SSEO - Filter Records in a Matching Type (Saved Search Filter)

Overview

Here’s how to create a filter for a matching type in order to display less results when searching. To do this, you will need to create a saved search and attach it to the matching type.

As an example in this guide, we will filter the Case matching type to display only open Cases.

Creating the Saved Search

 

 

  1. Go to Lists → Search â†’ Saved Searches â†’ New

  2. On the New Saved Search page, click the record type associated with the matching type you are working with.
    Since we are using the Case record type for this example, we will click on Case.

  3. Give the search a meaningful name in the Search Title field.

  4. Enable the Public checkbox.

  5. Only the filters under the Criteria subtab are needed. Everything else under the other subtabs will be ignored. Add the appropriate criteria needed for your filter.
    For this example, we will filter Cases to display only the ones that are open by setting the Status to noneof Closed.