Case List Criteria


Case List Criteria settings allow you to filter, display, sort and order the cases in the Case List. These settings are collected and saved as views. There is always one saved view in operation at any time. Changing views enables you to quickly display the Case List according to different criteria.

Click image to see this feature in action. Click again to close.

You could think of the Case List Criteria as a 'one stop shop' where you design multiple, sophisticated grid functions and save them for future use.

You set criteria to:

  • create filters that specify which of the cases that you are permitted to see are actually displayed
  • which of their fields, including calculated fields, are used as columns in the list
  • which column(s) determine the sort order for rows

For example you might set criteria to display only the open cases with GIO as the bill payer, sorted by the amount of the case's unbilled costs. You can save this set of criteria as a saved view.

This system makes creating sophisticated reports quick and easy because you can print the list or export it to Excel, see Export grid to Excel. Once in Excel you can take advantage of its features to further analyse and visualise the information.

Access Case List Criteria

  1. The saved view that is currently in action is displayed at the Case List.
  2. You can change the current view by selecting another view from the dropdown list.
  3. You can edit the saved views and create new ones by selecting Configure case lists.

Relationship with grid functions

This process complements ordinary grid functions because the grid functions such as sorting and filtering are applied at the Case List to the results of the original criteria-led database query.


Video demonstration of Case List Criteria. Note that this is the Windows version of Case Manager where things operate a little differently, however the concepts are exactly the same