Navigating the grid

When you select a business object, the grid is populated with the records of that business object, such as accounts or organizations.

To specify which columns of data to display, click Columns and select Manage Properties. Select or clear the appropriate check boxes on the Standard tab of the Manage Properties dialog box.

Depending on the number of columns displayed, it may not be possible to view them all without scrolling to the right. In this case, columns to the left may become hidden. To prevent this, you can freeze a column. The selected column, and all columns to its left, remain visible when you scroll to the right. Click Columns and select Freeze Columns. In the Freeze Columns dialog box, select the column to freeze. To unfreeze columns, select None.

Use the up and down arrows to the right of a column heading to sort the column's data in ascending or descending order. The arrows are displayed when you pause the mouse on a column heading.

Depending on the type of data in a column, column headings contain filters, lists, and check box selectors to filter the data that is displayed the grid. Filters include Equals, Does not equal, Starts with, etc.

Click the three-dot More icon for options to clear filters that you have set, or to hide the filter options.

Use the check boxes in the first column to select one or more rows. A contextual menu bar is displayed at the top of the grid. Optionally, use the Selected Only slider to display only the selected records. To delete the selected records, click the Delete icon.

When you add, edit, or delete a record, the Status column displays an icon. Edited cells are also flagged. The icon and flags are removed when you save the grid.

For schedules, the grid includes a list from which you can select schedules, details, and schedule groups. The selections that you make in the list determine which Add and Upload options are available at a particular time. For example, you cannot add a grouping if an individual schedule is selected in the list.