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Case Panel Tools

Quick Links

Use the links in case panel headers to view the data as charts, customize the columns that display in the panel, refresh your screen, and mass update case actions. 

Use the links in the panel footer to export data in various file formats.

Chart

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Charts show data in a graphical pie chart, or a 3D bar chart. Charts show up to 1000 cases.

To display cases in charts:

  1. Click the Chart link in the panel you wish to view.
  2. Complete the form fields:
      • Chart Type: Select from these chart options:

        • Pie Chart

        • 3D Bar Chart

      • Chart Represents Number of Cases by: Select the object that the chart will represent:  

        • Priority

        • Status

        • Project

        • Assignee

        • Creator

        • Workflow

        • Contact

        • Account

        • Custom Field: This option enables these additional options:

        • Custom Field Name: Select a field name.

        • Include only cases whose workflow contain this custom field: Select either true or false.

        • Include only cases which have entered values for this custom field: Select either true or false.

    • Show Legend on Chart: Select true to display the legend on the chart, otherwise choose false.

    • Maximum Number of Slice/Bar to Show: Select the maximum number of ways the categories will be divided.  


  3. Click Display.

Mass Updates

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Administrators must assign you permissions to use the mass update functionality.

Use mass updates to update multiple cases at once. The actions available for mass updates vary depending on your settings. 

To mass update an action:

  1. Click the Mass Updates link in the panel header to open the Mass Update Wizard.
  2. Select an action from the Select Action list.
  3. Complete the steps presented by the wizard.
    The steps vary depending on the action you selected.
  4. Select the checkboxes of the cases you want to update.
    To update all cases displayed on the page, click Select All.
  5. To send a notification when the cases are updated, clear the don't send notification checkbox.
  6. Click Finish.

Edit Columns

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You can include up to 12 columns in a table. When you customize a table:

  • Columns are color coded to identify which are standard fields and which are custom fields.

  • You can use the Display Results per Page option to select the number of results to display in the panel.

You can click the following links on the toolbar when customizing the table: 

  • Reset: Resets the table to your last saved settings.

  • Clear All: Clears all columns from the table.

To reset the columns to the default setting, click the Reset to Default button.

To configure columns:

  1. Click the Edit Columns link in the header of the table you want to customize.

  2. Search for a column name by typing the column name in the search box, or select the column from the list of Available Columns.

  3. Do any of the following:

  • To add a column, drag it from Available Columns to the Currently Selected Columns section.
  • To remove a column, drag it from the Currently Selected Columns to the Available Columns section.
  • To rearrange selected columns, dragg them into the desired position.
  1. Click Save.

Refresh

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Workflow refreshes your data when you open a page. To update a panel with the latest information as you work, click the Refresh link in the panel header.

Export

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To export data in a panel, click the format you want in the panel footer:

 CSV

 XLC

 XML

 PDF