Common Grid Functionality Overview

Most functionality in ManagementStudio is built around a common grid interface across core modules such as Applications, User Migrations, Devices, Deployment Units, and bespoke modules.

Each module is structured into the following key areas:

1. Grid Filter – Filters items by workflow step, Blueprint, Defect, Survey, Test Sign-Off, or Dependency.
2. Ribbon – Provides functions such as Segments and Reports, and module-specific options.
3. Toolbar – Offers tools for filtering, grouping, exporting, and data manipulation within the grid.
4. Grid – Displays a filtered list of items from the module.
   

This article describes the common functionality available in each of these areas. For module-specific features, refer to the relevant help article for that module.

Grid Filter

The Grid Filter displays the workflow steps configured for the current module. The total number of items appears under All Items, with an item count shown for each process step.

Clicking any process in the Grid Filter updates the grid to show only items matching that process.

The Grid Filter also allows filtering by:

• Process (1)
• Blueprint (2)
• Defect (3)
• Survey (4)
• Test Sign-Offs (5)
• Dependencies (6)

These filter types are selectable from the filter panel.

Process

• Filters items by workflow step.
• The default view; useful for reviewing all items in a particular process step.

Blueprint

Filter items by their association with one or more Blueprints or Blueprint Folders. This filter adds two columns to the grid, indicating Blueprint membership.

To use the Blueprint filter:

1. Click the Blueprint filter button.
2. Add Blueprint Folders or individual Blueprints to Group A using Add to Blueprint Group A.
3. (Optional) Add to Group B using Add to Blueprint Group B.
4. Select one of the following filter options:

Example: Adding two Blueprint Folders to Group A and one to Group B, then selecting Show items in A and/or B will display only the items included in those folders.

Defects

Filter items based on defect status.

Steps:

1. Click the Defects filter button.
2. Select a Defect Status (e.g., Open, Pending).
3. The grid displays items with the chosen defect status.

Survey

Filter items based on survey status.

Steps:

1. Click the Surveys filter button.
2. Select a Survey Status (e.g., Pass, Fail).
3. The grid displays items with the selected survey outcome.

Test Sign-Offs

• Display items based on presence and status of Test Sign-Offs.
• Only available if the Testing tab is enabled for the module and at least one test is defined.

Steps:

1. Click the Test Sign-Offs filter button.
2. Select a Test Sign-Off Status.
3. The grid displays items with the selected status.

Dependencies

• Display items by Dependency status.
• Only available if the Dependency tab is enabled for the module.

Steps:

1. Click the Dependency filter button.
2. Select a Dependency Status (e.g., In Progress, Ready).
3. The grid displays items with the selected dependency state.

Ribbon

The Ribbon provides common and module-specific actions. This section covers the features common to all modules: Segments and Reports.

Segments

The Segment controls offer various ways to filter the main grid. Note:

• Segment buttons are not cumulative (using one will clear the previous).
• Process Filter and Segment selections are cumulative.

Available Segment filters include (options may vary by module):

Reports

For details on reporting functionality, see:
ManagementStudio Reporting Help

Toolbar

The Toolbar provides controls to manipulate the data grid.

Further Support

For additional assistance, visit the ManagementStudio Service Desk to search the knowledge base or submit a support ticket.