The Trackor Browser page displays data based on the selected View and Filter for the page in a grid format. (See Working with Views and Working with Filters.) From here you can manipulate the grid to:

update data
alter how data displays
gather information on data fields.

For information on the Trackor Browser Page as a whole, see Understanding the Trackor Browser Page.

Updating Grid Data

You can update data in the grid by changing an individual cell or using one of the action buttons available on the Command Bar.

In User Settings, you can set Grid Edit Mode to single or double click to match your preference. For more information, see the Grid Tab section on the Configuring User Settings page.

If you edit a cell, the following message displays to Undo, Redo, or Save Changes.

While most fields can be updated, there are limitations to what you can update based on security privileges and the nature of the field setup. For detailed information on these exceptions, see Field Update Exceptions.

Note:

The cursor turns into the hand pointer when hovering over cells that can be updated.

The cursor remains the arrow pointer when hovering over cells that cannot be updated.

The action buttons on the Command Bar allow for more extensive changes to grid data. See Understanding the Trackor Browser Page for more information on the Edit, Row Editor, Add, Clone, and Delete buttons.

Note that (other than for deleting) these actions allow you to make changes on a form as opposed to the grid and have the option to click Save/Apply to save the changes and stay on the form, or click OK to save the changes and return to the grid. For more information, see Working with Applets / Tabs / Forms.

Identifying Changes to Grid Data

The Grid has multiple features for tracking changes to data including:

Highlighted cells
Field History
Comments

On this page:

1 Updating Grid Data
2 Identifying Changes to Grid Data
- 2.1 Highlighted Cells
- 2.2 Field History
- 2.3 Cell Comments
3 Grouping, Sorting, Filtering Data in the Grid
- 3.1 Group By
- 3.2 Expand ALL, Collapse ALL
- 3.3 Sort ASC, Sort DESC
- 3.4 Advanced Sorting
- 3.5 Filtering Data from Column Header
4 Using Other Options in the Cell’s Context Menu
- 4.1 My Flag Color
- 4.2 Block/Unblock Calc
- 4.3 Field Color
- 4.4 Color Legend
- 4.5 Copy
- 4.6 Copy URL
- 4.7 Copy as Link
- 4.8 Copy to All
- 4.9 Copy Shortcut
- 4.10 E-File Download History
- 4.11 Field Info
- 4.12 N/A n/NA Task
- 4.13 Relation History
- 4.14 Task Form
- 4.15 Trackor Type Info
5 Additional Grid Features
- 5.1 Vertical / Horizontal Scrolling
- 5.2 Hyperlink Text
- 5.3 Copy a Range
- 5.4 Copy To Adjacent Cell(s)
- 5.5 Grid Record Navigator
- 5.6 (Record Count)
- 5.7 Expand Icon
- 5.8 Hover Over Column Heading
- 5.9 (Tool Tip)
- 5.10 Trackor Chats
- 5.11 Lock Fields
- 5.12 Adding Color Coding to Grid Cells
- 5.13 Select All on Selector Grid
- 5.14 Expand Cell to See Truncated Text
6 Administration for Grids

On this page:

1 Updating Grid Data
2 Identifying Changes to Grid Data
- 2.1 Highlighted Cells
- 2.2 Field History
- 2.3 Cell Comments
3 Grouping, Sorting, Filtering Data in the Grid
- 3.1 Group By
- 3.2 Expand ALL, Collapse ALL
- 3.3 Sort ASC, Sort DESC
- 3.4 Advanced Sorting
- 3.5 Filtering Data from Column Header
4 Using Other Options in the Cell’s Context Menu
- 4.1 My Flag Color
- 4.2 Block/Unblock Calc
- 4.3 Field Color
- 4.4 Color Legend
- 4.5 Copy
- 4.6 Copy URL
- 4.7 Copy as Link
- 4.8 Copy to All
- 4.9 Copy Shortcut
- 4.10 E-File Download History
- 4.11 Field Info
- 4.12 N/A n/NA Task
- 4.13 Relation History
- 4.14 Task Form
- 4.15 Trackor Type Info
5 Additional Grid Features
- 5.1 Vertical / Horizontal Scrolling
- 5.2 Hyperlink Text
- 5.3 Copy a Range
- 5.4 Copy To Adjacent Cell(s)
- 5.5 Grid Record Navigator
- 5.6 (Record Count)
- 5.7 Expand Icon
- 5.8 Hover Over Column Heading
- 5.9 (Tool Tip)
- 5.10 Trackor Chats
- 5.11 Lock Fields
- 5.12 Adding Color Coding to Grid Cells
- 5.13 Select All on Selector Grid
- 5.14 Expand Cell to See Truncated Text
6 Administration for Grids

Update Action	Explanation

Update Action

Explanation

Highlighted Cells

The Grid highlights all changes in a cell based on the defined value for the Highlight Changes (Days) option in the View options. When set to one day or greater, the Field will be highlighted after changing it and will stay highlighted for the number of days set. This is also true for fields (other than primary key or primary class field) added on a new record.

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 on either the Field Value or Value Color (if applicable for the field) tab 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. In addition you can Edit and Delete comments. The Author field is a hyperlink to the User Trackor form.

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

Grouping, Sorting, Filtering Data in the Grid

The Grid also supports the grouping and sorting of data to help users access the information they need.

Action	Instructions

Action	Instructions
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. The order number for the values for drop-down and selector fields affects sorting of values in the grid. Sorting is done by Order Number and not alphabetically. To make changes to the order number for these fields, see Reordering V-Table Values (Alphabetize).
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.
Filtering Data from Column Header	For some field types, you can click the column header to choose filtering options. See Using Quick Search. See Working with Filters for creating and saving filters to reuse.

Using Other Options in the Cell’s Context Menu

The Context Menu is the list of options that displays when you right-click on a grid cell.

On a form, you open the Context Menu by left-clicking the field label.

Some Context Menu options have been covered in the above topics.

The list in the Context Menu will differ depending on the configuration of the data field and the user’s security permissions.

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: The P 1000 task for this project has Block Calc applied.
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. This option displays only for fields, not tasks. 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 contents of a cell which then can be pasted elsewhere. Copy a range of cells - You can hold the left mouse button on a cell and drag it over a set of cells creating a range of values that will be copied to the clipboard upon release of the mouse button.
Copy URL	Copies the URL for a hyperlink to paste in a browser or other application. 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. Copy as Link provides a link in readable text. 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

Additional Grid Features

Feature	Benefit

Feature	Benefit
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 a Range	When a grid view is not grouped, you can select a range of cells to copy. Simply highlight the first cell in the range by clicking and dragging down to capture the desired range. Releasing prompts the system to display a “Selection Copied” message, and you can now paste the text into the desired application.
Copy To Adjacent Cell(s)	To copy the contents of a cell to the next Trackor record(s) in the grid, the user can click the bottom right corner of the cell to copy and then drag the square over the range of cells to copy to and release. See Limits for Copy to Adjacent Cell(s) Feature on the Field Update Exceptions page for information about when this feature is not applicable.
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: All lock icons are hidden by default independently of the state. Lock icon for a certain cell is shown on mouseover. If the lock icon state has been changed (locked or unlocked) then it will become green and visible until these changes are saved. 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. 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.
Expand Cell to See Truncated Text	Sometimes a cell holds more text than is allowed to display on the grid and sometimes the grid is set to a Compact View (see Working with Views) so that each row in the grid does not wrap text, but truncates text in order to take only one line of space. You’ll know this is the case when you see an ellipsis at the end of the text. If you need to see text that is truncated: To access the full text, click the cell (or double-click depending on your User Settings for Grid Edit Mode) so that the cell is outlined in red and a scrollbar displays. You can use the scrollbar to scroll through the text, and/or you can resize the cell. To resize the cell, move your cursor to the bottom right corner of the cell until you see a double-headed arrow. Click and drag the cell corner as desired. For Compact View, when you click away from the cell, it redisplays in a single line.