Custom views are a series of search filters that you can apply to messages. Plan and think about your company's message requirements and determine which search filters you want to use for the custom view. It's important to test the custom view to ensure you are getting the correct results, and then save for optimal use. In addition, you can create custom views by creating new or selecting existing search filters.
Create a custom view by creating a new search filter
Use the following steps to create a custom view by creating a new search filter.
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Start the Server Administrator.
On the Start menu, click Upland AccuRoute >
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Expand the server tree, if necessary.
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Right-click Messages. The Messages short-cut menu appears.
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Select New > Custom View. The Select Search Filter dialog box appears.
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Click New. The Search Filter dialog box appears.
Note: The Search Filter dialog box can also be used to do ad-hoc searches, cancel, delete, or resend messages. Ad -hoc searches are automatically saved for you as reusable search filters. See About Search Filters for more information.
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On the Criteria drop-down list, select any of the following criteria.
- JobID - is an identification number assigned to a message processed by the server.
- Originator, Job Status (All Jobs), Date (All Dates) filters information related to the sender, job status like in process, and date value like this week.
- Destination, Type (Any), Job Status (All Jobs), Date (All Dates) filters information related to destination type like email, job status like in history and date value like last week.
- Advanced - is used to specify or insert system and/or user-defined property strings in the Advanced box.
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Click Go. The search results appear. Ensure the results meet your filter requirements.
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Click Save on the Save drop-down list. The Save short-cut menu appears.
- Click Save on the Save short-cut menu. The Save Search Filter As dialog box appears.
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Type a custom view name in the Name text box.
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Click Save . The custom view ( folder) is saved in the Messages folder.
Create a custom view by selecting an existing search filter
Use the following steps to create a custom view by selecting an existing search filter.
- Repeat steps 1 through 4 listed above.
- On the Select Search Filter dialog box, select an existing search filter.
- Click OK. The search filter is saved as a custom view and appears in the Messages folder. The search results are displayed in the Messages Details pane.
Note: When a custom view becomes obsolete and is no longer applicable, you can remove it from the Messages folder.