Sunday, September 23, 2018

Filter Incoming Messages on a Saved Search

User wants to create a saved search for case or email messages that are either Incoming or Outgoing only

To create the search, perform the following steps:

     1. Navigate to Lists > Support > Cases.

     2. View a Case record.

     3. In the Communication tab > Messages subtab, click Customize View.
     
     4. In the Customize Search Results: Message window, click the Criteria tab.
     
     5. In the Standard subtab, add Formula (Text) field.
     
     6. In the Message Search Popup window, set the following:

  • Field: Is Incoming
  • Formula: {isincoming}
  • Formula (Text) set to is = T for Yes (F for No)

     7. In the Results tab > columns subtab, add Is Incoming field.

     8. Click Save and Run.

Note: Same formula can be used for highlighting.

No comments:

Post a Comment