Using data grids

Throughout CATS you will find data grids that show you lists of your data, such as jobs or candidates. This guide is to show you the different parts of the data grid and how to customize and use them.

Search

To run a general search across the data you're looking at, type your search terms in the Search this grid box.

Filters

To filter on a specific field you'll want to add filters to your grid. This is done by clicking the green + icon next to the Search button.

Once a filter is added, select the field you want to filter on, enter your criteria, and then click the Apply Filters button.

As a shortcut for adding a filter for any of the displayed columns, you can hover the column and click the green + icon.

To clear any applied searches or filters, click the Clear All button.

Results

The total number of records being displayed in your grid, both prior and after a search, are found near the top right in the pagination section.

Sorting

By default, results are sorted by relevancy. To sort the grid by any of the displayed columns, highlight your mouse over the column and click the ▲ or ▼ arrow to sort in ascending/descending order.

Pagination

If your data grid or search result contains more rows than displayed on one page, we will paginate the results for you. To go from page to page, click the ←, → or pagination drop-down near the result count area of the grid to jump to the page you'd like.

Preview

To preview a record from the grid, click the magnifying glass icon next to the record name.

Selecting records

Each record in the grid will have a check box next to it. By default, all records are "selected" when loading a grid or applying a search. This is to prevent you from having to select all records from multiple pages to perform mass actions.

Tip: Use Shift + Click to select multiple records at once.

It's important to note that, by default, all records are technically "selected" when viewing a grid or running a search, even though they aren't visually checked. This is done to make it quicker to perform actions on multiple records, as covered in the next section.

Mass Actions

To perform actions such as edits, emails, status changes, adding to lists (and more!) you'll want to use the Actions drop-down found near the top right of the grid.

Each grid will have different options as far as mass actions go, so be sure to check the menu to see what is available.

As referenced above, by default all records are selected. When performing a mass action, the number of affected records will always be shown next to the action you're about to perform.

Display Columns

To change the columns and column order displayed on the grid, click the Columns drop-down near the top right portion of the grid. Select the check boxes next to each column you want visible. Drag/drop the checked columns to change the display order.

Rows

To set the number of rows, click the Rows drop-down near the top right portion of the grid and select the number of rows you want visible at a time.

Note that grid customizations such as columns and rows are specific per user.