From ICIHelp7.14
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From this page you can: | From this page you can: | ||
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* search agreements: search for agreements in a variety of ways. Refer to the [[Search Agreements]] help page for a detailed explanation on how to use the search effectively. | * search agreements: search for agreements in a variety of ways. Refer to the [[Search Agreements]] help page for a detailed explanation on how to use the search effectively. | ||
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| + | * Add search to favorites: You can save a frequently performed search from the | ||
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| + | * view details of an agreement: Click on the View [[File:Eyeball.png]] icon to see the details of that agreement. | ||
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| + | * [[create smart links]] <<details will be added here. | ||
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| + | * choose view: select how you wish the agreements to be shown. You can choose between the Grid view (the default), Extended view or Tile view. Each view offers various details at a glance - choose one that you prefer. | ||
* choose columns to display: click on the '''Select fields''' icon to display the available and selected attributes. Add and remove what attributes to show or hide for the agreements using the arrows. You can add any number of columns and see them all using the vertical scroll bar. Including more attributes can be useful when exporting the list to Excel. | * choose columns to display: click on the '''Select fields''' icon to display the available and selected attributes. Add and remove what attributes to show or hide for the agreements using the arrows. You can add any number of columns and see them all using the vertical scroll bar. Including more attributes can be useful when exporting the list to Excel. | ||
| − | * export to Excel: you can export the list of all the currently displayed agreements to Microsoft Excel. This allows you to manipulate the data using pivot tables. Note that you can export a maximum of 1000 rows. Try narrowing down the search to reduce the number of records displayed. See | + | * export to Excel: you can export the list of all the currently displayed agreements to Microsoft Excel. This allows you to manipulate the data using pivot tables. Note that you can export a maximum of 1000 rows. Try narrowing down the search to reduce the number of records displayed. See [[Search Agreements]] for details on how to use the search. |
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Revision as of 16:32, 21 January 2017
This page displays all the agreements that you are associated with in some way or the other - you may have created an agreement or are part of the team working on it.
From this page you can:
- search agreements: search for agreements in a variety of ways. Refer to the Search Agreements help page for a detailed explanation on how to use the search effectively.
- Add search to favorites: You can save a frequently performed search from the
- view details of an agreement: Click on the View
icon to see the details of that agreement.
- create smart links <<details will be added here.
- choose view: select how you wish the agreements to be shown. You can choose between the Grid view (the default), Extended view or Tile view. Each view offers various details at a glance - choose one that you prefer.
- choose columns to display: click on the Select fields icon to display the available and selected attributes. Add and remove what attributes to show or hide for the agreements using the arrows. You can add any number of columns and see them all using the vertical scroll bar. Including more attributes can be useful when exporting the list to Excel.
- export to Excel: you can export the list of all the currently displayed agreements to Microsoft Excel. This allows you to manipulate the data using pivot tables. Note that you can export a maximum of 1000 rows. Try narrowing down the search to reduce the number of records displayed. See Search Agreements for details on how to use the search.
