Set up the result list columns
The result list columns are adjustable. You can adjust the width and placement of the columns and select which columns to display in each list. These options are described below. You can also save your adjustments and apply them to other lists. Read more about setting up views in F2.
When configuring F2, it is determined which columns are displayed in a result list by default. Each user can create their own grouping based on whichever columns they select in the result list.
| F2 is configured in cooperation with cBrain. |
| The result list may contain more columns than your screen has room to display. You can view the hidden columns by scrolling horizontally. You can do this either via the result list’s scrollbar or by holding down the Shift key and using the mouse wheel. |
The column header context menu
Right-click on a column name in the result list to open a context menu with customisation options.
| You can also open the context menu by using the keyboard shortcut Shift + F9 when focus is in the result list. |
The context menu is divided into two groups. The "Column" group contains menu items specifically for the column you have right-clicked on. The "List" group contains menu items related to the entire result list. The menu items are described in the table below.
| Icon | Function | Description |
|---|---|---|
|
Remove column |
Remove the column you have right-clicked on. You can add it again at any time using the "Select columns" menu item. |
|
Primary sorting |
Use this column to sort the result list. Choose either:
You can also sort by a column by clicking its header in the result list. Subsequent clicks switches the sorting order between ascending and descending. |
|
Secondary sorting |
Use this column to sort the result list in secondary order. Choose either:
You can also select a column for secondary sorting by clicking its header in the result list while holding the Shift key. |
|
Primary grouping |
Use this column to group the result list. Choose either:
|
|
Secondary grouping |
Use this column to group the result list in secondary order. Choose either:
|
|
Adjust column width |
Adjust the width of the column you right-clicked on. Opens a dialogue in which you can set up the column width. You can also adjust a column’s width by dragging one of its ends with the cursor. If a column is too narrow to display all text, you can hover the cursor over it to view the full text in a tooltip. |
|
Enable/Disable auto-grouping |
Enable or disable auto-grouping for the current list. |
|
Select columns |
Select which columns you want to include in the result list. Opens the "Select columns" dialogue. |
|
Reset sorting and grouping |
Reset your sorting and grouping to the default sorting of the current result list. |
The Columns section contains an overview of the columns and their content.
Place and sort columns
Reorder the columns by dragging and dropping them in their desired location.
| The four leftmost columns in all result lists contain icons providing visual information about the given list element. cBrain recommends never reordering these columns. |
You can sort the result list using the context menu or by clicking a column header. The list will be sorted alphanumerically according to the column’s values (0-9 and a-z or 9-0 and z-a). This means that sorting is not just based on letters but also on any numbers included in titles which are sorted according to their numerical value. This ensures that an item named "10" is not placed between items named "1" and "2".
Click on e.g. the "Case No" column to sort it in ascending order and click again to reverse the order.
You can add a secondary sorting using the context menu or by holding the Shift key and clicking a second column. For instance, you can sort a list by "Responsible" participant (1) first and then "Sorting date" (2). This means that records are sorted by responsibility and then by sorting date, as shown below.
An ascending arrow
or descending arrow
next to a column header indicates whether the column is sorted in ascending or descending order, respectively. If the result list is sorted by more than one column, the sorting columns are labeled with icons indicating primary sorting
and secondary sorting
.
Column grouping
You can group elements in the result list using the context menu. To set up your own grouping, right-click on the columns you wish to group by.
This creates a grouping hierarchy (1) as shown below. You can add a secondary grouping level using the context menu. The grouping columns are labelled with icons indicating primary grouping
and secondary grouping
(2). The grouping hierarchy is preserved even if you hide the grouping columns from the result list.
You can remove a grouping using a grouped column’s context menu. Click on Remove grouping in the "Primary grouping" or "Secondary grouping" submenu. If you want to remove all your sorting and grouping, you can click on Reset sorting and grouping, which restores the result list to its default setting.
| Your personal grouping hierarchy is removed when enabling auto-grouping. If you disable auto-grouping, you must recreate your personal grouping hierarchy. |
Auto-grouping
Using the Auto-grouping function, you can group F2’s result list by a given column. Auto-grouping is available in both the main and case windows. When auto-grouping is enabled, click on a column header to group the result list by that column. In the example below, the result list is auto-grouped by the "Responsible" column.
Each group header displays the number of items it contains as well as the number of unread items.
Toggle auto-grouping using the column context menu or by clicking on the menu item found on the "Settings" tab. See the figure below.
If its menu item is dark grey, Auto grouping is enabled. The auto-grouping icon is also displayed on the header of the column used for grouping.
If its menu item isn’t highlighted, Auto grouping is disabled.
| You can set a future date as the letter date on a record. This may be useful if a case manager has written a letter before it has to be sent. In the result list, the "Future" group lets you keep track of records with a future letter date. The "Future" group appears as the top group in the result list when results are sorted by letter date. |
| Each list has a default sorting column. When auto-grouping is enabled, if you sort a list by a column other than its default column, the default column is used for secondary sorting in each group. You cannot remove the list’s default column for secondary sorting when auto-grouping is enabled. However, you can replace it by selecting another column for secondary sorting. |
Select columns for the result list
You can select which columns to display in a given result list. Right-click on any column, and then click on Select columns in the context menu. The "Select columns" dialogue opens. The number of columns available varies depending on your installation’s modules.
| The result list view - whether it is showing records, cases, documents, or requests - determines which columns can be selected. |
The figure below shows a section of the column selector. You can read about all columns and their contents here.
You can search for a column header by using the search field. By default, all column headers are shown in the dialogue. Tick the box Show only selected columns to display only the columns currently selected for the result list.
Click on the Deselect all button (1) to deselect all selected columns at once. Tick the checkbox by a column group header (2) to select all columns in the group. Remove the tick from the header to deselect all columns in the group. Select or deselect a column by ticking or unticking the box next to the column header (3). The selection only applies to the current list. Save or cancel your changes with the Save and Cancel buttons at the bottom of the dialogue (4).
| If all columns are removed by mistake, right-click on the blank column bar to access the "Select columns" dialogue. |