How to create case lists?
How to add a case to an existing list?
The add to list allows end-users to append cases to their existing list running additional searches while accumulating the results from previous searches.
This process is simple and easy for users to keep all their cases together in one place.
To add cases to an existing list “Enable the list button”, Once the List button is blue the users can add cases to their existing list, remove cases, and save a new case list.
To turn the list mode off, reselect “List” and the Add button will no longer be blue.
How to remove cases from the case list?
User can easily remove cases from the list to keep only the desired cases selected.
To remove cases from the list, Users will “Enable the list button”, Once the List button is blue the users can remove cases. The users can select the case(s) that needs to be removed and then select the minus button (-)
How to save a list of cases to access later?
Users can add their cases to their incident search result so that all of the cases they are working on can be easily accessed. They can also save this list by selecting the save icon on the bottom of the incident search when the List mode is enabled.
Users can later reopen this list without having to go through and add all the cases to this list individually. They can easily select the folder icon to open the saved list of cases. This makes it easier for users to save the cases they are still working on at the end of the day and easily be able to open the same list of cases with a few simple clicks.
The saved case lists are saved by the user that is currently logged in. A user can NOT share a saved case list with other users!
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