COBBLESTONE SOFTWARE

Contract Insight — User Guide

Sorting and Filtering the Contract Request List Screens

09. End Users: Contract Requests › Searching Contract Requests › Sorting and Filtering the Contract Request List Screens

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

Column headers on the Requests list (Number, Request Title, Company Name, Department, Full Name, Updated, etc.) each include a filter icon that opens a per-column filter control — an operator dropdown (such as contains/equals, or greater-than/less-than/between for numeric and date columns) paired with a value input box, applied via a Filter button and cleared via a Clear button. Multiple column filters can be combined to narrow the 5,609-record list down to a specific subset. Clicking a column header (separately from its filter icon) sorts the list by that column; a small sort-direction indicator in the toolbar shows the current sort. This filter-and-sort combination is the live equivalent of the legacy wiki's list-screen guidance for finding specific requests without paging through the full list manually.

2. Key Elements

Every column on the Requests list grid (Number, Request Title, Company Name, Department, Full Name, Updated, and more) has its own filter icon opening an operator-plus-value filter control.
Filter operators adapt to the column's data type — text columns offer contains/equals-style operators, while numeric and date columns offer greater-than/less-than/between-style operators.
Filter and Clear buttons apply or reset a column's filter; multiple column filters can be layered together to narrow the list.
Clicking a column header sorts the grid by that column, with a sort-direction indicator reflecting the current sort in the toolbar.
These per-column controls work alongside the top-of-page Search box and Fields scope selector for finding specific requests across the full 5,609-record list.