Browser Client Grid Functions

When working with Browser Client Grids, you can:

• View a Grid.
• Filter a Grid.
• Run an Action from a Grid.
• Add/Remove a Grid column.

Good to know:

• Exportable Fields are organized by category; uncategorized Fields are listed at the top, and are likely listed in the menu. Relationships Fields are listed below the Relationship node (example: Incident Links Problem Fields).
• If a column has a filter applied to it, the Filter icon will have a highlighted square around it to indicate that a filter has been applied.
• Grid changes are remembered until the Grid is reset in the CSM Desktop Client or Administrator, the settings are cleared (Tools>Options>General>Restore all Customized Grids to the Admin Defaults, or File>Clear Settings in the Role or User Manager), or a new System Grid definition is automatically pushed out. If a new System Grid definition is pushed out, a Personal Grid definition can be reverted manually but the changes in the new definition will be lost. For detailed information, refer to Grid Persistence.

To view a Grid in the Browser Client:

1. A Grid can be viewed several ways:
   • Search Results: List of records located through a Quick Search or Search Group.
   • Search Results List Widget: List of results on a Dashboard.
   • Form Arrangement: List of related records on a tab.
   • Contact Manager: List of Customer records.
   • CMDB interface: List of Configuration Item records.
   • Table Management interface: List of Lookup values.
   • CSM Item Managers: List of CSM Items (example: List of Dashboards in the Dashboard Manager).

To run an Action from a Grid in the Browser Client or Portal:

1. In a Grid, select a record by selecting the radio button next to the row.
2. In the Actions drop-down, select an Action (example: Print).

To filter a Grid in the Browser Client or Portal:

1. In a Grid, click the Filter in the header of the column to filter.
2. Click in the Filter box to activate the drop-down.

   The drop-down shows filtering options. Options vary according to the type of data in the column (example: Number, Text, etc.).

3. Select a filtering option and then click the Filter button.
4. (Optional) To continue filtering by another column, click the Filter icon over another column, and then select another filtering option.

   The Grid filters the data again and displays the filtered results.

   Tip: To clear the filtering criteria, click the Filter icon on the filtered column, and then click the Clear button in the Filter drop-down.

For more information on filtering Grids, refer to the Grids documentation.