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  • Features
    • Overview
    • Content Add-on
    • Supported ISO Standards
    • Transition Service
  • Pricing
  • Cases
  • Partners
  • Resources
    • Blog
    • Events
    • Help
  • About
  • NL

Getting Started

  • View an ISOPlanner demo
  • Select your language
  • Authorize ISOPlanner
  • Activate your standards
  • Create documentation categories
  • Start your subscription
  • Buy a content package

Main Concepts

  • How to set up your dashboards
  • How to work with processes and objectives
  • How to work with requirements
  • How to work with assets
  • How to work with risks
  • How to work with controls
  • How to work with the annual plan
  • How to work with tasks
  • How to set up the library
  • How to view the content of your standards

Administration

  • Reports
  • Store
  • Standards
  • Settings – General
  • Settings – Risks
  • Settings – Modules
  • Settings – Integration
  • Settings – Changelog
  • Settings – Import / Export
  • Teams and groups
  • Users
  • Subscription
  • Organizational units

Common Elements

  • Personal settings
  • Badges
  • PDCA Status
  • Tabs with content preview
  • List Actions
  • Related information pane
  • How requirements, assets, risks and controls relate to each other

Developer

  • Introduction
  • Power Automate
    • Using the ISOPlanner Connector

Release Notes

  • ISOPlanner release 2.9 – September 11, 2023
  • Home
  • Help
  • Common Elements
  • List Actions

List Actions

Open up a hierarchy #

A list of items that have parent-child relationships have options to open (expand) a set of items which are the child of a parent item. Individual items can be expanded, or the entire list of items.

Close a hierarchy #

A list of items that have parent-child relationships have options to close (collapse) a set of items which are the child of a parent item. Individual items can be collapsed, or the entire list of items.

Search #

The search field allows for entering text which will be searched in the name of the items.

Multi-select #

Select one, more or all the items in the list. Some actions (like Remove) can be applied on multiple items at the same time.

Add, Edit and Remove #

With Add a new item can be added to the list. The Edit button is active when one item is selected. Remove can be applied to one or more selected items.

Filter #

All lists can be filtered on relevant properties. For some lists, the last few applied filters are remembered and can be applied again – or removed – with checking a box.

What are your Feelings
Still stuck? How can we help?

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Updated on August 19, 2023
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Table of Contents
  • Open up a hierarchy
  • Close a hierarchy
  • Search
  • Multi-select
  • Add, Edit and Remove
  • Filter

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