Use Lists

The windows used for configuring users, user types, groups, and templates list all defined items. The following figure shows an excerpt from the Users list.

Find Items in Lists

Several techniques can be used to find specific items in long lists, regardless of which list is being viewed:

  • Scroll vertically and/or horizontally to see all items and details.

  • Click the right border and drag to make it wider.

  • Sort the list by clicking the sort button, , and choosing from the different options, such as Created By. Select the option again to reverse the sort order. (Reversing the order does not apply to Default sorts.)

  • To find a specific item in a long list, start typing the beginning of specific information in the search box until the needed item is shown.

In addition to searching by name of the item (user, group, etc.), you can search by such information as name of the person who created or modified the item, part of the created/modified date, or something in the notes. This is a plain text search that searches these items in order.

Export List Details

Most lists can be exported to a .CSV file. The exported file will include basic list details for each list item (for example, the .CSV file for the user list will include all user names, associated managing clients, created/modified details, etc.).

To a export a list in IPRO Eclipse Administration:

  1. System-level list:

    1. Log in to Eclipse as a user who is a member of the Super Admin group.

    2. Click the Eclipse button, , and select Administration.

    3. If the System Administration pane is collapsed, click the pane title to expand the pane.

    4. Click the item of interest (Users, Permission Templates, etc.).

    5. Go to step 3.

  2. Case-level list:

    1. Log in to Eclipse as an Eclipse administrator.

    2. Open the needed case.

    3. In the Case View pane, click Case Administration, then select the item of interest (such as Case Permissions).

  3. At the bottom of the list (left pane of the Case Administration tab), click Export to CSV.

  4. Complete the Save As dialog box and click Save. The resulting file will include the basic details for the selected items.