Records added in Case IQ are collected in “grids”, or tables, on each record page, so you can review all records of a specific type. The Cases Grid will be used as an example in this article to show you how to use grids. See more on specific grids in the following articles: Cases, Profiles, To-Dos, Notes, Forms, Files, Emails, and Parties. 

Grids are configurable in Case IQ, so you can customize the view and information displayed. You can reorder, sort, add, and remove columns, filter data, export, and search for keywords in every grid in the application. If you make changes to a grid layout, the grid will be displayed with your configuration the next time you access the page.

Sort a Column

You can sort a grid’s columns either in ascending or descending order. In ascending order, the column data will be displayed in alphabetical order (A to Z) or by increasing numerical values, depending on the type of data in the cells. Setting the column to descending order, will sort the data in reverse-alphabetical order (Z to A) or decreasing numeral values. Some columns are not sortable in the system and will not display the sorting arrows.

To sort the data in a grid column: 

1. Move your cursor to the column header of the column you would like to sort.
2. Click the column header. 
3. When the column header arrow is pointing up, the column is sorted in ascending order. It is in descending order when the arrow points down.

Filter Grid Data

Data filters are available for every grid in Case IQ to limit the number of records displayed in the grid based on criteria you select. Filters are especially useful when viewing a grid with a significant number of records, such as the Cases grid. 

To filter a grid, click one of the dropdown menus above the grid and select a menu option. You can add more filters to a grid by clicking the Filter Menu button (), selecting the fields by which you want to narrow down the grid data, then clicking Done. The filter menu will include all fields of the corresponding record type for the grid. You can select up to 20 filters to show at once on the grid. Remove filters by hovering over the filter name and clicking the “x”.

Reorder a Column

You can reorder the columns in the grid by clicking, holding, and dragging them to another position. To change the column order in any grid:

1. Place the mouse cursor over the column you want to move.
2. Click and hold the column header with the left mouse button.
3. While holding the left mouse button, move the column where you would like to position it.
4. Drop the column by letting go of the left mouse button when it is in the desired position.

Add or Remove a Column

Adding and removing columns from your view can help broaden or narrow the scope of information in the grid. If you remove a column, you can always add it back to your view using the steps below. The changes that you make to grid columns and their arrangement will only be visible to you and will not impact the columns that other users see. Only the default configuration of grids is shared by all users of the application, which is set up by your System Administrator.

1. Click the “+” button at the top right of the grid.
2. A menu of fields for the record type will be displayed under the button. Check the box beside any field you want to add to your grid view. To remove columns, uncheck the box beside the respective record field. 
   • Some record types have numerous fields in the grid menu, so you can use the search box in this menu to filter the fields. Your selections will be remembered if you check and uncheck boxes while filtering for fields.
3. Click the Done button when you have completed adding and removing columns. Click Cancel to exit out of the menu. 

Search in a Grid

You can search for keywords or phrases in grid data in any record’s grid. Similar to quick searches (see Searching in Case IQ), the results will be limited to the record type of the grid and the filters set for the grid. Case IQ will search for the text you input into the “Search content…” box in all record fields, including columns that are not currently displayed on the grid. As with the quick search, you need to type the full word or phrase in the “Search content…” box. In the example below, the search results show all cases including the text “Derek” with an “Open” status. The search pulled cases where “Derek” is the case owner or the case creator. 

Export a Grid

To download the grid data, you can export it to a .xlsx or .csv file. Use the following steps to download a grid file:

1. Click the Options button () in the grid.
2. In the Options menu, select the "Export" option.
3. The Export window will pop up, containing dropdown menus to select the data to export.
   1. Use the first dropdown to select the rows to include in your .xlsx or .csv file. Choose from the following options:
      1. All: every row on the grid. The grid in the example below has a total of 12 case records.
      2. Current filter: the rows for which you filtered in the grid using the data filters. For example, you can set the “Status” filter on the Cases grid to “Open” to export all open cases.
      3. Current page: all records displayed on the grid page. In the example below, there are 12 records in the grid, but only 10 are displayed on the page at a time.
      4. Selected: the rows that you select using the checkboxes in the left column. Of the 12 records in the grid, 3 rows were checked before clicking the Export option.
   2. Use the second dropdown to choose what columns to export:
      1. Current columns: the columns displayed on your grid view in the application. Choose this option to export only the data you are currently seeing on the grid.
      2. All Columns: export all of the data for the records you have selected, including all columns that are not currently visible on your grid view in the application. 
4.  Choose whether to format the data in the exported file. 
   1. If you check the “Formatted?” checkbox, any user fields will display their full name and date fields will be in the following time format: “YYYY-MM-DD 00:00 AM/PM”. 
   2. If you choose not to format the file, any user fields will display the raw full name (i.e. alphanumeric user ID) and the unformatted date and time values.
5. Click the Export button to generate the .xlsx or .csv file.
6. Your browser will download the file, which you can now open from your device. 

When a user exports a grid, a “Grid Export” record is created in the system’s “integration log”. System Administrators and Super Users can review all records in the Integration Log to monitor successful and failed integrations (see Integration Log).

Configure a Grid's Defaults

If you have the appropriate permissions, you can save your current configuration of a grid's filters and columns as the default for all users of the application. Other users will still be able to add and remove grid filters and columns for their view but the default configuration will be available before they make any adjustments and they can revert their grid view to the default in the Options menu.

1. Click the Options button ()  the grid.
2. In the Options menu, select the "Configure Defaults" option.
3. Add and remove filters and columns to set up how you want the default grid to appear for your users.
4. When you are finished editing filters and columns, click the Save as default button.