search cancel

How to create and customizing Case Views

book

Article ID: 204762

calendar_today

Updated On:

Products

Support Portal

Issue/Introduction

How to create case views?

How to customize columns on the case view?

How to manage case Views?

How to use filters on case views?

Resolution

Users have the ability to create customer case views on the Support Portal Case Management.

Note: The default view is not editable. Filter and settings options will be grayed out. To apply filters or customize columns one should create a new view. 

To create/manage views:

  1. Click My Cases to view support cases created by the logged in portal user

  2. Click All Cases to view support cases created against the site IDs of which the logged in portal user is associate with

 

  1. From the My Cases or All Cases view click the View dropdown arrow and Create New View to create a custom case view



  2. Choose from a variety of filtering options including Field Name, Condition Type, “AND” “OR”

 

  1. Click the gear icon to customize the columns to display in the custom case Drag and drop the desired columns to the Selected Fields column and click Apply.



  2. To edit / rename an existing custom case view, select the case view name from the View dropdown and click the down arrow next to Filter. Make your desired changes and click

 

DID YOU KNOW? Columns can be sorted ascending or descending from the My Open Cases, My Cases and All Cases view. Click to the right on the column label to sort as needed.

If you need help with any assistance, please contact a Broadcom Customer Care Representative by using the chatbot available on the support portal.




Attachments