How to find a Case
![ezgif-2-cfb3e3bb51.gif 800](https://files.readme.io/45975b7-ezgif-2-cfb3e3bb51.gif)
Search for a Case
To access cases, simply go to the Cases page on your Dashboard:
![Unit21-Case-20.png 1600](https://files.readme.io/b458f26-Unit21-Case-20.png)
You can use the filter to find cases by:
- Tags - Cases with specific tags
- Status - Cases that are OPEN/CLOSED
- Source - Cases that are Internal/External
- Watched by - Cases that are watched by an agent
- Creation Date Range - When the case was created
- Minimum USD - The minimum amount the case must involve
- Maximum USD - The maximum amount the case must involve
- Disposition Date Range - When the case was dispositioned
- Entity
- Case name
- Disposition
- Subdisposition
- Subdisposition options
![Unit21-Case-21.png 1600](https://files.readme.io/8f1c31d-Unit21-Case-21.png)
You can also search for cases using Custom Data:
![Unit21-Case-22.png 1600](https://files.readme.io/3bd1c1a-Unit21-Case-22.png)
The custom data filter supports the following operators In
, Not In
, Equal
, Not Equals
so that you can fill in logic such as search for a case where the transaction custom data is location:US
:
![Unit21-Case-23.png 1600](https://files.readme.io/a2af73b-Unit21-Case-23.png)
The results appear right away:
![Unit21-Case-24.png 1600](https://files.readme.io/b8c71f4-Unit21-Case-24.png)
Updated 8 months ago