Once you start using Devo SOAR on a regular basis, you are likely to spend a lot of time in the Cases section, located in the Cases Management section of the menu. There are two types of search boxes: Basic and Advanced, which you can choose in the drop-down menu as you can see in the image below:
The Basic mode renders a drop-down list for every column so that users may simply select what they want.
If we jump to the Advanced mode, more knowledgeable users can enter a query in the search box to use as a filter for the table. For example, if we only want cases with a “New” status, we need to type:
issueType = 'case' AND status='New'Also, you can save your searches and see them by clicking on the corresponding buttons:
The example table of the image shows the following information about the cases in columns:
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ID
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Title
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Case Type
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Priority
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Status
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Reporter
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Assignee
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Created
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Modified at
Let’s see how we can use those columns in order to obtain the most accurate info for our data tables.
Prerequisites
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Access to Devo SOAR
Instructions
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In the left menu, go to the Cases Management menu and select Cases.
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Then, at the top right of the Cases window, you will find the following drop-down icon where you can select the columns you want to appear later in your data table:
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Once you have selected the columns, they will appear in the window by order of the columns' selection.
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Also, in case you need to use the table out of the website, there is an action to export all entries in a CSV format (icon below). It exports a list of all cases with the fields currently active in the table:
