Working with Grids

Highlighted Cells

The Grid highlights all changes in a cell based on the defined value for the Highlight Changes Icon in the View options. This can be set from zero to 30 days. When set to one day or greater, the Field will be highlighted in green after changing it and will stay green for the number of days set.

Open

See Highlight Changes on the Working with Views page for information on setting the number of days to highlight changes in a Grid.

Field History

You can view the update history on any cell by right-clicking on it and selecting Field History. Once in the Field History window, you can recover any of the prior values for the cell using the Recover button.

In addition, you can click the Call Stack button to see a clickable Process ID. Clicking the Process ID displays the related data regarding the field change.

Cell Comments

Users can read and add Cell Comments to any cell within the Grid by right-clicking the cell and selecting Comments.

The Comments window displays.

To add a comment, type your comment and click Add.

When a cell has a comment added, there will be a green triangle in the upper right corner of the cell.

Group By

To group the Grid based on the values in a column, right-click on a cell within a column you wish to group by and click Group By. To ungroup, right-click on the grouped data and select Ungroup.

 The example below shows how to Group your Grid data by Region.

Expand ALL, Collapse ALL

On Admin Grid pages, you can choose to expand or collapse all of the grouped items in a Grid display. If the Grid has groups displayed, you can right-click in the header of any group and select either Expand All or Collapse All.

Watch the video below to see the Expand All/Collapse All feature work.

Sort ASC, Sort DESC

To sort a column in ascending or descending order, click in any header that has the sort button and then click the Sort ASC or Sort DESC icon.

Advanced Sorting

You can perform more advanced sorting with View options. See Modifying a View in the Working with Views page to learn about sorting columns (Fields) for a View.

Context Menu Option

Instructions

My Flag Color

Users can mark a grid cell with a colored flag icon for personal use by selecting the Context Menu option My Flag Color where they can choose from a set of ten colored flags. Once a cell is marked with a flag, the flag will persist on all grid pages that display the same cell.

Note:  Applied flags are stored locally in the browser and will not display if you log in to your system with a different browser.

To remove a flag, select None from the My Flag Color option. Depending on the field type, the flag icon displays on the right or left side of the cell.

Block/Unblock Calc

Users with privileges can Block/Unblock Calc in a Grid (or config form) without opening the Task Form.

The menu option to Block/Unblock Calc will be available :

1 - for the Start Projected Date (if User Settings is set to display both start and finish dates) or the Finish Projected Date (if User Settings is set to hide the start date)
2 - if the Task is assigned to the user
3 - if Start and Finish Actual dates are empty
4 - User has Edit privilege on TASK_BLOCKCALC_MOD security group

In the example below the task is marked with the Block Calc icon for a specific project:

Field Color

When a field has a Color Table selected on the Admin Field form, the Field Color option is available in the Context Menu. The Field Color selected on the grid or form will also show on the corresponding grid or form.

When the user chooses a Field Color, the current cell background and font color changes accordingly. To clear the selected Field Color value, select None.

Color Legend

When a number field has a Color Range selected on the Admin Field form, the Color Legend option is available in the Context Menu.

Copy

Copies the record which then can be pasted into another application outside of the Vizion system.

Copy URL

Copies the URL of the record to use in a browser.

If the cell holds multiple links, all URLs are copied as a comma-separated list of all of the URLs. After pasting, you can edit the multiple URLs to include a subset of the copied links. If you are pasting to a browser, you will have to edit the list down to one URL.

Copy as Link

Allows the user to copy a URL but replaces the URL string with a hyperlink in readable text. This format is useful for emails, chat, and documents.

If the cell holds multiple links, all URLs are copied as a comma-separated list of readable links. After pasting, you can edit the links to include a subset of the copied links. If you are pasting to a browser, you will have to edit the list down to one link.

Copy to All

Copy to All will copy the contents of the selected field to ALL cells in that specific column. 

Copy Shortcut

Copy Shortcut is available for E-File fields. Selecting it displays a popup window with the URL which can be copied for use.

The URL can be then used in documents, messages or pasted to an address bar.

E-File Download History

Lists each time the E-File was downloaded.

Field Info

Opens the Edit Field Form

N/A n/NA Task

Option to modify N/A value of a WP Task in a grid or config form without opening the Task Form. Right-click menu option to N/A or Un-N/A will be available, if :

1-Task discipline is assigned to the user

2-The task is not required,

3-Start and finish actual dates are empty

4-User has Edit privilege on TASK_NA_MOD security group

Relation History

Opens the Relations History Form.

The Relation History shows any Relation that has been assigned to the Trackor.

Search by Value

Used for Quick Search. Quick Search displays the corresponding column for the cell, the selected value in exact search mode, and applies the search.

Task Form

Opens the Task Form of the associated Workplan task.

Trackor Type Info

Opens the Edit Trackor Form

Vertical / Horizontal Scrolling

Users can click in the grid and scroll:

• vertically using the mouse wheel to scroll up and down the grid.

• horizontally by holding down the shift key and using the mouse wheel to scroll right and left across the grid.

Hyperlink Text

Blue text is a hyperlink that will open a new window or Applet typically used to display more information for a Trackor.

Copy Multiple Cells

Users may select a cell and drag over additional cells to copy. Upon releasing the mouse button, the fields are copied to the clipboard.

Copy To Multiple Cells

Users may select a cell and click bottom right corner to get a plus sign. Drag over the cells to copy TO and release mouse button. A message will appear to confirm the copy. Click OK.

Grid Record Navigator

(Record Count)

At the bottom of the Grid, you see the number of records displayed on the page and the total number of records for this Grid. In the example shown below, the first 100 records are displayed out of a total of 258 records. (Remember that Views and Filters affect the number of rows displayed in the Grid.)

The numbers in black indicate which rows are currently being displayed in the Grid, while the record count hyperlink (in blue) number indicates the total amount of rows that are available. Clicking on the hyperlinked number will open the Grid Stats form. Clicking the arrows on either side allows the user to view the previous/next pages of the Grid if there are more rows available than currently displayed.

To optimize grid loading, we have limited the Grid Record Navigator drop-down to 10,000 rows. In the example below, there are 600k records in the grid, but the navigator drop-down shows only the first 500k due to the 10,000 row limit (50 per page x 10,000).

Expand Icon

Located to the right of the Application Grid Record Navigator (and sometimes in the upper right corner of a window), the Expand icon expands the display. For a Grid, expanding hides some of the Header and Command Bar items. Click the Expand icon again to redisplay the items.

Hover Over Column Heading

(Tool Tip)

Hovering over a column heading will display information about the field.

The text that displays comes from the Description on the Edit Field - General Info tab.

Trackor Chats

Users are able to read and post comments for a Trackor by selecting the chat icon. If the selected Trackor has an unread chat message, the Chat Icon will be magenta. 

See Understanding Trackor Chats for more information.

Lock Fields

Users with lock/unlock privileges are able to lock/unlock fields in the grid.

The following rules apply:

1. All lock icons are hidden by default independently of the state.

2. Lock icon for a certain cell is shown on mouseover.

3. If the lock icon state has been changed (locked or unlocked) then it will become green and visible until these changes are saved. 

4. Lock icon position depends on cell text alignment; it will be at the right for left-aligned cells and at the left for right-aligned (numbers and dates).

Lockable Multi EFile Field in Grid (unlocked and locked)

  Lockable Multi EFile Field in Form (unlocked and locked)

Adding Color Coding to Grid Cells

There are multiple approaches that can be taken to apply color coding to cells which are both manual and automated. This functionality is configured through the use of field configuration tools. See Coloring a Field.

Select All on Selector Grid

Selector type grids offer a Select All icon and a Select All checkbox. Be sure to wait for the grid to fully load before clicking one of these elements or not all will be selected.