Matter List View - Show only Closed Matters

Overview

'List Views' form an essential part of the Actionstep user interface and can be found wherever a large amount of information needs to be displayed. Lists are useful for sorting, searching, and filtering the data to help you find what you're looking for.

This article will show you how to create a matter list view to show only closed matters.

Note: You will need a user who has admin privileges.

Follow the steps below:

Admin > Custom List Views > Matter List Views. 

At this page find the list view you want to show closed matters and select the number just to the left of the name.

Next go down to the bottom of the page under the section called "Locked Filter"

In the Matter Status section which will be the first option, if you want to show only closed matters just single click on closed and it should turn blue. Once that is done select save at the very bottom.

Once that is complete navigate to the location of you matter list views in Actionstep and select on the list view you just made or adjusted and the view will now only show closed matters.