Filtering and working with Datasets

We recognize that working with large datasets requires the ability to switch context and view different details to contextualize and properly organize your records. To ensure the maximum amount of flexibility we are rolling out new functionality in all grids across Records 365. These new capabilities are available in the Disposal and Freeze Details pages.


 Customizable Columns

You can adjust both the size of the columns and the position. To adjust the size of the column move your cursor along the headings until the hand symbol changes to arrows. The next step is to adjust the size of column to the required length. To adjust the position of the columns in the grid click on the heading of the column you want to move and hold down to move to the position you require.



There is now the opportunity to filter from within the grid and on multiple column items. You can apply filters on a number of columns at once, combining results across several properties for more refined filter results. Selected cells in the filter row contain a magnifying glass icon. Hovering the mouse pointer over it opens a drop-down list with the column’s available filter operations. Select the option you require and type the in the term in the text field. Once selected the configuration of the grid remains, even when you navigate away from the page. 


With the filter options moving within the grid we have also removed the slider activated by the spanner icon and the search text box in the top right of the pages.