Case records

You can see a case’s records in the result list in the case window. Use the the field above the result list to filter it. Right-click a record to open a context menu similar to the one in the main window. The case window also offers a preview of the case’s records and their attached documents.

Set up the result list

You can change the layout of the result list and choose which columns you want to include.

Add or remove columns by right-clicking a column title and selecting the Columns menu item. The "Select columns" window opens. From here you can add columns to the list. You can search for columns you wish to add using the window’s search field.

Figure 1. Use the “Columns” menu item to change the layout

Changes to the column layout in the case window will be applied to all your cases.

Filter the result list

You can filter the result list by typing text in the field above it. Filtering is useful for cases with many records.

Enter a word or text string to filter by. F2 automatically starts filtering the list when you type something in the field.

Figure 2. Filtered result list

The context menu for records in the case window

The context menu for records in the case window is identical to the one in the main window. This makes it possible to carry out various tasks on a single record or as a mass operation. For example, the case attachment of one or more records can be changed using Add record to case or completely removed with Remove record from case.

Figure 3. The context menu for a record in the case window

The options in the context menu depend on the available add-on modules.

Preview of case records and documents

A preview (1) of the records and documents of a case can be displayed in the case window.

Figure 4. Preview in the case window

Choose where to display the case record preview via the case window ribbon (2). Click the drop-down menu next to Preview. Here you can choose between Right alignment, Bottom alignment, or Hidden.