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Overview

The Case tab will show all list views you have created or have been shared with you. You can change and pin list views based on your preference without affecting other users.

  1. List view dropdown - Select from available list views

  2. Pin current view - Click the Pin icon to “pin” the current view. The pinned view will be set as default when viewing your Cases tab

  3. New - Create a new list view

  4. List view options - See available options such as new, clone, etc.

  5. Filter - Set filters on the current view

Info

For help creating or working with List views, see the List Views Guide, or contact HRIT.

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Cloning a List View

At times, a new list may be needed that is very close to an existing one. In these cases, an easier option than starting from scratch is to copy (clone) an existing list and edit filters or columns.