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Parties Grid Page

You can review all party records in a grid on the Parties Grid Page based on your user role’s permissions. Access the Parties Grid Page by clicking on the Parties tab on the left sidebar. The main elements on the Parties Grid Page are numbered in the screenshot below and descriptions are provided following the image. 

1) Search button above the grid. 2) filters above the grid. 3) the grid. 4) Add Party button above the grid. 5) checkbox beside a case record in the grid. 6) page numbers and number of records under the grid.

  1. Search button: click to enter text in the search box and the grid will pull all parties that (1) contain the text and (2) you have permissions to access (read Grids for details).
  2. Parties Grid filters: you can filter the Parties Grid to narrow down the parties displayed in the grid. The filters available by default are "Party Type", "Created Date", and "Last Updated Date". 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 party fields.
  3. Parties Grid: each row represents one party record in Case IQ. Click a party row and a Party's page will be loaded (see View, Edit, or Delete a Party). You will only see parties that you have permissions to access on the Parties grid. 
  4. Add Party button: navigates you to the New Party form to add a party (read Add a Party)
  5. Select parties: click the checkbox to select the party row and access additional grid actions (read Grids for details).
  6. 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.