Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

To the upper left of the table are two buttons. One is labeled "Mass Update" with a triangular icon, and unless at least one of the rows in the table is selected, this button is greyed out. The other is labeled "Save Filter to Favorites." Clicking "Save Filter to Favorites" brings up a small panel consisting of a checkbox marked "Default," two radio buttons marked "Fill" and "Fill & Execute" (which are greyed out if "Default" is not checked), an input field marked "Filter Name," and a button marked "Save Filter." This panel allows you to keep the filter in your Favorites (see Favorites for  for details). To keep the filter in Favorites, simply fill in a name for the filter and click Save Filter. If you wish to have the filter be the default, and automatically fill itself in whenever you open the Case Browse screen, click the Default checkbox. You can additionally have the search be performed whenever you open Case Browse by selecting "Fill & Execute." If you have selected at least one row, clicking "Mass Update" will reveal a list of actions you can take on all the selected cases at once. Those actions are as follows:

...