If you've found yourself frustrated by empty search grid results or unexpected data after performing a search, the culprit might be a column filter. Column filters can be powerful tools, but understanding how they work is key to ensuring they don’t inadvertently hide the data you need. This guide will walk you through how to identify, remove, and effectively use column filters, while also introducing you to an alternative way of organizing your data.
Column filters allow you to refine your search results by applying specific criteria to a column in your grid. For example, you might filter a list of contacts by class or matters by area of law. While useful, filters can sometimes remain in place without your knowledge and may cause incorrect or limited results in your search grid.
If you're unsure whether a filter is active, follow the simple steps below to check and resolve the issue.
Step 1: Identify the Presence of Filters
To determine if a column filter is affecting your search:
Look at the funnel icon next to each column heading. If a funnel appears, it indicates that a filter is currently applied to that column.
Filters will remain active until you deliberately remove them, so even if you perform multiple searches, the filter settings will persist.
Step 2: Clear the Column Filters
To remove a filter and ensure you're seeing all the relevant search results:
Locate the funnel icon on the column heading.
Click the funnel icon.
Select Clear Filter from the options.
With the filter removed, your search results will no longer be restricted and should display in full based on your criteria.
Step 3: Understand How Filters are Applied
Filters are added manually when you interact with your search grid. Here's how they’re typically applied:
Hover your mouse over a column heading until a drop-down arrow appears.
Click the drop-down arrow, then select an option from the list. This action creates a column filter based on the selection you’ve made.
By being mindful of this process, you can avoid accidentally applying unwanted filters in the first place.
Step 4: Try Grouping Instead of Filtering
For an alternative way to organize and focus your search results, try grouping instead of filtering. Grouping helps you organize data into categories without applying restrictive filters.
To group results:
Drag and drop a column heading (e.g., Class, Area of Law) into the grouping area above the grid.
The grid will now display your data sorted into groups based on the selected column heading.
Grouping is particularly useful when working with large datasets, as it provides a clear, organized view without excluding any data.
By following these simple steps and tips, you’ll make the most of your search grid tools and enjoy a more streamlined and effective work process.
If you have any questions or run into any issues, please reach out to the Sophus Support Team by clicking the Contact Us button. Thank you.