Features within Advanced Conditions

By default, the Advanced Conditions drop-down list enables you to view only the New, None and already selected Advanced Conditions.

  1. Select New or None from the drop-down list and click the AC button to create a new advanced condition.
  2. Click the lookup icon to filter for existing advanced conditions.
  3. Execute the steps below to filter for existing Advanced Conditions:
  4. Click Lookup in the Case Search Criteria section. The Advanced Conditions Lookup dialog is displayed.
  5. Select one of the following options from the drop-down list under Filter.
    • Contains - Enables you to filter for advanced conditions that contain the entered criteria.
    • Starts With - Enables you to filter for all advanced conditions that start with the entered criteria.
  6. Enter the search criteria for the advanced conditions in the text box, as applicable.
  7. Click Filter.

    The advanced conditions matching the specified filtering criteria are displayed.

  8. Select an advanced condition from the list, as per your search requirements.
  9. Execute any of the actions below, as applicable:
    • Click OK. The selected advanced condition is listed in the Advanced Condition drop-down list.
    • Click AC. The details of the selected advanced condition are displayed in the Advanced Conditions dialog.
    • Click Cancel. The Advanced Condition Lookup dialog is closed without saving any changes.
    • Select a previously selected advanced condition from the drop-down list to apply the search criteria for that condition.