Filters

The dashboard view can be filtered to create work ‘queues’ or ‘filters’ that can be used for managing cases. These lists of cases can also then be exported in CSV format if required. Filters can be set up based on any or a combination of the following criteria:

Choice field (dropdown and radio button options only)
Case Date
Case type
Assigned Group
Assigned to me
Created
Created today
Last updated
Recently viewed
Starred cases
Status
Transitioned today

To create a new filter from the Dashboard view select new filter from the Filter menu.

New Filter Option

Selecting the + allows selection of your criteria.

Filter field criteria

Having selected the criteria you can then select the specific values required for the filter. Multiple selections can be made within a criteria.

Filter of case type criteria

Additional criteria can be added using the + option. To save the filter select the Save option.

Filter ribbon

Depending on the user level of permissions the visibility of the filter will be:

Only to the user
All to users group
All to users type
Everyone

Individual users can manage which filters they want visible in the dashboard through the cog on the right-hand side of the Filters bar.