Case Manager Saved Queries

Table of Contents

Saved Queries can be found underneath the Process menu item within the manage interface. Within this page an overview will be shown of the current saved queries within the case. These are the queries added by hand and the queries added by users. Queries added by users are green colored by default and have a user icon in front of the query name. Queries added here by hand are the color black by default and have a database icon in front of the query name.

There are a few possible actions within this page. If you have a lot of saved queries, you can search through them. You can also filter through global queries or only the ones that are made by you.

Additionally, you can show the totals of the queries, with the multiselect filters on or off. The result is showing the amount of search results the queries listed give.

Each saved query has three actions associated with it: you can search on the query, edit it or delete it. When editing the saved query, you may test the edited query to check if it is still valid. You may also select if the query is allowed to be used by other users, meaning it will be available to be used by other users on the case.

Read more about creating saved queries here: Saved Queries