Wednesday, September 19, 2018

View only Sent Messages in the Messages subtab of a Support Case record

To use the Email Sent field as criteria for a Message Saved Search, perform the following steps:

1. Navigate to Lists > Support > Cases.

2. View any Case.

3. In the Communication tab > Messages subtab, click Customize View.

4. Provide a Search Title.

5. In the Criteria tab > Standard subtab, add Formula (Text).

6. In the Field dropdown list select Email Sent.

7. In the Formula (Text) field, select IS, then type T.

8. Click Set.

9. Click Save.

10. Navigate back to the Case to verify if the messages have been filtered.

Note: Same formula can be used for highlighting.


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