Create a set of related filters

  1. From the Case Actions drop-down menu, select Open.
  2. In the Case Search Criteria section, from the Advanced Condition drop-down list, select New.

    You a asked to confirm whether you want to create a query set (a set of filters).

  3. To create a set of filters by linking a previously defined filter, in the Confirmation dialog box, click Yes.
  4. To add a filter, click Add.
  5. When the new row appears in the filter selection area, do one of the following:
    • To add an existing filter, click the Lookup icon (Advanced Condition Lookup icon), click Filter, from the search result select a filter, and click OK.
    • To enter a new filter criteria, click AC, and follow the procedure to Create a single filter.
  6. From the Set Operator list, select an operator to link your filters.

    This set operator links this filter to the next filter.

  7. Repeat from step 4 to step 6, until all the filters are added.
  8. Enter the Name and Description of the new filter.
  9. Click Save.