Working with Grids

Much of the information is entered and displayed in grids.

Grids display on many forms and in some dialog boxes.

Grids make it easy for you to sort and organize data. You can customize the view or order of columns, select all or unselect all records in a grid, and export data from a grid to a spreadsheet or .CSV file.

Saving Your Work in a Grid

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

You can click Maximize to expand the grid. This makes it easier to see more columns in the grid without having to scroll as much.

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. To hide the filter fields, click 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 However, if you leave the view and then return, the filter is no longer in effect.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 the column header again to change from ascending to descending and vice versa.

Some grids include the Grid Settings icon in the grid header. You can click it 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 displays next to the heading when a filter is applied. Delete the text from the filter field to remove the filter criteria.