Users can save My Work searches as Views, which will allow quick and easy access to their most used and most useful searches. It is quicker to click a View and run it than recreate the search criteria and Table customisations.
1. Select Worklist > My Work
2. Define your My Work search criteria (see My Work Overview and Search for more information)
3. Press Save View, and a pop-up box will appear
4. Enter a name and description for your view to make the view easily identifiable
5. Select the visibility level for the view
- Global Views (seen by all in the company)
- Workgroup Views (seen by all in your Workgroup)
- Individual Views (views created by you and only seen by you)
6. Press Create
Saved views are located within the collapsed control panel ( ) on the left-hand side of the My Work screen.