Browser Client Grid Functions

When working with CSM Browser Client Grids, you can perform several actions, including viewing and filtering a Grid, running an Action from a Grid, and adding or removing columns from a Grid.

When working with Browser Client Grids, you can:

• View a Grid
• Filter a Grid
• Group a Grid
• Run an Action from a Grid
• Add/Remove a Grid column

Good to know:

• Exportable Fields are organized by category; uncategorized Fields are listed at the top, and are likely listed in the menu. Relationships Fields are listed below the Relationship node (example: Incident Links Problem Fields).
• Grids are limited to 100,000 rows of data in the Browser Client.
• If a column has a filter applied to it, the Filter icon displays a highlighted square around it to indicate that a filter has been applied.
• Grid changes are remembered until the Grid is reset in the CSM Desktop Client or CSM Administrator, the settings are cleared (Tools > Options > General > Restore all Customized Grids to the Admin Defaults, or File > Clear Settings in the Role or User Manager, or a new System Grid definition is automatically pushed out. If a new System Grid definition is pushed out, a Personal Grid definition can be reverted manually, but the changes in the new definition are lost.

To view a Grid:

1. A Grid can be viewed several ways:
   • Search Results: List of records located through a Quick Search or Saved Search.
   • Search Results List Widget: List of results on a Dashboard.
   • Form Arrangement: List of related records on a tab.
   • Contact Manager: List of Customer records.
   • CMDB interface: List of Configuration Item records.
   • Table Management interface: List of Lookup values.
   • CSM Item Managers: List of CSM Items (example: List of Dashboards in the Dashboard Manager).

1. In a Grid, select a record by selecting the radio button or check box next to the row.
2. In the Actions list, select an Action (example: Print).
3. In the Actions menu, select an Action (example: Print).

To filter a Grid in the Browser Client or Customer Portal:

1. In a Grid, select the Filter icon in the header of the column to filter.
2. Select the Filter box to open the menu.

   The menu shows filtering options. Options vary according to the type of data in the column (example: Number, Text, etc.).

3. Select a filtering option.
4. Select Filter.
5. To continue filtering by another column, select the Filter icon over another column, and select another filtering option.

   The Grid filters the data again and displays the filtered results.

   To clear the filtering criteria, select the Filter icon on the filtered column, and then select Clear in the Filter menu.