Filters

Filters are persistent. Therefore, when you access the case list page, you see the results matching the last filter used. The name displayed on the page is the name of the filter. For example, the following graphic shows the All Open Cases filter. This filter lists all the open cases by searching for these properties:

• Disposition = Confirmed or Unconfirmed
• Name = All (equivalent to no filtering by name)
• Status = Active

You can select a different filter by clicking the down arrow next to the filter icon ().

You can further filter the case list by searching for fields with a specific value. Click the More button. Select the fields that you want to use in your filter. As you click the check box next to a field, it appears with the other fields. The following example shows the Data Format field selected.

You can then click on the field and choose or enter a value, depending on the field.

To remove a field from the filter, click the x next to the field.

If you want to reuse your filter settings, click the Save As button then enter a name and description for your filter. If you have permission, you can choose Private (default) or Shared, which enables other users to select and use your filter.

If you are making changes to a filter, you can discard your changes by clicking the arrow next to the Save As button and selecting Discard Changes from the menu.

You can share a preset with another user by sending them the URL link. For the URL link to be shareable, the preset must be set to allow access for all users.