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Find Cases


The Find Cases functionality works in unison with the Lists functionality, enabling you to search for cases, and create lists that you can save and later reuse. These lists can be either static or dynamic, and they are comprised of search settings you define that generate case search results.

When you open the Find Cases workspace, Workflow displays these tabs:

  • New Search: Enables you to search for cases using your defined parameters.

  • Lists: When you open the Lists tab, Workflow automatically displays a New List tab where you can create a new list.

You can access the Find Cases workspace from the main menu.

You can also search for cases using Search, located on the upper-right corner of the main menu.

Search for Cases

Quick Links


Workflow provides multiple ways for you to filter your case searches from these workspaces: