Along with the Facts page, the Reports page, and the Sources page, the Cases page in CaseFleet now supports Saved Views. This feature gives you the ability to save various combinations of filters and custom columns for easy recall at a later time. You can also choose a particular "view" to be your default view, and it will be loaded automatically when you visit the page.
Saved views don’t take the place of filters. In fact, you can visit any page with saved views and use the filters without creating or using saved views at all! On the other hand, if you’re frequently filtering the page in a particular way, you can save lots of time by using saved views.
This article covers:
Creating a Saved View
To start using the Saved Views feature on the Cases page, visit the page and click the filters button to add your desired filters:
You can also select which columns are visible and their order via the column chooser:
As soon as you've made any changes to the filters or columns, you'll have the option to save them. To do this, click "Save as New View" to open the form to save the current set of filters as a new View.
Saved View Options
Congratulations! You've created your first saved view. After you've saved the view, a few handy buttons will appear:
The Star button will set the view as your default view for this particular page.
The Copy button creates a copy of the view.
The People icon shares the view with your team. Other users will be able to apply the view to their accounts, but they won’t be able to edit it.
The Trash icon deletes the saved view.
Editing or Deleting a Saved View
If you want to edit a view that you've created, first select it from the drop-down list, then click to select the view. Use either the "Edit Filters" button that appears or the filter tool to make changes to the saved view. If you make any changes, you'll be prompted to save them.
Resetting Your View
Whenever you want to view the page unfiltered, just click the "X" icon on the right side of the view button. This will reset the filters and give you the ability to create a new view, or simply work with the filters if you don't want to create a saved view.
If you have any questions about saved views, click the chat button in the bottom right to send us a question, or email us at support@casefleet.com.