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 Administration module.

  2. Click the Case Management drop down and then click Case Management.

    The Case Management area displays.

  3. Select a Client and Case.

  4. Click the Indexes tab. (If it is not visible, click on the right side of the workspace tabs.)

  5. Click New Index.

  6. Fields to sort: For each field to be sorted, click the option box, , in the Available Fields list.

  7. Sort order: By default, data will be 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 (not its option box) in the Index Fields list and click Sort. The field order will change from its current sort order (Ascending to Descending or vice versa).

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

  8. Field-sorting precedence: In the Index Fields list, the topmost field will be sorted first, the next field will be sorted second, and so on. To change the sorting precedence:

    1. Click a field name (not its option box) and click the Up or Down to move the field to the needed location.

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

  9. When finished, click Apply.

  10. In the Indexes tab, click Rebuild Indexes.

  11. Inform users of the name and organization of this sort index. They will be 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 Multi-Field Sort Indexes

To revise or delete an existing index:

  1. On the Dashboard, click the Administration module.

  2. Click the Case Management drop down and then click Case Management.

    The Case Management area displays.

  3. Select a Client and Case.

  4. Click the Indexes tab. (If it is not visible, click on the right side of the workspace tabs.)

  5. To revise an index:

    1. Click the corresponding button. Make needed changes (name, fields, sort order, sorting precedence) in the Multi-Field Sort Index dialog box. Refer to Create Multi-Field Sort Indexes for details on index options.

    2. When finished, click Apply.

    3. In the Indexes tab, click Rebuild Indexes.

  6. To delete an index, click its , then click Yes in response to the confirmation message.

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

 

Related Topics

Overview: Edit Cases