Browser Client Grids

Grids in the CSM Browser Client and CSM Portal look very similar to CSM Desktop Client Grids, except that Export, Run Action, and Add/Remove Grid column options are available on a Grid toolbar rather than from a context menu or menu bar. Grid grouping is not currently available.

View a Grid using one of the following features:

Search Results: List of records located through a Quick Search or Search Group.
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).
Creating/editing a Business Object Grid (in CSM Administrator).

Browser Client Grid Tour

Grid menu bar: Displays actions available for the Grid, including navigation, Actions, export, number of items selected, and available columns.
Title: Displays the title of the Grid. This might or might not match the name of the Business Object that the Grid represents. Also, a Business Object might have multiple Grids, so each might have its own name.
Sort icon: Arrow indicates the column currently sorting the Grid and if it is in ascending or descending order. Select the icon to toggle sorting. By default, the Browser Client sorts Grids using single-column sorting. To sort the Grid using multiple columns, click the Multi-column sort button in the Grid menu bar. If you need to resize a column, use the sizing handles to drag the column to the width you want.
Filter icon: Indicates the column data can be filtered. Select the icon to show filtering options (possible filter values appear in the column's Filter list).
Grid item: Each item within a Grid contains its own line of information. Clicking the item opens the record in the main pane.
Selection check boxes: Check boxes allow you to select mulitple items for exporting records or running One-Step Actions.

There are several actions available when working with Grids in the Browser Client:

The Actions menu is disabled when more than one item is selected in a Search Results Grid.


Grid Capability	Description
Export	Export a Grid to use CSM data in other applications for reporting or display purposes. For example, export a list of Customers to a .csv file so you can use a spreadsheet tool to manage a mass mail communication. You can export to CSV (.csv) and Excel (.xlsx) formats.
Run an Action	Run a defined Business Object context menu Action directly from a Business Object Grid (record Grid) to quickly initiate common operations. Context Menu Actions are defined as part of a Business Object's definition.
Sort	Sort a Grid in alphabetical or numerical order, in ascending (1-10 or A-Z) or descending order (10-1 or Z-A). Grids in the Browser Client can also be sorted using single-column sorting (the default setting for Browser Client Grids) or multi-column sorting, allowing Users to sort the Grid using multiple columns at a time.
Filter	Filter a Grid by a column value so that the Grid shows only the data you want (example: Show only New Incidents). To show even more specific data, multi-filter a Grid, either by using multiple values in a single column (example: Show Incidents with a status of Assigned, In Progress, or Pending) or by using multiple column values (example: Filter by owner, and then by status).
Size	Size a Grid column to a specific width to see as much or as little data as you want.
Move/reorder	Rearrange a Grid by moving (reordering) a Grid column to a different location in a Grid.
Add/remove columns	Business Object Grids are created and managed by a system administrator in CSM Administrator; however, you can add and remove columns (Fields) from your instance of the Grid to display only Fields that are important to you (example: Add the Owned By field to the Incident grid to view record owners). If configured, you can also add Fields from other Business Object.