Cases Grid Page
On the Cases Grid page, you can review case records in a grid and manage individual or groups of cases based on your user role’s permissions. Access the Cases Grid page by clicking the Cases tab on the left sidebar. The main elements on the Cases Grid page are numbered in the screenshot below and descriptions are provided following the image.
- Search button: click to enter text in the search box and the grid will pull all cases that (1) contain the text and (2) you have permissions to access (read Grids for details).
- Cases Grid filters: you can filter the Cases Grid to narrow down the cases displayed in the grid. The filters available by default are "Case Status", "List", and "Team". If you have created a list of cases or bookmarked cases in Case IQ, you can use the “List” filter to only show cases on your list or bookmarks. You can add more filters 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 includes all case fields.
- Cases grid: each row represents one case record in Case IQ. Click a case row and the Case's page will be loaded (see A Case's Page). You will only see cases that you have permissions to access on the Cases Grid.
- Add Case button: navigates you to the New Case form to add a case (see Add a Case In-Application).
- Bookmark cases: bookmark cases by clicking the star icon. An orange star denotes a bookmarked case. After bookmarking cases, you can filter for your bookmarked cases using the “List” filter on the Cases grid.
- Select cases: click the checkbox to select the case row and see additional options, described below. You can select multiple cases simultaneously.
- Add to Lists: add all selected cases to an existing list or create a new list to directly add the cases.
- Re-assign: reassign all cases you selected to another case owner. See Assign a Case for details.
- Export: use the “Export” option on the Cases grid if you only want to export a select number of case rows to a .csv file (read Grids).
- Grid pages: navigate through the grid results using the page links below the grid. The number of records based on your filters and search criteria is shown at the right bottom corner of the page.