Grids display a list of individual records from the module associated with the view. Each record displays a set of general information (customized by the system administrator). If a record has related children records, then the parent record can be expanded to display them.
Grids also provide tools that enable users to control how they view and manipulate data. This page describes the types of functionality found in a grid how to perform common actions.
Grid Elements
|
Toolbar |
Appears at the top of each grid. Tools appear only if they are available for this grid, the user has proper permissions, and the administrator has activated the tools. More information about grid tools. |
|
Save Customizations |
Saves the user's customizations (column width, and sorting) to the grid. Click the drop-down arrow next to the tool for the option to Clear this grid's Preferences and remove customizations from the current grid. |
|
Grid page navigation |
Lets users control how many records are displayed on a page and move through pages of records. |
|
Column/Field names |
Identifies the nature of the data in the column. Column names correspond to field names. To change a column width, click and drag the right edge of the column. |
|
Column sorting/filtering |
Allows the user to control how records are displayed (sorting) and which records are shown (filtering). Mouse over a column header to see the column sort and filter buttons. Click the up/down arrows to view ways to sort the columns. Click the funnel button to perform a quick filter on that single column. More information about sorting and filtering. |
|
Expand records |
Expands the record to display related child records. This button appears only if the view that contains the grid allows child records to be shown. If the plus sign is white, there are no associated child records. If the plus sign is green, child records exist. |
|
Collapse Record |
Collapses the record to a single line and hides any child records. When a record is expanded, the button image changes to this minus sign. |
|
Child Record tabs |
Appear when a record is expanded. Each tab in the row represents a type of child record. Click a tab to view a child grid for that type of record. The number in parentheses is a count of the number of child records available. |
|
Child Grid |
Embedded within a record to show its children or related records. Child grids function like other grids; Any record added to a child grid is automatically associated with the parent record. |
|
Open Record |
Opens the record in a Form. Forms show more detailed information and enable users to edit that information. More information on using Forms. |
|
In This Section |
