Grid Views

Overview#

• Data appears as tables, much like spreadsheets, using columns (Fields) and rows (Records).
• The columns represent the various fields or attributes of the data, whereas the rows represent individual records or instances of the data.
• To show records in the grid, set a Data Filter (optional) and click View (button), which is normally at the top right of the window.

Settings#

User Settings#

Column Layout#

The layout and appearance of the columns can be changed as follows:

Resizing#

• The width of columns can be resized by dragging the dividing line between columns left or right.

Best Fit#

• To adjust a single column, right-click a column header and select Best Fit. This feature adjusts the column width to fit the widest content.
• To adjust all the columns, right-click a column header and select Best Fit (all columns).

Reordering#

• Columns can be moved by clicking and holding the column header and then moving the column until green arrows appear. Release the mouse button to place the column there.

Ascending/Descending Order#

• The records in columns can be sorted in ascending or descending order by clicking the column header.

Adding and Removing Columns#

• To add or remove columns click the Field Chooser (*) in the first column. Check the checkboxes to add columns and uncheck the checkboxes to remove columns.
• To remove a single column, right-click its header and select Remove This Column.

Grid Search#

Search Bar#

• The Search bar appears at the left of the workspace, directly above the grid.
• It only appears after the grid is populated (that is, after View (button) is clicked).
• Full or part keywords can be entered the search block. The feature looks for the text in either all the records or only in the reference fields.
• Applying grouping filters may temporarily suppress the search bar.

Removing a Search Keyword#

• To remove the search filter, click the x in the Search block. (The x turns red when you hover your mouse over it.)

Column Grouping#

Group by Field#

• Entries in a column can be grouped by right-clicking a column header and selecting Group By This Field.
• When grouped, the grouped column is switched to become the first column and the entries become headers that can be collapsed or expanded.

Removing 'Group by Field'#

• To remove the Group by Field feature, right-click the column header and select Remove from Grouping.
• Alternatively, drag the column header back into the grid. However, using this option leaves the grouping field active.

Group by Box#

• This feature allows multiple layers of grouping. The records are grouped in the order in which the column headers are selected.
• Right-click a column header and select Group by Box.
  • An empty field appears above the grid.
  • Drag the columns into this field in the order that you want to group them.
• Use the small arrows next to the headers to collapse or expand the groups.

Group by Box-Reorder#

• Groups can be changed by clicking and holding a header and dragging it to a new position.

Removing a Field from a Group#

• Right-click a header and select Remove from Grouping.

Clear Group by Box#

• To remove the feature, right-click an empty space in the grouping bar and select Clear Grouping.

Filtering#

Records in a column can be filtered by clicking the small filter icon in the right corner of the column header.

A dropdown list appears with all the entries. Check or uncheck the entries to display. The following options are also available:

• Custom: Lets you customise the filters (see below).
• Blanks: Displays records with no entries. Only available if some records are empty and some are completed.
• NonBlanks: Displays only records with entries. Only available if some records are empty and some are completed.
• Date options (e.g. yesterday, today): Only applicable to date columns.

Custom Filters#

Click the Custom option to open a popup to apply multiple filtering options.

Saving Custom Filters#

• Custom Filters can be expanded and saved by clicking Customize (button) in the bottom left corner of the display.
• The button only appears after a custom filter is created.

Removing Filters#

Active filters appear in the footer. Click the red X next to the filters to clear them.

Alternatively look for the column that has a blue filter icon, click the icon and click All on the dropdown list.

Saving and Restoring Layouts#

• The grids have default layouts with the most used columns exposed, and the rest hidden. This layout is named the Default Grid.
• You can change this layout and save those changes.
• The functions to save or restore the grid are under Menu (button).
• Different modules have different save and restore features and include one or more of these options:
  • Save Grid
    • Save Grid: Saves the grid for the current user.
    • Save Grid (All Users): Saves the grid for all the users.
  • Restore Grid
    • Restore Grid: Restores the grid for the current user to the last saved grid.
    • Restore Default Grid: Restores the grid for the current user to the default grid. Requires a restart to apply the changes.
    • Restore Default Grid (All Users): Restores the grid for all the users. Requires a restart to apply the changes.