The Create views feature in Case Management allows you to save custom filter combinations as named views, making it easy to switch between different filtered perspectives on cases and alerts.
Creating a new view
Go to Case Management.
Click the three-dot menu (⋯) next to the preset tabs.
Select Add a New View.
Choose the type: Cases or Alerts.
Enter a name for the view.
Select the desired filters (e.g., external cases, closed cases, specific rules, alert status).
Choose visibility:
Save for Everyone — visible to all users with access to the environment.
Create (for yourself) — visible only to you.
Saving current filters as a view
If you're in the All cases or All alerts tabs and wish to save applied filters in the table:
Click the Settings button on the right side of the table (labeled "Save as new").
You'll be taken to Create View settings to name and save your current filters.
Updating an existing view
If you're in a view and apply additional filters:
Click the dropdown in the top right corner.
Select Update View to save the changes to the current view.