Matters – Display Hierarchical List Fields in the Matter List

You can now display hierarchical list custom fields directly in your Matter list and in exports. This gives you a clearer, more structured view of your data and allows you to filter and analyse matters more precisely. ✅

⭐ What’s New?

If you use hierarchical reference lists (for example: Region → Country → City), each level can now be displayed as a separate column in the Matter list.

This applies to:

• The Matter list (grid view)
• Grid filters
• Excel exports

This improvement helps you:

• Have a clearer vision of your matter portfolio
• Filter on specific levels (e.g., Country only)
• Export structured data for reporting

☝ How Hierarchical Fields Are Displayed

Each level of your hierarchical list appears as a separate column using the following naming format:

[Field Name] – [Level Name]

Example

Reference list structure:

World Cities
Region (Level 1) → Country (Level 2) → City (Level 3)

Custom field name:

Prejudice Location

The Matter list will display:

• Prejudice Location – Region
• Prejudice Location – Country
• Prejudice Location – City

Each column corresponds to one level of the hierarchy. ✨

✍ How to Add Hierarchical Columns to Your Matter List

1. Go to the Matters module.
2. Open your Matter list (grid view).
3. Click on the column management option (or column selector).
4. Search for your custom field name.
5. Select the relevant hierarchical level columns (e.g., “Prejudice Location – Country”).
6. Click Apply.

Your grid will now display each selected level as a separate column. ✅

For more details on managing grid views and filters, see:
Using grid filters & views in Matters

⏬ How It Works in Exports

When exporting your Matter list to Excel:

• Each hierarchy level is exported as its own column
• Column names follow the same naming structure
• You can sort and filter per level directly in Excel

This ensures consistent reporting between the platform and your exported files. ✨

❗ Important Notes & Limitations

• It is acceptable for a hierarchical column to have the same name as another field.
• If a level is not filled in a matter, the column will appear empty.
• The structure depends on how your reference list is configured.
• Available in all supported browsers.

✈️ Usage Tips

• Use only the levels you really need in your grid to keep your view clean.
• Create custom saved views for different reporting needs (e.g., one view by Region, another by Country).
• Use exports for advanced pivot tables or external reporting.

❓ Need Help?

If your hierarchical fields are not appearing as expected, please contact your administrator or reach out to our support team. We’ll be happy to help you configure your custom fields correctly. ✋