How the Grids work

You can customise each grid view on each form by:

• Resizing columns or right-clicking on a column heading and selecting 'Best Fit'
• Dragging columns to the order you require
• Hiding columns, you do not want to view by right-clicking and selecting Hide Column or dragging it to the Column Chooser window
• If you want to view all columns, you can Pin (lock) Columns on the left-hand side
• Sort in ascending or descending order
• Group your view by columns
• Filter to show only what you want to see or use to Search for detail
• Select rows for better management
• Right-click on any heading to view options
  • Sort Ascending
  • Sort Descending
  • Clear Sorting
  • Conditional Formatting
  • Group by this column
  • Column Chooser
  • Hide Column
  • Pinned State
  • Best Fit

Saving your Grid View settings

• After making changes, remember to save otherwise these changes will be lost the next time you open this form
• Press [CTRL+S] to save
• To save for all users, then press [CTRL+D] for default settings

Resizing columns or select 'Best Fit'

• Point with the mouse to the vertical line (|) between each column and your pointer will change to a double headed arrow. When this occurs, hold down the left mouse button and drag the column to the size you want
• You can also right-click on the column heading and select 'Best Fit', or
• Just press CTRL+B to 'best fit' all columns

Dragging columns to the order you require

• Point to the column heading (e.g.: Phone) and drag to its new position

Hiding / Showing Columns

• Right-click on a column heading and select 'Hide Column' or select 'Column Chooser' and drag the column heading into this form
• If a column is listed in this form, just drag it back to the grid to view

Sort in Ascending or Descending Order

• Right-click on the column you want to sort by and select the sorting order, or
• Just click on the column heading to sort

Pinning or Locking Columns

• If you want to view all columns, you can 'Pin' (lock) columns on the left or right hand side
• Right-click on the column you want to pin and select 'Pinned State'

Group your view by Columns

• To turn on and off the 'Group By: option', press [Ctrl+G] 
• With the 'Group by:' visible, just drag the column heading into here
• Dragging other column headings will sub-group. This is good for management and reporting

Using Filters

• Filter to show only what you want to see or use to search for detail
• To turn on and off the 'Filter by:' option, press [Ctrl+F]. With the filters visible, just enter the detail you want to filter by or click on the filter to view more filter options

• Click on the Filter image to view and manage options

Count the number of lines in a grid

• Click on one line to select and then press ALT+L

Select all Rows

• Click on a row to select it
• With a row selected, press [Ctrl+A] to select all rows. You can then copy [Ctrl+C] and paste to Word or Excel [Ctrl+V]
• To select random rows, hold down the [Ctrl] key as you click on them
• To select a range of rows, click on the first (or last) and the hold down the [Shift] key when you click on the last (or first)