How do I customize my Casework Layout?

The default viewer layout in the Services module includes information that has statistically been helpful to most users, but what might work well for one person might not work for another. You have several options for optimizing the layout to suit your needs. You can sort or group by any column, you can switch columns around, and you can add and remove columns.

You will see a More button in your toolbar. Click More, and select Edit Layout.

Across the top, you can select which field you'd like to group by and sort by. You will also see two lists of columns. On the left, you will see a list of all available columns. On the right, you will see a list of all of the columns currently displaying in your viewer.

  • To add columns, find the field name on the left and drag and drop it to the right.
  • To remove columns, click the red X next to the field name.
  • To rearrange columns, find the field name on the right and drag and drop it to the correct spot on the right.

After making your changes, click Save Layout.

Your customizations will be saved so every time you log in, you will see your new layout. If you ever wish to return to the default settings, select Reset Layout.

Note: If you choose to group by a particular field, you might also want to have your groups automatically collapsed. You can automatically collapse groups in your user preferences under the "General" settings.

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