Many pages in InterAction+ use a grid to display records. You can use the grid to review information, sort and filter results, and customize the columns shown in the list. Some grids also support grouping.
Many pages in InterAction+ use a grid to display records. You can use the grid to:
- Review records associated with the selected page or item
- Sort and filter results to focus on specific records
- Customize and rearrange columns for easier analysis
- Group records by available fields, when supported
The options available in a grid may vary by page. Available filters, columns, sorting options, and grouping features may vary by grid. Some pages support only filtering and sorting, while others also allow column customization and grouping.
Filter records
You can filter records directly in the grid to focus on the results you need.
To filter records:
- Select the Filter
icon in a column header.
Some grids may display a filter row below the column headers instead. - Enter or select the filter criteria for the field.
- Apply the filter, if prompted.
- Repeat these steps on other columns to add more filters.
Filter options vary by field type. For example:
- Text fields may support options such as contains, starts with, or equals.
- Date fields may provide a date picker or date-based conditions.
- Numeric fields may support options such as greater than, less than, or equals.
You can apply multiple filters at the same time. Filters stack to narrow the results further.
Sort and Customize columns
You can choose which columns appear in the grid and change how they are arranged.
Sort columns:
All columns can be sorted in ascending or descending order. Contact lists can be sorted in additional ways.
- Click on the column header once to sort the column in ascending order or click on it twice to sort the column in descending order.
- Click on the Contact Visibility state type icon
to sort the column by Contact State.
- Click on the Flag icon
to sort the columns by Flags on the Contacts and Contact Type page in ascending order to click on it twice to sort the column in descending order.
- Click on the Firm icon
to sort by firm vs non-firm contact.
To customize columns:
- Open the Columns menu, column chooser, or grid settings option.
- Select the fields you want to display.
- Apply your changes, if prompted.
- Drag column headers to reorder them.
- Resize columns as needed.
Depending on the grid, your column selections may be saved automatically or kept only for your current session.
Group records
Some grids allow you to group records by a selected field.
To group records:
- Drag a column header to the grouping area above the grid.
- Drop the column there to group the records by that field.
- Repeat as needed to add additional group levels.
Grouping options depend on the page and the fields available in that grid.