Case Browse provides a number of ways to create or add a new Filter to your Favorites List.

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.

Image RemovedOnce you have run the search, Case Browse provides two methods by which to save or create a Filter.
1. 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.

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To add a new Filter to your Favorites List, choose "Filter" then "New Filter".
The Case Browse feature will appear.

1. Click on "Create Filter" link. See "Create Filter" for details.

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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).two ways to save filters to your Favorites Searches list.

Save Filter to Favorites Before Search

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Enter the appropriate information in the date range filter, closed/wanted/retained/settled panel, and criteria tabs.
Select SAVE FILTER TO FAVORITES.
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The Save To Favorites window will appear.
If applicable, place a checkmark in the Default checkbox.
Select from the Populate Filters or Populate Filters and Search radio buttons.
Both options populate the filters, but the latter automatically runs the search.
Enter a unique Filter Name.
Select SAVE FILTER.
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Confirm that the filter is now available in the Favorites Searches dropdown menu.
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Save Filter to Favorites After Search

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Enter the appropriate information in the date range filter, closed/wanted/retained/settled panel, and criteria tabs.
Select SEARCH CASES.
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A new browser window will open.
Select SAVE FILTER TO FAVORITES.
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The Save To Favorites window will appear.
If applicable, place a checkmark in the Default checkbox.
Select from the Fill or Fill & Execute radio buttons.
Enter a unique Filter Name.
Select SAVE FILTER.
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Return to the previous window and confirm that the filter is now available in the Favorites Searches dropdown menu.
It may be necessary to refresh the browser window.
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