Sort list

Grids/lists feature throughout Case Manager. There are tools to manage the list itself as well as tools to manage items in the list. The Case List has access to most of these tools, see Case List as a grid.

You can sort the contents of most grids by simply clicking a column heading. This sorts the list based on the values in this field. A triangle appears in the heading indicating that the list is sorted based on its values.

Note that the Case List grid is initially sorted based on the Case List Criteria settings. When you sort the list by clicking heading(s) this overrides the initial sort order.

In the example above the list of contacts is sorted by their Company field. The triangle points upward indicating that the sort is in ascending order, i.e. with the lowest (alphabetically, in this example) at the top of the list.

Change sort

Click the same heading a second time to sort the list by this column but in the opposite direction. In the example above the triangle would now point downwards.

Each time you click a new heading you sort the list based on this column alone and override any previous sort order.

Multicolumn sorting

The default setting is to sort by one heading at a time. However, if you hold down the Shift key when you click a second column heading, this does not reset the sort order. Instead the list is now sorted by the first column and then by the second column.

In the example below (a small portion of the list is shown), we first sort by Bill To company in ascending order:

After we shift-click the Client heading, the list remains sorted by Bill To company, but within this it is sorted by Client in ascending order.

You can see that within the Allianz cases a client with surname Gmeiner comes before the client with surname Knoll.

You can continue to shift-select columns to add further sorting criteria if required.

Clear sort

If you right-click a column heading and select Clear Sorting the list is no longer sorted by this column. No triangle is visible in its heading.

If you select Clear All Sorting the list is no longer sorted by any column and no triangles are visible in any headings.

Note that, as the screenshot shows, you can also initiate a sort by right-clicking a column heading.