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Tuesday, May 28, 2013

Folder views and search results

Imagine that you want see attachments from many cases in one list. Now you can do it by creating "folder view". To achieve it you can create advanced search criteria, for example cases created in a given month. You can use form fields to group cases in folders. In example below you want to have first level of folders made it users who created cases and second level of folders made of month of modification.

In „Views and search result" you can see attachments added to cases, grouped by your criteria.

So it looks like disk folders but they are in fact virtually created from form fields or case properties. By hovering mouse pointed over a file (attachment) you can see preview of its content.

This makes it possible to create folder views or table views and access documents and cases very quickly.

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