Running Case Queries

Where: Navigator > Resources > Cases

You can create a specific case search group based on a the value of a particular case attribute. The search group is updated with all cases matching the condition.

To set up a case search group:

  1. Right-click a case group and select New Search Group.

  2. Give the search group a suitable name.

  3. On the Conditions tab, add a case condition. For example, if you want this search group to contain all cases owned by CaseAdmin, the condition would say

    Owner = CaseAdmin

The search group is populated with all cases assigned to CaseAdmin. The search group is updated as CaseAdmin’s assignments change.