Configure Grid Search Fields

This option allows you to select which fields are available to filter your search from in each panel. By default, all fields are available.

1. Open a case and select a panel by selecting the corresponding tab at the top of the summary page.
2. Click More Options.

Configure Grid Search Fields, CSV Import, and Export Data icons appear in the upper-right. These options allow you to configure the search fields, import data from a CSV file, and export the existing data. CSV Import and Export Data are administrative functions. See Import a CSV File and Export Data in PLL Admin for 15.8 Guide for more information.

3. Click Configure Grid Search Fields.

A new window opens.

4. Use Shift + click or Ctrl + click to select items to move and click the right arrow to move them from Available Fields to the Selected Fields list. The left arrow moves selected items back to the Available Fields side.
5. Use the up and down arrows to move the fields in the order you want them to appear.
6. Click Submit and refresh the screen.

The first drop-down list after More Options shows the fields you added to the Selected Fields list. If there are no fields in Selected Fields, all available fields are included in the drop-down list.

Before Configuring Search Fields	After Configuring Search Fields