Introduction
Search views allow you to generate a report with the data you need. When you run a report/search your results are grouped in rows of cases, and so a search view can be used to determine what data is displayed against those cases.
User Permissions
The specific user permission needs to be enabled to allow users to edit custom search views.
Home > System Settings > User Permission Groups & Set Permissions > Click edit on the user group you wish to update
How to find the system setting
Navigate to the Search Views settings page
Home > System Settings > Search Views
How to use Search View
When you reach this page, you will see an already made search view. To create new ones, navigate to the bottom of the page where you will see a ‘Create new search view’ button.
A list of differnt types of view will appear. Select which one you would like then fill out the sections to how you would like the search view to appear.
Once you have selected a view, you will be shown two boxes. One called ‘Search view details' and one called 'Avalible fields’
When chosing from the ‘Avalible fields’ section you must click and drag the chosen fields into the ‘Currently selected’ box.
Once you have created the new search view, navigate to the bottom of the page where you will see a ‘Save Search View’ button. Click this to confirm the changes that you have made and to save your new search view.
