Manage Multi-Field Sort Indexes

Create Multi-Field Sort Indexes

Indexes can be created to provide pre-defined multi-field sorting of the case table in Review. Defining such indexes allows case table data to be organized by primary, secondary, and additional subordinate groupings of data. For example, it may be useful for users to have all records grouped by the Author field and each group sorted by date as shown in this example.

To create an index for multi-field sorting:

  1. On the Dashboard, click the Case Management module.

  2. In the navigation panel, click the Cases tab.

  3. Locate the case you would like to edit. Double-click on the case to open the Edit Case wizard.

  4. Click the Indexes tab.

  5. On the Indexes tab, click the Add Index button in the toolbar. The Add Index wizard displays. Complete the wizard by proceeding through the following steps.

  6. Fields: For the first step in the wizard:

    1. Provide a name for the Index field.
    2. Select the checkbox for each field to be sorted. Alternatively, select all fields by clicking the Select All checkbox.

      Tip: Use the navigation arrows at the bottom of the Fields table to navigate between pages.

    3. Click Next to move to the next step in the wizard.

  7. Set Field Order: On the second step in the wizard, arrange the fields in the order you would like them sorted. The topmost field is sorted first, the next field is sorted second, and so on. To change the sorting precedence:

    1. Click a field name and click the Move Up or Move Down button to move the field to the needed location.

    2. Repeat this step to move other fields, until fields are in the needed order.

    3. Click Next to move to the next step in the wizard.
  8. Set Field Sort Order: By default, data is sorted in ascending order (smallest or lowest value first). Alternatively, it can be sorted in descending order (largest or highest value first). To change the sort order for one or more fields:

    1. Click a field name in the list and click either the Ascending or Descending option in the toolbar depending on your preference. A green check mark displays in the Fields table under the Ascending or Descending column based on your selection.

    2. Repeat this step for other fields to change the sort order.

  9. When finished, click Save.

  10. In the Indexes tab, click Rebuild Indexes. In the confirmation dialog box that appears, click Yes to reindex the case.

  11. Inform users of the name and organization of this sort index. Users are able to select it when working in the case table (Case View or related tab) in Review. Users may need to refresh or re-open the case to see a new index.

Modify or Delete Multi-Field Sort Indexes

To revise or delete an existing index:

  1. On the Dashboard, click the Case Management module.

  2. In the navigation panel, click the Cases tab.

  3. Locate the case you would like to edit. Double-click on the case to open the Edit Case wizard.

  4. Click the Indexes tab.

  5. To revise an index:

    1. Select the index you would like to modify from the list. Once selected, click the Edit Index option in the toolbar.

    2. Make needed changes (name, fields, field order, sort order) in the Edit Index wizard. Refer to Create Multi-Field Sort Indexes for details on index options.
    3. When finished, click Save.

      Note: The Save button appears on the Set Field Sort Order tab. If not already on that tab, click Next in the wizard to reach it, then click Save.

    4. In the Indexes tab, click Rebuild Indexes. In the confirmation dialog box that appears, click Yes to reindex the case.

  6. To delete an index:

    1. Select the index you would like to delete from the list. Once selected, click the Remove Index option in the toolbar.

    2. Click Yes in response to the confirmation message. The index is deleted.

  7. Notify users of the changes that have been made.

 

Related Topics

Overview: Edit Cases