Lab - Working with the grid

Columns and the Case List Criteria

Exercise 3

1. Click the Case List Criteria button .
2. Select the Columns tab.
3. Locate Contact - Bill To in the Available Columns list on the left hand side.
4. Expand the directory tree by clicking the tiny icon at the left of Contact - Bill To (this could be a triangle or another shape).
5. Select Company name.
6. Click >>in the middle of the window. This will move Company name from the left hand side list to the right hand side, hence adding this column header to the grid.
7. To remove a column header, select it in the Selected Columns list and click <<. It will move back into the list of available columns.
8. Click  Save at the bottom of the window.

Notice that there is now a Bill To - Company name column in the Case List.

Adjust column widths

Exercise 4

1. At the Case List place the cursor over any line separating column heading names.
2. A double arrow splitter will appear. Drag the splitter to adjust the width of the columns.
   

Save a simple view

You can save the settings at the grid and Case List criteria as a collection, so that you can quickly change the way you are looking at the list by applying the saved collection. We are going to design a view to show case status.

Exercise 5

1. Click the Case List Criteria button .
2. Click the Save tab.
3. Click New on the right hand side.

This creates a new saved grid view with a generic title.

4. Enter Status report for the name of this view in the Description box at the top.
5. Click Save Now.
6. Click the Columns tab
7. Locate Case Info as in step 3 of exercise 3 above and select Case Status.
8. Click >>.
9. Locate Documentation and select Date of last document.
10. Click >>.
11. Return to the Save tab and click Save Now to save the last changes into the saved view, then click  Save at the bottom of the window.

Now that you have saved the view you can return to it later.

To load a different stored view, select the view's name and click Load. This will apply the saved view to the Case List grid.

Optional task

Create your own list view, save it as above, then practice flicking between the two views.

You will notice that it is much easier to use saved views rather than changing the settings every time you want a different view of the Case List.