Editable Grids

Clicking the Editable Grids button in the work task grid will bring up a view of editable grids. This allows users to enter and edit multiple resources of different types at once and fill out information about them.

Grid Elements

The Editable grid page includes an editable grid for each type of resource that can be attached to a task. The grid that appears will be the same as the grid that is available for each resource in the web.

Title

At the top of the page is the Title. The Title displays the Work Order Number - Task Name - Task Start Date.

Add Resource

Adds an empty resource to the associated resource grid.

Delete Resource

Deletes the resource selected in the associated resource grid.

Save

Saves all edits made to all grids on the page, and closes the page. Edits can also be saved by pushing CTRL+SHIFT+S.

Cancel

Cancels all edits made to all grids on the page, and closes the page.

Using the Grids

Sorting - Click on the column header in one of the grids to sort the records for that grid.

Tabbing - Push the tab button to move to the next field in the grid.

Specific Field Notes

Eden integrated fields - If a client is integrated with Eden they MUST edit the fields that are integrated with Eden (like Project Number) using forms.

Restricted fields - If a user doesn't have permission to edit restricted fields they will be able to edit them in the editable grid, however their edits in those fields will not be saved.

How To

In the Editable Grids page find the grid for the desired resource and click the Add Resource button.
A new line will appear in that grid.
Select a resource from the drop down list.
Note: When selecting resources only resources that are associated with the work order's Category will be available.
Fill out other desired fields.
When completed without edits on this page, click the Save button in the top right corner.
Note: NO edits are saved for the entire page until the save button is clicked.

Editable Grids

See Also