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Tip
titleGrid View Search Field

A search field to the right of the grid command buttons allows Users to search records by keyword. If a record is selected within the grid view, the corresponding Details panel is displayed and the search field is hidden. To restore the search field, either clear the record selection or collapse the Details panel by clicking the arrow icon in the top right corner of the Details panel.

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displayNameViewing Pane Annotated
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Info
titleSummary Chart View

Some standard views, such as the Issue Monitor shown below, display interactive Summary Charts above the grid view. These charts summarize the information (i.e., records) displayed in the grid view. In some cases, Users can filter the items by clicking on a particular area of the chart.

Note: Since these charts summarize the records displayed in the grid view, which are selected based on the criteria specified in the Filters panel, changing the filter selections will change the Summary Charts, as well.

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nameIssue Monitor Summary Charts
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Key Icons

Update

The Update feature is another key icon. Update is different from Edit as it shows fewer details (e.g., Custom Fields, Effective Time, Comments, File) available for change.

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nameUpdate
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Edit

Another key icon is the Edit feature. Edit allows the User to make changes to the object's scope/details.


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Object Count

The Object Count assists with loading data within a view. The Object Count icon is the single cog located in the right corner of the grid commands, at the top of the grid view.  

Clicking the cog icon allows the User to adjust the number of records displayed in the grid view. The User can slide the dial to increase or decrease the records displayed.

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Object CountnameObject Count
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Edit

Another key icon is the Edit feature. Edit allows the User to make changes to the object's scope/details.

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displayNameUpdate Button
nameUpdate Buttons
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Update

The Update feature is another key icon. Update is different from Edit as it shows fewer details (e.g., Custom Fields, Effective Time, Comments, File) available for change.

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displayNameUpdate Button
nameUpdate Button
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Drill-Down Navigation History

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