Configure criteria

You can set Case List Criteria by selecting Configure case lists.

The Case List Criteria window pops up and contains sections for the filter settings, column settings and working with the saved views.

Setting filters and columns

Click the tabs to specify the filters, the columns to be displayed and the role that columns play in the row sort order.

Whenever you click Save, the Case List is refreshed to match the new settings and they are saved in the current Saved view. If you did not create the current saved view, you need a specific permission in order to update it.

In the Filter tab you specify the master list of cases to appear in the Case List.

You can filter by a number of criteria including employee (assigned consultant), category, office, case status, team, condition, case number, bill payer (e.g. insurer) and closed, archived or erased cases. You can select as many of these filters as you require.

Select Save to complete the process and apply the filter(s) to the Case List.

Notes

  • This filter provides the master filter. At the Case List you can also select standard grid filters (see Filter grids) but they filter the results of this Case List Criteria filter (rather than overriding this filter).
  • At the bottom of the screen you can include/exclude closed, archived and/or erased cases.

    • Note that if you include closed cases you can choose their text colour at the System settings.

  • When you do not want to filter by a certain field, for example Status, the best option is to leave it as is and not enter anything.

    • If you chose Select All all the current options displayed would be ticked. However, if you later added a new value, for example a new type of case status, you would have to remember to come back here and select it here too.

In the Columns tab you specify which case fields appear as columns in the Case List and how rows are sorted.

There is a hierarchical structure for the information available for column headings. If you select a triangle you can open a collection of related fields and locate the fields you require.

  1. In the screenshot below the Assigned to collection is open.
  2. Select fields from the column description list and add them to Selected columns by clicking the right pointing triangle.
  3. You can use the Move Up and Move Down buttons to set a column's order in the list.
  4. You can also sort the rows in order based on the values in certain columns. In Sort Order you specify which field(s) the list is sorted by and their relative priorities. In Sort Type you can specify the kind of sort: ascending, descending, etc.

Click Save to complete the process and apply the column selection to the Case List.

  • Some of the fields that you can select here are calculated fields, i.e. they do not exist in the database but are calculated by the system when the database is queried and the list is refreshed. An example is Date of last document, which is re-calculated every time the database is queried.
  • If you choose to show more than three or four columns, the columns will resize automatically to fit the width. You can use the vertical slider to expand an individual column or make the Case List grid larger.

Sorting

There are actually two levels of sorting applied to the Case List.

When you have specified a sort order in the Case List Criteria, the list of cases is retrieved from the database and sorted in that manner. However, you can change the sort order at the grid using standard grid sort techniques without re-running the query of the database. This allows you to re-order the list very quickly at any time and this does override anything the Case List Criteria specifies.

Clicking the refresh toolbar icon at any time will re-query the database and re-apply the sort order that was defined here.