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Grid Toolbar
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Each Grid features a Grid Toolbar located immediately above the Grid itself. While the icons that populate the Grid Toolbar depend on the nature of the Grid, Users can typically access the Grid Toolbar to search the Grid, add or delete items from the Grid, and edit existing items on the Grid.
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To display all column filters currently applied to a Grid, Users can click on the 
button located on the Grid Toolbar. By applying additional filters, a User can search for a specific item or group of items with superior precision. From this control area, Users can change the logical operator used for connecting filters (AND vs. OR), remove filters, or clear all current filters. Note that clearing all filters doesn't remove terms entered in the Basic Search tool.
To save screen space, Users can hide the filter display by clicking the 
button.
Filtering individual columns
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Note: You may add as many Filters as you like to the same column or multiple columns. When a filter is added to a column, a 
is placed in the header. Note: you can make the search even more specific by clicking on the Filter Type drop-down and choosing one of the other search options. The options shown depends on the type of data in that column.
Advanced Filtering
Users have the ability to search relative dates using the Date/Time filters. If the User searches using x days to y days, "Through", "thru", and "to", are interchangeable and will provide the same result. The "+" is for future dates, and the "-" is for past dates. Additionally, the language parsing will take all of these values: "Year/Years" "month/months" "day/days" "week/weeks" "hour/hours" "minute/minutes" "second/seconds".
" to -30 days" - For all records older than 30 days.
The space before " to" is critical for past dates. The parser will not recognize this string: "to -30 days" but will recognize " to -30 days".
"10th of last month - 24th of this month" - This displays all records from the 10th of last month to the 24th of this month.
Change Search Terms on an Existing Filter
Click the column header of the Search Term you wish to change. Once you've opened the Filter you can click on the existing Search Term to populate the Value field. After you've changed it to the desired value, click the 
button.
Removing an Existing Filter
There are a couple of methods to do this:
Click the column header that contains the Filter, and then click the
icon.
OR
Click the
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- button.
Then click the
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- icon.
OR
Click the
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- button.
Then click the
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button.
Note: You can have multiple Filters (search terms) on the same column.
AND vs OR Filtering with Match Any
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Match Any will take the provided value, split it up on comma, and apply each item as an OR condition, so if any value in the comma list is a match, the row will be included:
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For Example: using the default AND filter connection (under "Show Filters" on the grid).
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COLUMN_A - unfiltered -------- North Pole: Santa North Pole: Bears South Pole and Pittsburgh: Penguins The North Star is in the Small Bear constellation Northern Lights are trippy I've never seen Northern Lights, nor penguins |
Apply filter Starts With:"north" to COLUMN_A, you get only records that start with "north" (filters are not case-sensitive). In this case, "Northern" also matches, even though it's not the exact word "north".
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COLUMN_A - [Starts With: "north"] -------- North Pole: Santa North Pole: Bears Northern Lights are trippy |
If a User filter further for rows that have "santa" or "bears", two separate filters for Match All:"santa" then Match All:"bears" will not work because no results will be displayed, since there are no rows that start with "north" AND have "santa" AND have "bears" in COLUMN_A.
The User must instead add Match Any:"santa, bears".
The list gets split up and builds a condition group that expands to:
Starts With:"north" AND (HAS:"santa" OR HAS:"bears")
The results should now look like:
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Now you clear all filters. You want to see the row that starts with "Northern Lights" but no others with that phrase. You also want to see any rows that mention "south" or "bear". Filtering by Match Any:"northern lights, south, bear" doesn't work because anything that HAS HAS "northern lights" will be included.
Instead, set one filter Starts With:"northern lights" and a second filter Match Any:"south, bear". Initially, no results will show up. Click the "Toggle Filters" button and switch the condition connector to OR.
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because the conditions are: Starts With:"northern lights" OR (HAS "south" OR HAS "bear").
Grid Buttons
Adding an Item to a Grid
Most Grids allow Users to add new items to their lists. To add an item to a Grid, simply click the 
button on the Grid Toolbar.
To save a new item to the Grid, the User must click the button located at the bottom of the Data Entry Form in order for the item to be saved in the Grid. The new item appears in the appropriate Grid.
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To open an item on the Grid, simply double-click that item. On most Grids, an item can also be opened by highlighting the item with a single click and selecting the 
button located on the Grid Toolbar.
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To remove an item (or items) from a Grid, simply highlight each item to be removed by clicking on it once. Users can highlight multiple items using a Windows standard method. Select the first line then shift-click to select a range or Ctrl + click to select more than one line. To delete the highlighted items, click the 
button located on the Grid Toolbar.
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There is an option to have either a QR Code or a bar code attached to a given printable document in the Configuration Guide to make tracking documents easier. From the Print Screen, a User can either click 
or 
. The PDF can be used in all the normal ways you might need a PDF file.
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Once a Grid has been formatted to suit a User's needs, the User can save the specific Grid settings by accessing the 
button located on the Grid Toolbar.
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Modify the Grid to reflect your perspective (add filters, move or hide columns, set the sort order, etc.). Click on 
on the far right column header. Give the Perspective a Name. You can also optionally specify if the Perspective is the Default for that Grid for you, not for all Users and if it is Shared with other Users. Click 
.
Formatting a Grid for a Perspective
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Click on a column header and drag it to a new position.
Click on .
In the Arrange Columns box, drag and drop the columns until they are in the desired order.
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Users can also show or hide columns on the Grid. To do so, click on . In the Arrange Columns box, a checklist is displayed that includes each column that can be displayed in the Grid. To hide a column from the Grid, a User can uncheck the box next to the appropriate column. To show a column, a User can check the box next to the appropriate column.
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The Grid rows are collapsed by default. However, should a User wish to hide the additional row information after Expanding a row, locate the button on the right-hand side of the grid near the scroll bar and click it and the grid hides the extra information.
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Expand a Row
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To show all the information in a row, the User must locate the button on the right-hand side of the Grid near the scroll bar. This button is only present when there is data in a row that is hidden. When the button is located, the User can click it to reveal all the data hidden in the row.
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Change the grid so it shows the desired information. Click on on the far right column header. Make sure you have the correct Perspective name in the Name field and click .
Note: If you used search text input or Filters to limit the content of your Grid, these search parameters are also saved along with your Perspective so you don’t need to re-enter them every time.
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Once the customized Grid settings have been stored, they can be accessed at any point. There are multiple ways to do this.
Click. From the 'View Saved Perspectives' form you can double-click a Perspective in either Grid or select one and click 
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You can also click on 
and choose the desired Perspective from the drop-down list.
If at any time you want to switch back to the original perspective, click on and choose Original Perspective.
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How to create a Browser Bookmark:
How to create a System Bookmark:
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Note: When creating a Perspective Bookmark, remember if a Perspective is the Default Perspective for that Form, there is no need to use these processes. Every time a User Navigates to a Form, the Default Perspective will always be the first to load, unless you have manually created a Bookmark to the specific Perspective you wanted.
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The initial automatic load of Grid data can be controlled in two ways:
Per Grid in the Perspective
Globally for your User in the green Perspectives tab between Main and Admin
Adding User Defined Fields to a Grid (UDFs and UDCs)
If we have a User Defined Field that we would like to see in the Grid we can click on and click the User Defined Columns text. This opens the 'User Defined Column' (UDC) form and we can select any of the User Defined Fields that we have added to the form. When we add these UDCs, they will be added as a searchable and filterable column to the Grid.
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Custom Reports can be linked to a grid using the drop-down arrow next to the
button and selecting the "Custom Reports" option. This will open the "Manage Report Links" form. This option is only available to system administrators.
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Once a Report is attached to the Grid it will show up in the drop-down menu. When a grid row is selected it the attached reports can be opened.
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Users can generate a printable report (in HTML, PDF, or CSV format ) of any Grid or section of Grid by clicking on (located on the Grid Toolbar). In the 'Generate Report' form, Users can generate reports from the Grid, by page, by row, or by selection.
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This will open the 'View Saved Perspectives' form.
Select the Perspective you want to schedule from the My Perspectives section of the form.
Click 
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This will open the 'Schedule Report' form.
On this form set the Frequency, Next Run Date, File Type, and the emails to send that Report to the desired values and click 
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The Report will now be scheduled and reflected on the View Saved Perspectives form in the Frequency and Next Run Date columns.
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Grids can be set to automatically refresh on a specific interval. Click on and check the box labeled "Automatically reload…" and enter the Refresh rate (in minutes).
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On the View Saved Perspectives screen, when you select a Perspective, there is now a 
that allows you to copy the URL link to that specific Grid perspective.
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Each Grid features a Page Navigation Toolbar located immediately below the Grid itself.
Grid Permissions 
The button allows an Admin to set Grid level Permissions quickly.
AdHoc Builder 
The button allows an Admin to pull in the existing Grid query to modify and make an AdHoc grid quickly.
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This functionality is universal across all Grids within PCR-360. Clicking the 
or the 
will move the User between pages of the content that is loaded into the Grid. Users can click the 
icon to view a count of all the records that have loaded into the Grid. Once the number of records has been counted, the Page Number field on the Toolbar will become editable.
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To update the Grid data with any changes made since it was last loaded, click 
next to the Page Navigation bar. Refreshing a Grid does not affect the User's Grid settings.
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To copy information from a Grid Cell, right click on the selected cell. This will display a 
button. Clicking the Copy Cell button will copy the text inside the cell to the clipboard.
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To see how many records are present in a Grid, see our page for The Count Report.
Training Videos
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