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Case Browse provides two ways to save filters to your Favorites List.

Save Filter to Favorites Before Search

  1. Enter the appropriate information in the date range filter, closed/wanted/retained/settled panel, and criteria tabs.

  2. Select SAVE FILTER TO FAVORITES.

    image-20240325-135836.png

  3. The Save To Favorites window will appear.

  4. Place a checkmark in the Default checkbox.

  5. Select from the Populate Filters or Populate Filters and Search radio buttons.
    (info) Both options populate the filters, but the latter automatically runs the search.

  6. Enter a unique Filter Name.

  7. Select SAVE FILTER.

    image-20240325-140010.png

  8. Confirm that the filter is now available in the Favorites Searches dropdown menu.

    image-20240325-140109.png

Save Filter to Favorites after Search

  1. Enter the appropriate information in the date range filter, closed/wanted/retained/settled panel, and criteria tabs.

  2. Select SEARCH CASES.

    image-20240325-141235.png

  3. A new browser window will open.

  4. Select SAVE FILTER TO FAVORITES.

    image-20240325-141354.png

  5. The Save To Favorites window will appear.

  6. Place a checkmark in the Default checkbox.

  7. Select from the Fill or Fill & Execute radio buttons.

  8. Enter a unique Filter Name.

  9. Select SAVE FILTER.

    image-20240325-142002.png
  10. Return to the previous window and confirm that the filter is now available in the Favorites Searches dropdown menu.

    image-20240325-141617.png


Related Pages

Recent Searches and Favorites Searches

Criteria Tabs

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