From the Case Actions drop-down menu, select
Open.
In the \Case Search Criteria section, from the
Advanced Condition drop-down list, select
New.
You are asked to confirm whether you want to create a query set
(a set of filters).
To create a new single filter, in the Confirmation dialog
box, click No.
Enter Name and Description of the new filter.
Select the types of values for the filter:
To include values from the codelist, select From Code
List.
To include values from the case data, select From Case
Data.
From the Properties navigation tree, select a field name
or item to use as a filter.
From the Conditions list, select a relational operator
to establish a relation between the field name and the value.
Repeat from step 5 to step 7, until all the filters are added.
Use the logical operators (AND and OR) to control whether all the selection criteria must be met for the case to be retrieved or that any one of the conditions must be met.
Click Save.
Click Yes if you want to share the filter with other
users.