Filter views are saved filters on the case list. Unlike column filters in the table — which only apply temporarily — views are persisted and can be shared with colleagues. Each view opens as its own tab next to the default case list.
Typical use cases:
Dunning — files with an outstanding value of claim above a threshold.
Deadline tracking — files with an upcoming deadline in the next 30 days.
Per-client analysis — all files of a specific client.
Shared list — shared list for a team of case handlers.
Opening views
To the right of the case-list tab bar sits a "+" button. Clicking it opens a dropdown with:
Search field at the top — useful if you have many views.
Own views — your private and shared views.
Create new view — sticky button at the bottom of the dropdown.
Clicking an entry opens the view in a new tab. Already-open views are not opened twice — instead the existing tab gains focus. Close tabs via the X on the tab — the view itself is preserved and can be reopened anytime.
Creating a new view
Click "Create new view" in the "+" chooser to open a new tab titled "New view". The table shows every file without any filter; the right-hand side panel is where you set the view's properties:
Name — shown as the tab title.
Description (optional) — helps colleagues understand shared views.
Visibility — Private, Share with users or Share with roles (see next section).
Filters — list of filter rules.
Adding filter rules
Click "Add filter" to add a filter rule with three parts:
Property — file property (e.g. value of claim), file fact (CaseFact) or document fact.
Operator — e.g. equals, not equals, contains, greater than, between.
Value.
Multiple filter rules are combined with AND. File and document filters can be combined freely.
Saving and running
The "Run" button applies the filters and saves the view in one step. There is no separate "Save" button. Tab title, filters, sort and column filters are preserved in the view — reopening shows the exact same configuration.
Sharing, editing and deleting views
Visibility
In the view's side panel you set the visibility:
Private — only you see the view (default).
Share with users — explicit list of users.
Share with roles — all users with a selected role.
Shared views appear in the recipients' chooser under "Own views". A view stores filter rules only, no file data — recipients still see only the files they have access to via their client permissions.
Editing a view
Open the view via its tab and edit name, description, visibility or filters in the side panel. "Run" saves the changes. Important: recipients of a shared view are also allowed to change filters, name and description — the changes are visible to everyone, including the owner.
Deleting a view
In the top-right of the side panel sits the trash icon. After a confirmation dialog the view is removed — for shared views also for all recipients. Only the view's owner can delete it or change its visibility.
Closing a tab vs. deleting a view
An X on the tab only closes the view in your current layout. The view itself stays in the "+" chooser dropdown and can be reopened at any time. Permanent removal is only possible via the trash icon in the side panel.
Batch actions and export on a view
Batch actions
In every view tab, batch actions work exactly like on the default case list: check one or more files and the FloatingAppBar appears with the available actions.
The view's filter rules define the pool from which you select — e.g. you can first filter "all open dunning cases" and then process a subset via batch action.
For details on the available actions, see File batch processing.
Export
Use the file icon above the table to export the currently visible files as an Excel file. The export takes into account:
the view's filter rules,
the currently active sort,
the current column filters in the tab.
This makes complex analyses reproducible — as long as the view itself stays unchanged, the export yields the same result for the same data.