Home Page Grid Improvements

v2021.1

Grid Icons

In addition to the State icons displaying in your work item grids, additional icons can be seen to help give you high-level information about the Ticket, Case or Actions.

These icons also appear when you search for a work item in Quickfind.

They denote the following information:

Icon

Information

Task can be carried out by a Robot

Robot Task – Needs Attention

New information has been received that hasn't been read yet.

Case only : Case is in a problem State (i.e. needs attention)

The Action is a Peer Review and it is in the "doing" stage.

The Action is a Peer Review and it is in either in the reviewing stage, or the review is complete.

Multiple Filters

You can apply multiple filters to all the standard and custom data columns on the grid except for Due Date by clicking on the icon next to the desired column title.

You can also apply multiple filters to all the standard and custom data columns on your bot farm grid. The applied filters will remain when switching back to My Team Inbox.

In addition to being able to be applied in Live Mode, multiple filters can be applied to all the standard and custom data columns in Test Mode, irrespective of the User type- so irrespective of whether you are a Team Leader, Team Manager, or whether or not you have access to Builder.

Copy/Paste into Excel

You can copy and paste information from the Home page grid into an Excel spreadsheet by selecting the information you want to copy and using Ctrl C and Ctrl V.

The information that is copied and pasted includes any applied filters. The column titles will automatically be copied and pasted as well.

You are also able to to copy and paste all of the information in the grid by using Ctrl-A.

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