...
Many tables have one or more non-data columns. There are two main types of non-data columns: actions and check boxes. Action columns consist of an icon or set of icons, usually the same in every row, that can be clicked to perform some action on that row. The name of an action column is usually "Action" or "Actions," but can vary. Common icons in action columns include the Edit the Edit icon, which brings up the edit panel; the Rightthe Right-click icon, which brings up a menu of options that can also be accessed by right-clicking anywhere on the row; and the Delete the Delete icon, which deletes the row (there is a confirmation message first to avoid accidental deletion). Many of the other icons that may appear in certain tables in SmartAdvocate are described in the Icons chapter of this manual. Checkbox columns consist of a checkbox in every row, and the column heading may also be a checkbox. These columns are used to select multiple rows in tables that allow various types of mass actions.
...
Some tables have icons at the upper right of the table, next to the word Export. These icons allow you to export the table to various file formats. The Adobe icon The Adobe icon 
exports to a PDF file, the Excel icon the Excel icon 
exports to an XLS file, and the Word icon the Word icon 
exports to an RTF file (usable in Word and other popular Word processors). Since it is not possible to change the page layout in the PDF once it has been created, and the standard page layout is not well suited to displaying large data tables, it is not recommended to export to that format unless you are only displaying relatively few results and relatively few columns.
...
Some tables have the Create Filter link, which is at the very bottom of the screen, below the pagination tool (if the pagination tool is present).
Clicking either the Create Filter text or the pin icon immediately to its left will bring up the Filter Builder panel.
...
If there is already an active filter, the Create Filter text will be replaced by the text of the filtering condition (you can click to edit that condition in the Filter Builder panel).
Additionally, there will be a checkbox to the left of that text that can be used to temporarily deactivate the filter, and all the way on the right will be the Clear button,
...
Each empty input field also has a pin icon next to it. Clicking this pin icon after you have entered text into the associated field allows you to change the way that text is used to match the data in the table. For textual columns, you can choose to find data that "Begins with" the text, "Contains" the text (which is the default), "Doesn't contain" the text, "Ends with" the text, "Equals" the text, or "Doesn't equal" the text. For numeric columns, you can choose to find data that "Equals" the number, "Doesn't equal" the number, "Is less than" the number, "Is less than or equal to" the number, "Is greater than" the number, or "Is greater than or equal to" the number. For date columns, you must enter a date (using a Datea Date-widget dropdown), and its pin icon presents the same options as numeric columns, except that "less than" and "greater than" mean "before" and "after," respectively. You may enter text into multiple columns, which will only retrieve data that matches every column with text in it (i.e. it will create an AND filter). Filtering the table using the input fields may automatically create a filter in the Filter Builder and apply it to the table. The created filter will replace the Create Filter tool (just as a filter created in the Filter Builder does) and will be accessible (and editable) in the Filter Builder panel by clicking it.
There is one even simpler way of filtering the results. Some column headings themselves have pin icons next to the name of the column. Clicking the pin icon in a column heading will bring up a list of all the distinct contents of the cells in that column.
In some cases, there will be a checkbox next to each item in the list. If there is no checkbox, you may simply select one of the options in the list, and the table will only show results matching the option you selected. If there are check boxes, you may select any number of the check boxes to only show results matching one of the items you selected. After selecting whichever check boxes you wish, press the OK button below the list to save your selections and create the filter. You can press the Cancel button instead to undo your selections and close the list. If none of the check boxes are selected (which is the default), or if the "(Select All)" box is selected, none of the results will be excluded based on that column. (Technically, if the Select All box is selected, it will create a filter, but that filter will have no effect on which results appear.) Selecting every box except the "(Select All)" box will automatically also select the "(Select All)" box. You may use this list filter on multiple columns, much like using the text-entry filter on multiple columns. Indeed, you may also use the list filter on some columns and the text-entry filter on others. (You may not, however, use the list filter and the text-entry filter on the same column. Using either will override the other.)
...
You can sort most tables based on any data column by clicking the heading of that column; a small triangular icon will appear on the right side of the column heading. Clicking the same heading again will reverse the order of the sort. You can only sort by one column at a time. Note: columns that appear to be numeric may in fact be considered generic text by the SmartAdvocate system, in which case it will be sorted alphabetically. This would mean, for example, that "7" would be treated as later than "605."
Select All
Pinning
pin to left
cancel pin
Pinned Columns
If you wish to keep some columns on the screen as you scroll to the right, you may click the pin icon (
) to the left of the column name you wish to keep on the screen. Columns that are not pinned in this way will have pin icons that point to the left, as shown above, and the data in the columns will have no background; columns that are pinned will have pin icons that point down, and the data in the columns will have a light blue background. Pinned columns will always be the left most visible columns (except for the selector column). By default, Case No and Case Name are initially pinned. Pinned columns cannot be placed to the right of unpinned columns; however, you can change the order of the pinned columns the same way as you change the order of unpinned columns.
Other Features
The search results page includes a summary at the bottom left of the screen, which lists all of the conditions that comprise the current search. This summary is nearly identical to the one shown on the Case Browse screen itself before you perform the search.
In addition to the usual export options, you have the option of emailing an exported file directly through SmartAdvocate. To do so, click the desired export icon listed after the text "Export and Email." This will generate the exported file, then bring up a panel allowing you to create an email to which the file is automatically attached.