Category:Grid

Grid screens display information in a table form. Most grid screens have the same layout. These screens consists of four components

Contents 1 Toolbar 2 Field Headlines 3 Search fields 4 Data grid

Toolbar

With the toolbar you can navigate through records, apply or remove filter criteria and create Excel or PDF Output of the content shown in the grid.

Show first page, go back to the beginning of the list

Show previous page – go back to the page before

Show next page – move one page forward

Show last page – go to the end of the list

Clear all search fields – use this button to remove all search criteria you entered in your list before. The original list will be shown after pressing this button.

Apply search criteria – use this button to get a list of all data as a result of the search criteria you filled in.

PDF-Export – use this button to create a PDF document of your current list. The Document will only contain the data shown in the grid, which means that filter criteria will also be regarded when creating the list.

Excel-Export – use this button to get an XLS document of your current list. The Document will only contain the data shown in the grid, which means that filter criteria will also be regarded when creating the list.

New Record – use this button to get an empty single-record-screen for inserting a new record.

In the search-field you can enter a search-value to find records with match this value in one ore more fields. In contrast to the search-criteria in the search bar below the search is not limited to a certain column in the grid screen. For example it is useful if you look for a name and you are not sure whether the text is written in the short or in the long-description-field.

Field Headlines

With the field headlines you can define the sort criteria for the list. If you click on a certain headline, the list will be sorted by the information of this column. A second click will invert the sort from ascending to descending.

Search fields

In the search fields you can enter any value as a search criteria for the list. You can choose both just one or several search entries. You apply the search filter by hitting the button. After that only the records which match your search criteria will be shown in the list. With the button you clear all filter entries and go back to the complete list of records.

In some of the search fields you find a symbol at the right side of a field. This means that instead of inserting any value you can choose an entry from a list. The list appears after hitting the . Here you can choose a record by clicking the row. The search field will automatically fill with the entry you chose in the list.

Data grid

The data grid displays a row for each single record. The number of rows shown in one page depends on your entries in the preferences task.

Some data grids contain a copy and an update button at the beginning of a row.

By pressing the update button or if you just click on a row in the list you enter the single-record-screen of the record you chose in the list. Here you can update the record by editing single values in the task.

By pressing the copy button you create a copy of the recent record which means you insert a new record based on the data you copy. Remember that in most cases you have to change at least one field’s entry to ensure that you don’t create two completely similar records. However, this is the easiest way to create a new record because you don’t have to fill in all the fields, you just change the values which are different to the source record.