Configure Your Case View

The Cases screen is where you can get a quick look at your cases, such as status or schedule updates, and click into each one to work on them. You can customize the Cases screen by adding and removing columns, moving them around, or applying filters and sorting.

• Switch to Full Screen
• Add and Remove Columns
• Filter by Date Range
• Sort and Filter by Individual Columns

Switch to Full Screen

To expand your view of the table, click the Toggle Fullscreen button to the far left of the table menu. The table will expand to take up the full size of your browser window.

After entering fullscreen, you can return to the normal view by clicking the Toggle Fullscreen button again.

Add and Remove Columns

The gear icon allows you to add and remove columns to the All Cases and My Cases tables, so you can customize it to see the information you need. Your settings will save when you return to the page. 

To add columns:

Click the gear icon, and select the checkbox next to each column you want to see on the table.

Once selected, you can reorder them by clicking the hamburger icon for a column and then dragging and dropping in location you want. The order that displays from top to bottom will display as left to right in the table.

When you finish, click SAVE CHANGES.

To remove columns:

Click the gear icon, and unselect the checkbox next to each column you want to remove from the table. 

When you finish, click SAVE CHANGES.

Filter by Date Range

You can customize the Cases screen by date to see cases from 2 days ago, this week, this month, or between a specific date range. For example, a rolling 7 days, a rolling 30 days, etc. 

To filter by date range:

1. Click the link indicating a date range to the left of the gear icon in the Cases toolbar.
2. Select an option and enter any necessary options.
3. Click Save Changes.
4. To select calendar dates, click the calendar icons.

Sort and Filter by Individual Columns

You can also customize the Cases screen by sorting and filtering individual columns.

To sort your list by a column: click the column heading. If it appears as a link, it's sortable.

Selecting the Date column, for example, allows you to see the newest cases at the top of the list. Selecting Date again reverses the sort order so you see the oldest cases at the top.

To filter your list by a column: 

1. Click the funnel icon next to the column heading.
2. Select the values you want to keep.
3. Click Save Changes.

When you apply a filter, the filter icon for that column becomes yellow.