Object Lists

Filters in the Ribbon

The object list (referred to as the list) is used to display objects in Lexolution, such as files, people, organizations, and invoices. Always start by filtering the lists using the filters in the ribbon. Most lists can be filtered by location, employee, and time period. The list generated this way can be further refined by sorting, grouping, and using the column filter. Sorting or grouping may take some time if there are a large number of objects in the list.

Time Period Filter

The time period filter offers fixed periods like This Year, This Quarter, This Week, and Today. The Time Period… option allows you to enter custom date values. The Total filter filters the lists without any time restrictions. When selecting custom dates, the current date is always displayed at the top of the window. Clicking on the date will jump the calendar view in the window to today's date. Clicking on today's date again will close the window and select "Today."

Location Filter

The location filter filters objects that have the selected location. For example, in the view of expenses, expenses with the location Karlsruhe are filtered. The location of the expense is derived from the employee's location at the time the expense was recorded. In the view of invoices, the location of the invoice is derived from the file's location at the time the invoice was finalized.

Employee Filter

The employee filter filters objects assigned to the selected employee. For example, in the view of expenses, expenses with the employee Dr. Henry Muster are filtered. The employee of the expense is determined from the expense entry itself. In the view of invoices, the employee of the invoice is derived from the lead attorney of the file at the time the invoice was finalized. When entering the employee in the filter, it is sufficient to enter the employee's abbreviation. Only active employees assigned to the corresponding location are displayed. You can expand the selection in the employee selection to include inactive employees and employees assigned to a different location.

File Status Filter

By default, files with the status Potential and In Progress are filtered. The file status filter allows you to specifically filter files with the status Rejected and Completed.

List Selection

In most configuration views, you have the option to lock and allow list entries. Only allowed list entries have an activated checkbox in the Active column. Allowed list entries are available in Lexolution in the professional views, while locked ones are not. This allows you to limit the size of selection lists in the professional views to those currently needed.

Save List Layout

You can save the layout of the main lists, i.e., the lists in the upper area of the views. Arrange the columns according to your needs and explicitly close the view. The arrangement is saved and reloaded for this view on a user basis. You can also determine the display and hiding of columns. Through the context menu on the header Show Column Editor, hidden columns can be displayed again. Filtering, sorting, and grouping are lost when closing or switching views. Saving list layouts in detail, i.e., in the lower area of the views, is only possible in these specific views:

• File View: Participants
• File View: Responsibility
• File View: Deadlines/Reminders
• Account Sheet: List in Detail

Saving is done in these views by clicking the "Save Layout in Detail" button in the "Layout" ribbon group.

Through the ribbon view View, you can reset the layout of a view or the layout of all Lexolution views.

Sorting

All lists can be sorted alphabetically or numerically. By clicking on the column header, it can be sorted in ascending or descending order. Sorting may take some time for lists with a large number of entries.

Grouping

You can group object lists by any column. By clicking on the lower boundary of the list's title bar, the grouping function of the object list opens. This function is available in all lists. Drag the desired column you want to group by into the grouping area. The columns will be displayed in groups. To view the objects in a grouping group, please click the (+) sign to the left of the grouping group. You can also drag multiple columns into the grouping area – they will then be grouped into multiple levels. To remove the grouping view, drag the column(s) out of the grouping area. Click on the lower boundary of the title bar to end the function. Grouping is also available through the context menu on the column header.

Filtering Columns

You can filter all lists internally. The filter function is activated or hidden via the context menu of a list entry (Filter on/off). Filtering can be done in any displayed column. The entered filter terms are filtered with the Begins with operator. For a Contains filter, please place a % sign before the filter term. Columns containing numerical values (all columns that display numbers right-aligned) are filtered with the Is equal operator. Additional filter operators (begins with, contains, equals, greater, less, etc.) can be accessed via the context menu of the column header > Filter Editor. Multiple filters can also be set simultaneously. This allows large data sets to be specifically narrowed down. Please activate the function after entering the characters with Enter. In the backstage view KMS > KMS Options, you can permanently activate the filter row in every view.

Filter History

When executing one or more filters, a line with the filter history appears below the list. By clicking, you can also recall the most recently executed filter results. The filter history is accessible until you leave the view. This column filter is not a professional filter. In views where column sums are calculated, the column filter does not change the calculated column sums when filtering out individual list entries (e.g., by designation).

Copying

You can select elements within object lists to copy and paste them into other Windows programs. Individual rows can be specifically selected. In some object lists, the functionality of an Excel export or the creation of a .csv file is also available via the ribbon. Keyboard shortcuts:

Printing

The lists can be printed via the context menu. The print component offers scaling to page width, export to various formats, and sending via email. It is recommended to hide unnecessary columns beforehand and adjust the column width through the context menu on the column header > Optimal Width (all columns).