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Users can navigate between pages on the Grid by using the page navigation bar, located immediately below the Grid. Users can input specific page numbers to navigate to, move can move back and forth between pages by clicking the corresponding icons once.
- To see how to see how many records are preset in a Grid, see our page for The Count Report.
HINTNote: Rows per page can be extended changed to 10, 15, 25, 50, 100, 250 or 500 entries/page.
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The Grid Permissions button allows an Admin to set Grid level Permissions quickly.
AdHoc Grid Query Builder
The AdHoc Query Builder button allows an Admin to pull in the existing Grid query to modify and make an AdHoc grid quickly.
Toolbar
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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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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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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- Click
. From the 'View Saved Perspectives' form you can double-click a Perspective in either Grid or select one and click - 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.
HINTNote: Grid Perspectives, combined with Grid Reporting, become a powerful way for you to filter, format, and create queries and reports that you use all the time. Use the search and filters to limit only the items you want to see, format the Grid for the columns and column order you want and save it. Then, whenever you want to see this data or create a report on it, simply choose that Grid and all the info is at your fingertips without re-doing any steps. And don't forget you can have as many Perspective per Grid as you would like.
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Adding User Defined Fields to a grid (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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Single click the column header on which you want to search, enter the search value, and click Add Filter.
or
HINTNote: 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.
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- Click the column header that contains the Filter, and then click
- Click
. Then click - Click . Then click
.
HINTNote: You can have multiple Filters (search terms) on the same column.
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