The relevant cases are displayed in the Case List pane.

For more information on the Views search, see the following table:

Table 4-1 Case Views and Filter

View Name	View Filter
My New Cases	Displays cases in New Status for which the owner is the logged-in user or the poolto which user belongs.
Cases Assigned to Me	Displays cases for which the assignee is the logged-in user or the pool to which user belongs in any status except Closed.
My Open Cases	Displays cases for which the owner is the logged-in user or the pool to which user belongs, in any status except Closed.
My Overdue Cases	Displays cases for which the owner is the logged-in user or the pool to which user belongs and the due date is equal to or less than current date.

Note:

Views also display your personal saved views. These search views are created using the Save View option. For more information, see Creating a Search View.

Creating a Search View

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 criterion. 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 Advanced Search fields and click Save As View.

   Figure 4-3 Advanced Search

   
   

   

   
   

   The Save View window is displayed.

   Note:

   Date filters or ID filters are not permitted for saving a View.
3. Enter a 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. A confirmation message displays and a newly created save view displays in the Views drop- down list. This save view is also displayed in the User Preference page. For more information, see Setting User Preferences.