Grid View
About Cases Grid View
By default, the cases are displayed in tabular format. If you select to view cases in the Inbox view, the selection persists, even if you log out and log in to GE Digital APM.
In the Grid view, you can view the cases in a compressed layout as columns.
Even though you have access to assets and enterprises of another tenant, for the cases to appear in the Grid view, you must have access to at least one asset of the same tenant to which you belong.
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- 1 min
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- 10 min
In the drop-down list box, you can select OFF to disable the auto-refresh for the view. The following table describes the available columns:
Field | Description |
---|---|
Asset ID | The ID of the Asset for which the case is created. |
Asset Name | The name of the asset for which the case is created. |
Case ID | The ID for the case. |
Closed On | The time when the case was closed. |
Created By | The name of the person who created the case. |
Creation Time | The time when the case was created. |
Customer Name | The name of the person who owns the asset. |
External Case ID | The External ID for the case. |
Last Updated | The time when the case was last updated. |
Name | The name of the case. |
Owned By | The name of the user or user group that owns the case. |
Site Name | The name of the site where the asset is located. |
Status | The status of the case, such as open, awaiting, and closed |
Toggle the Cases Inbox View
About This Task
You can switch between the cases inbox and cases grid anytime while viewing the cases.
Procedure
- To access the Cases grid view:
- To switch back to cases inbox view:
- Select
- Select
Access Cases of an Asset in Cases Grid
About This Task
The Asset Hierarchy section in the cases grid provides you with an option to select an asset such that you can view the cases related to the asset. You can select multiple assets and the cases associated with the selected assets appear in the cases grid. The Asset Hierarchy section contains all the assets for which you have access permission.
Procedure
Results
The cases grid is refreshed, and the cases associated with the selected assets appear.

Freeze Columns in Cases Grid
About This Task
Procedure
Sort and Filter Columns
Sorting and filtering columns allow you to categorize and find the required data easily.
Before You Begin
You must have permissions to access Cases.
About This Task
Sorting of a column in a grid is not affected by a filter. For example, if you sort the grid by Name column and then filter by Name and Case ID, the sort order should remain unchanged.
Procedure
Apply Filters to Cases
You can apply default filter sets to cases.
About This Task
Procedure
- In the module navigation menu, select Cases.
- Select
, and then select a filter set, such as My Active Cases or Unclaimed. The filter is applied to the case inbox or cases grid.
Refresh the Cases Grid
Refreshing the cases grid retrieves the newly created cases and displays them in the grid depending on the filter and sort criteria.
Before You Begin
You must have the Cases, View Cases, or Edit Cases permissions.
About This Task
You can refresh the cases grid manually or specify a time interval for automatic refresh. Automatic refresh updates the cases list at regular intervals depending on the time specified and displays new cases as they become available. Disabling automatic refresh prevents new cases from loading unless you manually refresh the list. The selection persists even if you log out and log in to the application.
Procedure
- To refresh the cases grid manually:
- In the heading, select
.
- In the heading, select
- To enable automatic refresh:
Results
Access Case Details from Grid View
When in grid view, you can access the details of a case.
Before You Begin
You must have permissions to access the Cases module.
Procedure
- In the module navigation menu, select Cases.
- Select a Cases Inbox filter, then select a case.
- Select the Cases Inbox icon
to change to grid view.
- In the table, select the Name of the case to view the details.
Results
Reorder Columns in Cases Grid
You can customize the cases grid by reordering the columns.
Before You Begin
You must have permissions to view and edit cases.
About This Task
- Change cases
- Navigate away from the Cases module
- Change the cases filter set
- Log out and then log back in
Procedure
- To reorder the columns by dragging:
- To reorder the columns using the Table Settings window.
Add or Remove Columns in Cases Grid
You can show or hide certain columns in the cases grid view.
Procedure
- To add a column using the Show Columns drop down list box:
- To add a column using the Table Settings window:
- To remove a column using the Show Columns drop down list box:
- To remove a column using the Table Settings window:
Group Columns
Grouping of columns organizes data in different levels. You can save the customized grouped grid view as your preferred view. You can filter data in the grouped columns.
About This Task
- ASSET NAME
- STATUS
- OWNER