Editable Grids

The Editable Grids button in the Work Task grid displays a view of grids that the user may modify. This feature streamlines the process of creating and editing multiple resources of different types and providing information about them.

editable

Requires the Work > Work Orders > General - Add permission.

Grid Elements

The Editable Grids view includes an grid for each type of Resource that can be attached to a Task. The grid that appears is the same as the grid that is available for each resource in the web.


Title	At the top of the page is the Title, which displays the Work Order Number - Task Name - Task Start Date.
	Add Resource	Adds an empty Resource to the associated Resource grid. Requires the Work > Work Orders > General - Add permission.
	Delete Resource	Deletes the Resource selected in the associated Resource grid. Requires the Work > Work Orders > General - Delete permission.
	# of Valid Records	Shows how many records of that type are valid for the Work Order's category. This number is found above each grid. Example: Of all the employees in the system only eight are linked to the the Work Order's category; so, only those eight may be selected in the editable grid.
	Show Only Parts on this Equipment	This appears above the Materials grid. This appears if the work order is assigned a category linked to the equipment module and if the first asset in the list is a piece of equipment. Check this box to modify the grids search behavior. When you add a new material it will check the Equipment Parts attached to the equipment record. The Material records available will reflect only those that are found in the Equipment Parts list.
	Save	Saves all edits made to all grids on the page and closes the page. Edits can also be saved by pressing 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 - Press the Tab key on your keyboard 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 does not have permission to edit restricted fields, they will be able to edit such fields in the editable grid; however, their edits to those fields will not be saved.

Hot Keys

CTRL + Shift + E navigates up

CTRL + Shift + W navigates down

How to add a Resource