Issue: Users need guidance on how to add fields to a view, create a new view, and sort columns in the cases area.

Cause: Lack of familiarity with the steps required to customize views and configure sorting options in the cases area.

Resolution: Follow these steps to create a new view, add fields, and sort columns:

• To temporarily update an existing view:

  • Navigate to the cases area/table.
  • On the command bar, select the icon that looks like three rectangle blocks with a pencil in front (located above the visualize button).
  • Use this option to add additional fields to your current view.

• To create a new view:

  • Click on the advanced find filter icon (funnel) located at the top right side of the screen.
  • Ensure the "Look For" field is set to Cases.
  • Select Edit Columns to add all the fields you want in the view.
  • If you want to save the view:
    • Select the view drop-down to see a list of all views for the Case entity.
    • Select Details to change your filter if needed.
    • Once satisfied, click Save As and save the view for future use.

• To sort columns in a view:

  • From the advanced find filter, locate your saved view.
  • Click on Edit Columns.
  • On the right-hand side, select Configure Sorting.
  • Choose the column you want to sort and specify the order (A-Z or Z-A).