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- Once you have selected the appropriate categories from the various Case Browse tabs, click on the button labeled "Save Filter for Favorites". A panel labeled "Save to Favorites" will appear containing two rows. The first row includes a button labeled "Default". Click the Default button is you want this filter to populate each time you open Case Browse. Then click either "Populate Filters", which will populate the Filters with the current settings but will not run the search, or click "Populate Filters and Search, which will automatically populate the Filters with the current settings and run the search whenever you open Case Browse.
Once you have run the search, Case Browse provides two methods by which to save or create a Filter.- Click on the button labeled "Save Filter to Favorites". A panel labeled "Save to Favorites" will appear containing two rows. The first row includes a button labeled "Default". Click the Default button is you want this filter to populate each time you open Case Browse. Then click either "Fill", which will populate the Filters with the current settings but will not run the search, or click "Fill and Execute", which will automatically populate the Filters with the current settings and run the search whenever you open Case Browse.
To add a new Filter to your Favorites List, choose "Filter" then "New Filter".
The Case Browse feature will appear.
- Click on "Create Filter" link. See "Create Filter" for details.
It is generally recommended that you run the Case Browse search first and then save the filter from the results page. This can help ensure that the filters chosen for the search provide the information sought (including the columns shown in the results).
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