Grids (also known as lists) are used to display, sort, and filter information.
Most apps have a list screen – for example, the Invoice List shows you a rundown of all invoices currently saved in your Invoice table. It can be filtered to show, for example, only your outstanding invoices.
Lists work the same way in every app, so let’s take a look at a sample: the invoice list.
There are a number of elements of this screen that are standardized across all Method lists.
Filter views: Click the dropdown to filter the grid with set views.
Search the grid: Search the visible fields in the grid. Any hidden columns will not be included in the search.
Grid Chips: Clicking will open up an area above the grid where you can add 'chips' to filter the list. These chips represent different criteria the visible records need to adhere to. You can also create and save custom view filters.
Sort: This will allow you to sort the grid by the column of your choice.
Show / Hide columns: This will allow you to show or hide columns in the grid.
Other options: Clicking this will show a menu allowing you to:
Refresh (not shown): Update grid with latest information.
Export: Export data in the grid as a CSV.
Per page: Change number of rows shown in a grid.
Filter Views
On the upper left of a grid is the filter dropdown (If there is only one filter, then this dropdown will probably not show). This is an example of what the filter dropdown looks like on the List Invoices screen.
This dropdown lets you restrict what shows in your list based on certain criteria (called filter views). Method displays only the records in the table that meet these criteria.
The available filter views change from app to app (for example, the “Overdue Invoices” filter view is unique to the Invoice App) but views are usually grouped into two types: “My” and “Shared”.
My records are assigned to the user currently signed into Method (e.g. My Activities, My Invoices, etc.)
Shared records are assigned to other users that you have permission to see (e.g. in the shared view, Bob can see estimates assigned to Sherry if he has permission to do so). So even if the view may say "All Invoices", it may not necessarily be all records. It's all records the user has access to.
To learn how to assign shared permissions to users, see Account Permissions under Editing user settings.
Although not pictured, also available are Custom Filter Views: views you can personalize for yourself. Please review our article on Custom Filter Views for more information on how to use them.
Search
Every list has a basic search bar for one keyword.
All searches are restricted to what is displayed as a result of the chosen filter view. In other words, if you change the filter view to Overdue Invoices, and then you do a search, your search will not include invoices not overdue.
Filter Chips (for advanced filtering)
All grids have the ability to add filter 'chips'. This is accessible by selecting the filter icon 
:
This allows you to filter the list to your own specifications. Clicking Add filter + brings up a searchable dropdown to add one or more fields to filter on.
When you select a field, another dropdown prompts to configure chip:
Field to filter on.
Comparison operator.
Value to compare to.
Example: In the below image, a filter chip is configured to only show invoices where its amound is greater than 100.
Clicking the settings icon 
pops up a display to allow for advanced editing for filter chip.
Set Visible Columns
Beside the vertical ellipsis icon, you will find a column icon to show or hide columns:
The column icon allows you to determine what columns are visible on your list. This will vary from app to app, depending on what columns have been configured for the grid.
You can temporarily add and remove columns by checking and unchecking these columns.
Any column visibility changes you make to your list will only affect this Method session. If you refresh your browser or sign out and sign back in, all list displays revert to their default settings. You can make your changes again, or you can use Custom Filter Views to keep your changes.
Exporting Grids
Each grid offers an option to export data to a .csv file you can open in Excel. The option to export is found in the menu off of the vertical ellipsis icon.
📌 Note: If you are viewing the Contacts list, you may also see an option to upload to Mailchimp.
The advantage of exporting from a grid (as opposed to the Export tool) is your ability to filter and search the grid first before export. The export from grid will retain any column changes, filter view changes, and search criteria.
There is a limit to the number of records you can export, however. You cannot export past 15,000 records.
How to export from a grid:
Navigate to the screen with the grid.
Use the View Filters to apply the desired filter to show only the data intended for export.
Use the search to find only the data intended for export.
Select the headers to choose how you wish to sort the data.
Click the export cloud icon near the search bar and then select Export to CSV.
📌 Note: If you don't see this option you may need to enable it via customization.
A notification to confirm the export will be emailed will appear. Another notification may also appear to download if the export is small.
Check email for the file to download:
The export will be sent to the email set in your Notification Email, which may be different from the email you use to sign in.
Grid Navigation
At the bottom of the list, you’ll see a bar that looks like this:
How many records are display per 'page' fo the grid.
How many total records are in the grid. When a grid first loads, it may not show you the total number of records. Instead, it will have a clickable link called "many". Clicking this link will show you the number of records in the grid.
The number denotes what page you’re on. The arrow buttons allow you to navigate through the list.
<moves back one page>moves forward one page
Checkbox Column
Grids can be customized to have a checkbox column. An example of this can be seen in the Activities List screen.
The checkbox column allows you to select different rows within the grid. The Select All checkbox, the checkbox in the column header, has a number of different options to facilitate selection.
Clicking Select All Checkbox
Clicking the Select All checkbox will only check the rows that are visible in the grid. Any rows not shown on the grid, i.e. rows on other pages, will not be selected.
In the above example, there are a total of 190 records with five shown on this page of the grid. Clicking Select All only selects the five records shown on this page. The other records are not selected.
You will be informed of this partial selection above the grid. As you can see from the example, a line of text appears telling you how many records have been selected. You are then given a link to "Select all # records".
Selecting the "Select all records" link will select every record in the grid, and the yellow information box disappears.
By the way, the inverse of the Select All checkbox is also true. If all the records are selected and you uncheck the Select All checkbox, ONLY the rows visible on the page will be unselected. All other rows on other pages will still be selected.
When Selecting a Subset of Records in the Grid
One final thing, when you select a subset of records in the grid, you will see a link at the bottom to view selected records:
Selecting this link will change the grid to only display the selected records. This will help you verify that you chose the correct records.
