Organize Your Inbox

Set how you want tabular information to display.

Control How Tabular Information Displays

Use these tips to control how tabular information displays in all your lists such as Project Categories except Task lists, Request lists, and Save searches. Control information as follows:

• Click the sort arrowsin a column header to sort the records in that page by that sort preference. Columns that display alphanumeric data sort in alphanumeric orderor inversely. Columns that display dates/times sort in chronological orderor inversely. When the sort arrow points down, sort order is in descending order. When the sort arrow points up, sort order is in ascending order.
• Click the Nextor Previouspagination buttons to view the next or previous page of records, respectively. If the first page is displayed, the Previouspagination button is disabled. If the last page is displayed, the Nextpagination button is disabled.
• Click the Firstor Lastpagination buttons to view the first or last page of all records, respectively. If the first page is displayed, the Firstpagination button is disabled. If the last page is displayed, the Lastpagination button is disabled.
• Click the drop-down to the right of the pagination buttons to adjust how many records display on each page. Select to display 10, 25 or 50 rows per page. Ten records per page displays by default.

If there are fewer than 10 records to display in the table, pagination functions do not display.

Filter Information

Filter your information with different criteria in Task lists, Request lists, and Save searches. Filter information as follows:

Follow the next steps to filter information:

1. View one of the following:

   • Task lists

   • Request lists

   • Save searches

2. In a list column header, click the three dots. A window displays filter criteria.

   

   Filter Criteria
3. Apply one or more filter criteria as follows:

   • Click sort ascending to sort data in alphanumeric order or sort in chronological order if the data is dates/times.

   • Click sort descending to sort data in alphanumeric descending order or sort in inverse chronological order if the data is dates/times.

   • The Filter the column section displays by default. Click + to add a filter column. Configure the column filter as follows:

     1. From the Operator setting, select one of the following according to the data type:

        • If the column data type is a number or a date, it displays the following operators: =, <, <=, >, >=, between, in, contains, regex.

        • If the column data type is a string, it displays the following operators: =, in, contains, regex.

        • If the column is a task status, it displays the following operators: =, in.

     2. In the Type value setting, enter the information accordingly.

     3. If there is more than one filter row, from the Select an operator setting, select And or Or to filter a subsequent filter.

4. Click Apply to apply filter criteria. The list filters data as configured.

5. Otherwise, click Cancel to cancel the filter criteria and close the window.

6. If want to clean previous filters, click Clear to remove all previous filters.

Filter information does not support the Task columns.

What is Regex?

Regular expressions, or regex, are patterns composed of characters and symbols used to find specific sequences in text. For an introduction to regex syntax, check out this primer. To practice and refine your regex skills, RegExr is an excellent tool, offering interactive examples and a platform for testing your patterns.

Example 1

Filter cases that have a number in their process name. Do the following:

1. In a list, go to the PROCESS column.

2. In the Operator setting, select regex.

3. In the Type value setting, enter the regex pattern \d.

The list is displayed as follows.

Example 2

Filter cases that start with 12 in its case number. Do the following:

1. In a list, go to the CASE # column.

2. In the Operator setting, select regex.

3. In the Type value setting, enter the regex pattern (12)+.

The list is displayed as follows.