Many screens in the application feature versatile grids that enable you to view many items at once. You can customize the appearance of each grid.

Any customizations you make are specific to each grid and apply only to your version of the application.

  • Click to add a row to the grid. Click to delete the active row from the grid.
  • Don't use the Delete button to delete a row from a grid. The Delete button removes the data listed from the entire screen. If you want to delete a single row from a grid, select the row and click in the first column of the grid. You can also delete a row by selecting the row and pressing Ctrl + Delete on your keyboard.
  • Fields with a yellow background are required. Fields with a white background are optional. Fields with a gray background are disabled.
  • Press Tab or Enter to move through the fields on a grid row. Pressing Tab or Enter moves to the next field that is enabled, based on the selections entered in previous fields.
  • If the last line in a grid is active, press Tab to move the cursor to the end of the row and press Enter twice to add a new line.
  • If the last line in a grid is active, press Down to exit the grid.
  • The application doesn't always display all columns in a grid by default. You can use the field chooser to select the columns that appear in a grid. For example, click in the upper left corner of the grid to display the field chooser.
  • In addition to using the field chooser, you can hide columns in the grid by clicking on the column you want to hide and dragging it out of the grid. You can drag columns you want to display from the field chooser into the grid.
  • You can move columns in a grid and arrange them according to your preference. For example, click on the column you want to move and drag the column to its new position. Use the two arrows as a guide when you drag the column. When you release the mouse button, the column appears in the location of the arrows.
  • You can sort any column in alphanumeric order. Click the header row of the column you want to sort. The sort indicator (a triangle pointing up) appears and the column sorts from lowest to highest or from A to Z. Click the header row again to sort from highest to lowest or from Z to A.

  • Hold the Shift key and click on the header row of multiple adjacent columns to sort by those columns.
  • Some grids allow you to view the data in a row in a "card view." A card view shows the notable information for a row on a single screen, eliminating the need to scroll back and forth. Other grids allow you to drill down to a more detailed view of the data in a row. If a card view or a detailed view is available for a row, a plus icon appears to the left of the row. Click plus to display the card view or detailed view.
  • Some grids contain a checkbox in the header row. Select the checkbox in the header row to select every checkbox in that column in the grid. Deselect the checkbox in the header row to deselect every checkbox in that column in the grid.
  • Grids on view screens allow you to customize and save a view of that grid using the Grid Settings pane. See Customize Grids for details.

  • You can paste data from a tab-delimited source, such as an Excel spreadsheet, into a grid in the application. To paste copied data, click in the row where you want to start the paste and press Ctrl+V. You may need to click Esc to exit the current cell before pasting into to the grid.
    Note: Consider the following when you paste data into a grid:
    • Data is not copied to sub-grids. You can copy data into sub grids separately.
    • The tab-delimited file and the grid must have the same columns.
    • You can hide or show columns in the application as needed to match the tab-delimited file.
    • Data is pasted from left to right. Click in the column that corresponds to the left most column in the tab-delimited file.
    • Do not copy the column headers from the tab-delimited file.
    • In the tab-delimited file, use 0 to represent a No value or an unselected checkbox. Use 1 to represent a Yes value or a selected checkbox.
    • The application will complete fields during the paste that it would complete during normal entry.
    • Fields are validated as they would be during normal entry.
    • Viewpoint recommends that you review all pasted data before saving.
    • Viewpoint recommends that you add a new line to the grid and paste the data into that line to ensure that existing lines are not overwritten.