Configure list selectors
Each customized tab in the detail pages is based on a search or filter which populates the customized tab with the results of the search. You can use the standard values of the searches or you can define your own search criteria in order to display search results more relevant for your requirements.
The search criteria consist of a number of search fields (Simple and Advanced) displayed in a list selector. You can adjust these search fields, adding new ones, removing search fields you do not need as well as re-arranging the fields in the list selector itself to better fit your work process.
If you customize the list selector, the changes are saved in your configuration and can either be distributed to others (if you have sufficient rights to do so) or applied to your own configuration only.
You can configure list selectors used in the Case, Document and Contact detail pages for the following detail pages:
- Parties
- Case references
- Document references
- Child cases
- Parent cases
The following search fields can be added to list selectors:
| Cases | Documents | Contacts |
|---|---|---|
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Rearranging the displayed search fields in the list selector
The left pane of the Add...references form in customization mode is displayed with a grid overlay which helps placement and re-ordering of search fields. The grid also functions as a guide when evaluating the size and space requirements of search fields.
The Add...references form in customization mode automatically orders the placement of search fields in the left pane and some adjustment may be necessary to customize the placement of search fields for your requirements.
You can add Empty control search fields from the Available fields pane as placeholders in order to force the automatic re-ordering of the displayed search fields.
The horizontal dividing line in the left pane splits the list selector into Simple (above the line) and Advanced (below the line) search fields.
- If you drag a search field in the left pane over the dividing line, the field will be displayed as a Simple search field.
- If you drag a search field below the dividing line, the field will be displayed as an Advanced search field.
To add a new search field to the list selector
- From the distribution mode, open a Case, Document or Contact detail page.
If the detail tab containing the list selector you want to customize is not displayed, click
Select tabs to view and add the tab. - Select the detail tab containing the list selector you want to customize and click
Add to open the Add...references form.
The Add...references form title contains the title of the tab the list selector is opened from. - In the Add...references form, click
Configure page to open the Add...references form in customizable mode. - In the Add...references form in customization mode, double-click or drag a new search field from the Available fields pane and place it in the left pane.
- Click the Apply button to save the current customizations and close the Add...references form in customization mode.
or - Click the Cancel button to close theAdd...references form in customization mode without saving the current customizations.
To remove a search field from the list selector
- From the distribution mode, open a Case, Document or Contact detail page.
If the detail tab containing the list selector you want to customize is not displayed, click Select tabs to view and add the tab. - Select the detail page containing the list selector you want to customize and click Add to open the Add...references form.
The Add...references form title contains the title of the tab the list selector is opened from. - In the Add...references form, click Configure page to open the Add...references form in customizable mode.
- In the left pane of the Add...references form in customization mode, double-click or drag a search field to the Available fields pane.
- Click the Apply button to save the current customizations and close the Add...references form in customization mode.
or - Click the Cancel button to close theAdd...references form in customization mode without saving the current customizations.
To re-arrange the search fields in the list selector
- From the distribution mode, open a Case, Document or Contact detail page.
If the detail tab containing the list selector you want to customize is not displayed, click Select tabs to view and add the tab. - Select the detail page containing the list selector you want to customize and click Add to open the Add...references form.
The Add...references form title contains the title of the tab the list selector is opened from. - In the Add...references form, click Configure page to open the Add...references form in customizable mode.
- In the left pane of the Add...references form in customization modeI, select and drag a search field to a new location.
- Click the Apply button to save the current customizations and close the Add...references form in customization mode.
or - Click the Cancel button to close theAdd...references form in customization mode without saving the current customizations.
To clear all customizations from the lists selector and restore the default list selector
- From the distribution mode, open a Case, Document or Contact detail page.
If the detail tab containing the list selector you want to customize is not displayed, click Select tabs to view and add the tab. - Select the detail page containing the list selector you want to customize and click Add to open the Add...references form.
The Add...references form title contains the title of the tab the list selector is opened from. - In the Add...references form, click Configure page to open the Add...references form in customizable mode.
- In the Add...references form in customization mode, click the Reset button to restore the default list selector, clear all customizations and close the Add...references form in customization mode.
