Understanding the grid

There are a number of functions common to almost all grids, wherever they occur in the system.

A good understanding of their many, powerful functions helps you to work quickly and to dynamically organise the grid's information according to your needs.

These grid functions include:

1. Add: create a new member of the list
2. Duplicate this member of the list
3. Delete this member of the list
4. Save changes to this member of the list
5. Print the list
6. Export the list to Excel: automatically opens an Excel document containing the information in the grid cells.

This enables you to use Excel’s Macros and to create ad hoc reports on your information.

7. Refresh the list with the latest information
8. Filter the list
9. Group the list
10. Show footer totals

On some grids you will also see an Undo icon.

Most of these options are fairly self-explanatory and are best seen in context.

The quick filter allows simple filtering based on the values in the grid columns.

1. Start the filter by clicking the icon .
2. This inserts a blank text field above each column.

When you type in this field, the grid will only display those entries where the value in the column starts with the exact letter combination that you entered.

3. The filter can be removed by clicking the x on the bottom the grid.

This feature allows you to collect the Case List into groups based on column values.

1. Click the Group by Box button
2. This displays a row above the grid. Organise the grid according to a particular column's values by dragging that column into this row.
3. The list is collected into collections with the same value for this column heading.

The screenshot below is collected by category.

At most grids in the system, a column chooser button is displayed in the top bar. It opens a column chooser window.

You add and delete columns from the list by dragging column headings between the grid and the column chooser area. This is a quick and efficient way to select the columns you want to see.

At the Case List, this function is located by right-clicking a column heading.

The Show Footer (Totals) button toggles the display of totals at the bottom of the columns. These display a total that depends on the type of information in the column, e.g. total number of cases, total costs, etc.

The Case List Criteria applies only to the Case List grid.

After you click the icon, a window displays with four tabs:

1. The Filter tab provides filtering options based on case values which may not be displayed in the grid, such as employee assignments.

The filters specified here are the 'master' set of filters. You can filter within their results using the grid filter described above.

2. The Columns tab specifies which case fields feature as columns in the grid. It is shown below. The fields available are nested in a tree structure in order to provide access to all case information. This makes the grid completely customisable.

The columns specified here are the 'master' set of columns. You can remove columns from this set using the grid column chooser described above.

3. The Save tab enables you to save particular views of the Case List (columns and filters), so that you can come back later and apply them without having to reselect everything again.
4. The Options tab provides options for certain column entries.

The video demonstrates standard grid functions that apply to most grids in Case Manager.

It also shows the extra Grid functions at the 'master' grid, i.e. the Case List, using the Case List Criteria.