Skip to main content
Mitratech Success Center

Interactive Grids for Search View

Interactive grids for Custom Search delights the user experience in extracting and analyzing the data by providing the following values:

  • New ways to interact with data

  • Increased flexibility to search data and enhance the reporting capabilities

  • Modernizing searches and views to produce simple to medium complexity data lists

  • Optimize the time utilized in building reports 

Note: The minimum TeamConnect version that supports this feature is TCE 6.3.5.

Enable Interactive Grids

To enable interactive grids in TeamConnect, follow the below instructions:

  1. Login to TeamConnect.
  2. navigate to Admin > Admin Settings > Search Results > Search Settings.
  3. Select/Unselect the checkbox to enable/disable the Interactive grids for Search views.
    clipboard_e2d1327dfb07b130d1701fb8f7d43b411.png

Note: Interactive grids works for “Custom Search” and “Object Collection” search view types only. The search results are displayed as shown below when you perform the Custom Search and for all existing saved searches if interactive grids is enabled.

clipboard_e5b14a99ba61d0f9ad64641ae3d9c2f51.png

Interactive Grids is available for the objects: Account, Project, Appointments, Contacts, Groups, History, Expense, Invoice, Task, Document, and Users.

Features

Functionality Screenshot for reference

Retain record focus: when the user selects the record to view its details, the record is highlighted with a box when the user returns back to the list.

Note: Use only the Teamconnect navigation for the highlight to appear and not the browser back button.

clipboard_e5114487bc3733726f83337605536098e.png

Table search: Enter the value to filter the data at the table level.

Note: If the user performs a table search and then performs a column search, the highlights will be removed.

clipboard_e5989e15cd48b48743037d6d3fae67764.png
Column Sort: Provides the ability to sort the column in the ascending or descending order based on the selection. clipboard_e62f4fafb353cec292ed311b21f3ff078.png

Multi Sort: Option to apply multiple fields in one sort to increase the accuracy in search results display.

clipboard_ea0664b8b70b0e8fe0f87c696c6f28efd.png

Column filter: Enter the value to filter the data at the column level.
 

Note: Use double quotes ("") in the column filter to filter the blank values.
clipboard_e04c1f00c5661c84fcd958b06f9754bb9.png

Column rearrangement: Select the column, drag and drop to rearrange the order of the column in the table.  

Note: For saved searches and search views, the column rearrangement remains same as per user preferences even if the user switches between the tabs, or from session to session.

Hover over: Hovering the mouse cursor over the object link provides the details of the record in the text box.

Clear filters: Select this option to clear all the filters applied on the search results.

clipboard_e30e9e204c8171737056f47cea918aca5.png

Reset Columns: Select this option to reset the column order to the default order. 

clipboard_ebb18db7d7a3432bb5c3f5a7d757fcac2.png

Aggregations: Ability to select 'Sum' or 'Average' for numeric columns as part of the result display configuration.

Edit Column: allow users to enable “edit column” for search results. This option is available only if Interactive grids is enabled.
 

Note: Enabling this option might reduce the system performance.

 

Printable View: Option to print the customized search results.

clipboard_e8e4d425736b605a728cbec9a9d9338f3.png
Export feature: Option to export the customized search results in Excel or PDF format. clipboard_e1f27fb483796c5e05a34b519a36c187e.png

Record count: Provides the record count of the results displayed on the page.

Note: Records per page displayed is based on the value set for Records Per Result Page in Admin > Search Results settings.

clipboard_ee49313806ecbd751162cacb99a4edd40.png

Show/Hide column: Ability to show/hide the columns in the result display.

Note: When we perform rearrange columns after hiding any column in the search results, show/hide list shows the hidden column(s) at the end of the list. 

clipboard_ea80c2c85025d016efa75e727f6447d97.png

Frequently Asked Questions

What to do if the performance is slow?

Here are the actions we recommended to do to overcome and improve the performance of the machine:

  • Remove edit column

  • Reduce max search results

  • Get the compression enabled on your app server or load balancer

  • Disable Interactive Grids in admin settings

  • Was this article helpful?