Grids
Grids display a list of related records in a table format. From a grid, you can review, select, and drill down into a record for further processing.
This table shows the icons you can use to select and access records within a grid:
Icon | Description |
---|---|
Select. After you select this check box, you can perform actions on the record, such as copy or edit. | |
Drill down. Click to view the record. | |
Expand/Collapse. Click to hide or show information contained in a row. | |
Sort order. Indicates if the column is sorted by ascending or descending order. |
Grid toolbars
Each grid is equipped with a static toolbar and a contextual toolbar. The static toolbar is displayed by default and typically includes a search field, the
button, and the menu. From the menu, you can access the export function, and row height and filter options.The contextual toolbar is an otherwise hidden toolbar that is displayed when one or more rows in the grid is selected. The toolbar shows the number of rows that you have selected on one or more pages of the grid. It typically includes buttons that you can use to apply universal actions to the selected rows, such as Edit, , , , and . It can also include action buttons that are unique to the function. For example, , , and other buttons are available in the contextual toolbar in Vendor Invoice Center Entry. If the buttons are too numerous to display on the contextual toolbar, you can select the action from the menu.
You can use personalization to edit the buttons on contextual toolbars.
Grid options
The grid options include the Export to Excel feature, Row Height options, and Filter options. You can access the grid options from the
menu.Export to Excel
You can use this feature to export the contents of a grid to a Comma Separated Value (csv) file. You can open the CSV file in Microsoft Excel and save it as XLS or XLXS. The method that is used to save the spreadsheet depends on your spreadsheet application.
The columns in the spreadsheet are displayed in order they are displayed in the grid. Hidden columns are not included in the spreadsheet.
Row Height
You can select Short, Medium, or Normal in the menu to change the height of the rows that display in the grid. The default value for this setting is Normal. If you change this value, it is not saved after you leave the function.
Show Filter Row
When you select Show Filter Row from the grid options list, a filter for each column is displayed in the grid header row. The type of filter available depends on the values in the column, for example, alpha, numerical, and date. Each type of filter offers several filter options, such as Contains, Starts With, and Equals. Select Clear Filter from the grid options list to delete the filter criteria.
Depending on your environment, the filter row for some grids might be displayed by default.
Grid pagination
You can select a Records Per Page value to change the number of records that are displayed per page.
When you select a Records per page value for a grid, that value becomes the default value for grids throughout the application, except grids in lookup windows. The default value is maintained after you sign out. If you change the default value, you must refresh other open functions to apply the new default value.
A separate default value is maintained for grids in lookup windows. Fewer records per page in a lookup window prevents excessive scrolling. The default value for lookup windows is also maintained after you sign out.
You can also control the totals records that are returned for all pages in a grid. To
override the default value of 500 records, configure the
UserSettings.DefaultRecordLimit
business rule in SA
Business Rule Setup.
Keyboard shortcuts for grids
This table shows the keyboard shortcuts to navigate within the grid:
Cell | Shortcut key |
---|---|
Adjacent cell | Arrow |
First cell of the current row | Home |
Last cell of the current row | End |
First cell in the current column | Page Up |
Last cell in the current column | Page Down |
You can press
to change the edit mode of a cell. If the cell is equipped with control that uses a down arrow, then the control opens when you press . Editable cells without controls switch to edit mode automatically when you specify a value or click in the cell. You are not required to press .