Working with Grids

Much of the information is entered and displayed in grids.

Saving Your Work in a Grid

When you add a row to a grid or make a change to the information in an existing row, your work is saved automatically when you tab or click off of that row.

Filter ()

You can click Filter in most grid headers to filter the grid results. The grid updates to display the records that fit the criteria that you enter. A filter icon displays to the left of the column name to indicate that you are filtering by a value in that column. To hide the filter fields, click Filter again. To remove the filter criteria, delete the text from the filter field. The filter remains in effect as long as you are in that view. However, if you leave the view and then return, the filter is no longer in effect.

Click to Sort

You can sort grid columns in Touchstone by clicking on the column header. An ascending () or descending () arrow displays to the right of the column name.

Click the column header again to change from ascending to descending and vice versa.

Refresh ()

Click Refresh to refresh the data in the grid.

Export ()

Click the Export icon to download all data in the grid to a .csv file.

Grid Settings ()

Some grids include a Grid Settings icon in the grid header that you can click to display the Select Columns dialog box where you can add, remove, or reorder field columns in the grid. In the dialog box, enter a character or word in either of the filter boxes at the top of the Available Columns and Selected Columns areas to filter the lists. A filter icon displays next to the heading when a filter is applied. Delete the text from the filter field to remove the filter criteria.