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How to Navigate and Find Records in the Grid

Master efficient techniques to easily locate and manage records within the grid interface.

Written by Akanksha Shukla

Updated at June 9th, 2026

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  • Data Grid Capabilities

    •  How to Apply Server Filters to Filter the Data in the Grid
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Introduction

Grids can hold a large number of records. This article covers the ways you can move through and locate your data — pagination, loading options, sorting, and expandable views — and points you to the dedicated articles for filtering and searching.

This article explains:

  • How to page through records and control how many load at once
  • How to sort by a column
  • How to expand and collapse grouped or hierarchical rows
  • Where to go for filtering and searching

Navigation behaves consistently across the grids that support these features; the exact options available will vary by console or tab.


Pagination

When a grid has more records than fit on one page, pagination lets you browse through them:

  1. Use the arrow buttons to move between pages — first page, previous, next, and last page.
  2. The Page box shows your current page (and lets you jump to a page number) alongside the total page count — for example, Page 4 of 7.
  3. Use the page-size dropdown to change how many records show per page (5, 10, 20, 50, 100, or 200).

To find a specific record rather than paging through, use sorting (below) or filtering and searching (see the dedicated articles linked further down).


Loading Records

Some grids let you control how much data loads at once:

  • Load Next Chunk — loads records in smaller batches for a faster initial load. Click Load More to bring in the next set as you work. For example, in the below Asset List Console, you can see the highlighted button with + icon.
  • Load All — loads every record at once. Useful when you need the full dataset, but it can take longer on large record sets.

If a grid loads slowly, start with Load Chunk and switch to Load All only when you genuinely need the complete dataset.


Sorting

To organize your data, click a column header:

  • First click — sorts ascending (A→Z, 0→9, oldest→newest).
  • Second click — sorts descending (Z→A, 9→0, newest→oldest).
  • Third click — resets to the default order.

You can sort by any sortable column — look for the sort indicator (▲▼) on the header.


Expandable Views

Some grids group records under collapsible headers — for example, ICs grouped by user, renewal project, or account. In these grids:

  • Click the expand arrow (▶) next to a group header to reveal the records in that group.
  • Click again (▼) to collapse them.
  • Use Expand All / Collapse All (where available) to open or close every group at once.

The field a grid groups by depends on its configuration — common examples include grouping by account, renewal project, owner, category, or status.


Filtering and Searching

To narrow the grid to specific records, use filtering or search. Each has its own dedicated article:

  • Column filters refine the data already loaded in the grid — click the filter icon on a column header to filter by value. See How to Apply Column Filters in the Data Grid.
  • Server-side filters query the database directly and are the most efficient way to work with very large datasets — use the filter bar above the grid. See How to Apply Server Filters to Filter the Data in the Grid.
  • Search matches a keyword across visible columns in real time. See How to Search Records in the Grid.

Filtering and sorting work together — filter first to narrow the data, then sort to organize the results.


Tips

  • Combine techniques — filter first, then sort, then expand only the groups you need.
  • Use Load Chunk — it keeps the grid responsive; switch to Load All only when you need the complete picture.

Summary

The grid gives you several ways to get to the records you need — paging and loading options to manage volume, sorting to order your data, and expandable views to work through grouped records. For finding records by specific criteria, filtering and searching are covered in their own articles. If navigation options aren't available on your grid, contact your Grid Administrator to check the configuration.

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In this article
  • Introduction
  • Pagination
  • Loading Records
  • Sorting
  • Expandable Views
  • Filtering and Searching
  • Tips
  • Summary

Related Articles

  • How to Search Records in the Grid
  • How to Apply Column Filters in the Data Grid
  • How to Apply Server Filters to Filter the Data in the Grid

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