Configure criteria

You can set Case List Criteria by selecting Configure case lists.

The Case List Criteria window pops up and contains sections for the filter settings, column settings and working with the saved views.

Setting filters and columns

Click the tabs to specify the filters, the columns to be displayed and the role that columns play in the row sort order.

Whenever you click Save, the Case List is refreshed to match the new settings and they are saved in the current Saved view. If you did not create the current saved view, you need a specific permission in order to update it.