Use the Advanced Conditions from the Case Selection Dialog Box

Users can view a list of Cases that satisfies an Advanced conditions from the Case Open screen.

  1. Select Case Actions > Open.
  2. You can do the following:
    • Use a set of previously saved criteria.

    • Select the appropriate set of criteria from the Advanced Condition list.

    • Select the set of criteria from the Advanced list, and click the adjoining Advanced Condition icon.

    • Add a new condition to a set of criteria.

    • Create a new advanced condition by associating logical operators (like AND, OR) with items from the Case Form.