4. The Results Grid

The results grid displays information about documents and other content in the right frame (the Results Frame) below the main menu.

Each row in the grid contains a checkbox at the beginning of the row. These checkboxes may be selected to perform document actions on multiple documents at once. Use the Check menu to check All, check None, or Invert the value of each checkbox.

Next to each checkbox is a status icon. This icon displays the Approval-Queue, Work-Queue, or Check-Out status of each document in most results grids as defined below:

Document is in your approval queue.
Document is on one or more approval processes.
Document is in your work queue.
Document is in one or more work queues.
Document is available for check out.
Document is currently checked out by another user.
Document is currently checked out by you.
Your permissions do not allow you to check out this document.

For icons displayed in the Messages folder, see Chapter 5, The Messages Folder. For icons displayed in the Approval Queue, see Section 17, “The Approval Queue [Enterprise Edition]. For icons displayed in the Coding-Queue, see Section 8, “The Coding Queue.

Other features of the grid may be useful to you:

Column Sorting

To sort the grid either ascending or descending based on the data in any particular column, click the header for that column (the cell containing the field name). Click it again to alternate the sort direction (ascending vs. descending). The column sorted, as well as the direction sorted, is indicated on the grid header with the and icons. To remove sorting, select the Remove Sorting link next to the menu bar.

Field Grouping

You may group the results by one of the columns for a different view of your results. Click and hold the column header you would like to group by, and drag it into the area above the header with the message, "Drag a column header here to group by that column". To revert to the original results view, click and hold the column header again and drag it back into the results grid.

Column Arrangement

You can rearrange the order of the columns in the grid by clicking and holding a column header then moving it to the left or right until two red arrows appear. The new order will be saved for future results.

Column Resizing

You can resize columns in most grids by clicking and holding a column-header divider (the area between two column headers) followed by moving it to the left or right.

Refresh

Select the icon to refresh the grid at any time.

Export to Excel

The information contained within the grid can be exported to Microsoft® Excel® by selecting the icon in the upper-right portion of the results-grid frame.