Searching for Cases by Reference Category 

Use

You can search for cases by specifying the Ref. Category ID field as the selection criteria within the Advanced Search tool of CRM Case Management.

In addition, selecting the checkbox Incl. Subcategories lets you search for cases assigned to any sub-categories of the category defined in the Ref. Category ID field.

If the number of subcategories is significant, the search may not be executed within a reasonable time frame.

 

The Ref. Category ID field supports an F4-help, which searches for the reference category that should be used for the case search. This F4-help is similar to the F4-help described in the section Assigning a Reference Category in Categorizing Cases in CRM Case Management.

Only currently valid schema versions are used to search for the category; old schema versions are not displayed here.