Customize

Most data types show up in customizable grids.  The user is able to select the fields that they want to appear in each grid by clicking on the  in the upper right hand side of the grid and check marking the column header names.  The order of the columns can be changed by simply dragging and dropping them in the desired order.  Column widths may be changed by hovering over the column line and dragging it to the desired size.  Each user's customized settings will be automatically saved and used the next time they access the grid, even after logging out and back into the system.

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Clicking on a row in the grid brings up a highlight view of the record you are on.  To remove the highlight view the user can click on the row again or click on the  in the corner of the view.

Filter

Users will be able to filter grid results directly via a "filter row", which is directly beneath the column headings as shown here: 

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• =value or .eq value will select all records equal to the value entered
• > value or .gt value will select all records greater than the value entered
• >= value  or .ge value will select all records greater than or equal to the value entered (default behavior for numeric fields)
• < value or .lt value will select all records less than the value entered  
• <= value or .le value will select all records less than or equal to the value entered
• <> value or .ne value will select all records not equal to the value entered
• ~ value or .like value will select all records starting with the value entered (only works for text fields; this is the default behavior for text fields if no operator is entered)
• *= value1,value2,value3 etc. or .oneOf value1,value2,value3 etc. will select records containing one of the values listed
• value1..value2 or .between value1,value2 will select records between the values listed 

Sort

Users can sort any column by ascending or descending order by simply clicking on the column header name. To sort by more than one column at a time the user would click on the column header name they wish to sort by first and then hold down the shift key and click on another column header name. The columns are noted with a number beside the column name to show the order it was sorted. The sort can be reset by clicking on any column header name.

Highlight View

If a user doesn't want to leave the grid and instead wants a quick view of a particular row's details, click anywhere on the row and a highlight view box will appear on the right side of the grid displayed the more popular properties.  In my vendor grid example below, I clicked on Vendor 1 (which stays selected) and the highlight view displays off to the right.

Report

Users can generate a report from any of the grids.  The report automatically includes all columns on your grid and pulls data from what you have entered on the filter row.  For example, the screenshot below, you can generate a quick report of active 1099 vendors containing a YTD amount of $600 or higher.   After selecting your report options, click on  to generate the report.  If you want to save the report for future use, enter a report name in the  box and click on .  Your saved report will be automatically added to the Report Manager grid.

Advanced Query

An advanced query function is available by clicking on the Magnifying glass at the top right of the grid as shown below.

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• Equals 
• One of - list of possible values; must be separated by commas
• Not Equals 
• Like - begins with
• Contains -  will search for the value anywhere in the field
• Between - range; values must be separated by commas
• Is Nullnull - blank
• Not null - not blank
• Greater than  
• Greater or equal  
• Less than  
• Less or equal 
• notOneof Not one of - exclude list of possible values; must be separated by commas
• sort Sort - to place in order
  • vendor example: "lastactivitydate sort" will sort vendors by last activity date
• type Type - the class type.  Must be a fully qualified class name.

Filter Value - is a value entered by the user based on what they are searching for and the property field type; for some operations this may be a list or range with the values separated by commas.

Advanced Search Video

Grid Video