Grid Editing, Filtering, and Grouping
Related Documents
Video
Column Adjustments
Note: once our changes have been made, right-click over the body of the grid and select "Save My Grid Layout" or add a New View
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Adding/Removing/Re-Ordering Columns
Adding a Column
Right-click over the grid header row and select "Column Chooser" from the menu.
Choose from the Customization screen which columns you would like to add by double-clicking the option.
Removing a Column
Right-click over the column header you want to remove, and select "Hide This Column".
You can also remove the column from the grid by clicking the header and dragging upwards until the black "X" appears.
Re-Ordering Columns
You can re-order columns by grabbing and dragging them to new positions on the grids.
Sizing Columns
1. You can drag the sides of the columns until they appear properly sized on the grid
2. You can right-click over the column header and select, "Best Fit" for a specific column or you can do the same for all of the columns and select "Best Fit (All Columns)".
Search, Filter, Group-by Columns
Search
Search Within Column
You can search within a column by right-clicking and selecting " Show Auto-Filter Row". With this row (located at the top of the grid), you can key in and search for a specific record.
Search Within Entire Grid
Right-click over one of the column headers and then select "Show FInd Panel" from the menu. You can also key (Ctrl + F) in order to show the Find Panel. You can enter whatever keyword you would like to filter from the records with the FInd Panel.
Grouping-By
1. To group, drag the column header UP and drop it into the grid header to group-by the column.
2. To ungroup, drag the column header that is currently grouping the tab DOWN to the grid to its original spot (or right-click and select "Clear Group".
Sub-Reports
In the grid of the "In Process" tab, click the "+" next to the folder number if it is bold to access the sub-report.
Note: the onlt sub-report available is for Repair Technicians currently
Filters
1. One way you can filter is clicking the filter icon on the column header to filter items within that specific column. \
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2. Another way you can filter is by using the Filter Editor. Right-click and select "Filter Editor". This allows you to create your own custom filters and filter by multiple items. See Creating a Custom Filter for more information.
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If you click on the blue hyperlink, you can switch between the different column names to filter by. If you click on the green hyperlink, you can choose what kind of filter you want to use. FInally, you will enter in what keyword you want to use as a filter to find the records you need. Click "Apply" to check if the filtering did what was needed, and click "OK" when you are done with the Filter Editor.
Clearing Filters
You can clear all of the filters by clicking the "X" at the bottom of the screen that shows what the filter contains.
You can also clear a filter on a specific column by right-clicking and selecting "Clear Filter".
