View Only Sent Messages in the Messages Subtab of a Support Case Record

Written by
Marsha Andres
Published on
August 31, 2023 at 6:02:53 AM PDT August 31, 2023 at 6:02:53 AM PDTst, August 31, 2023 at 6:02:53 AM PDT

Scenario

A user wants to use the Email Sent field as a criteria for a Message Saved Search.

Solution

  1. Navigate to Lists > Support > Cases
  2. Selected Case: Click View
  3. Click Communication subtab
  4. Click Messages
  5. Click Customize View
  6. Search Title: Enter Title
  7. Click Criteria subtab
  8. Click Standard
  9. Filter:
    • Select Formula (Text)
      1. Field: Select Email Sent
      2. Formula (Text): Select is then Enter T
      3. Click Set
  10. Save Button: Hover over the Arrow Down
  11. Click Save
    Note: Same formula can be used for highlighting.