The DataGrids shows data related to the main form on the page,
displaying each record on one line in the grid. The main form
information is called the "parent" record, and each item in the
DataGrid is called a "child" record.
Overview
If the DataGrid is displayed in a Tab Control, the data in each is
'child' data which is related to the record selected in the
Navigator, typically called the 'parent' record.
An example of parent/child data is a parent record that holds
Company information, and the child records which store information
about every person or Contact, in each company. There is always a
one-to-many relationship with parent/child records; one parent with
one or more child records.
If the DataGrid is alone on the page, it's a full view of all of the
data in the table. The Appointments Worksheet in the Appointments
Calendar Department is an example of this.
The Toolbar
The toolbar above the form has features for working with each record
and is the same on every form. The buttons are:
New - Opens for the form for the child record; click 'Save'
to save the new record or 'Cancel' to cancel it. Click the 'Help'
button on the dialog's toolbar for help on entering data.
Edit - Opens the selected record in the child form; you can
also double-click on a row in the Datagrid to open it for editing.
Copy - Clicking this creates a copy of the current record.
After the copy is created, you can edit it to give it a unique key
value.
Delete - Click this button to delete the current record;
you'll be given the opportunity to cancel the delete action. You can
also right-click to delete all of the records displayed in the
Datagrid. Again you'll be prompted to cancel the deletions.
NOTE: What Deleting A Record Really Does... When you click
the 'Delete' button the record is only marked for deletion, which
removes it from the active list of records in the Datagrid. This
gives users the opportunity to 'Undelete' something if they find the
record is needed. To see all deleted records, change the drop-down
list in the center of the Datagrid toolbar to 'Deleted'. When you
double-click to edit one of the deleted records, you will see a
'Deleted' checkbox next to the 'Active' checkbox. To undelete a
record, uncheck the 'Deleted' checkbox and save it. To really erase
the record from the database, click the 'Delete' button while
viewing deleted records. The data is then completely erased from the
database and cannot be recovered.
Print - This opens the print menu which may or may not have
these sections:
Print... - Displays a list of options for printing the
current record only. These are defined in the Report Designer.
Reports - Displays a list of summary reports from multiple
records. These are defined in the Report
Designer.
Labels - May display a list of label printing options (from
Label Designer), or simply open the Label Setup
dialog where users can choose options for printing labels.
Charts - Displays list of chart printing options, which are
defined in the Chart Designer.
Click here to view print option
selections that you may need to make when printing.
Attachments - The Attachment dialog lets you add file
attachments to each record. Click the 'Help' button on the
Attachments toolbar for more information.
Utilities
The utilities menu has several options for managing data:
View All Records
This option displays all of the child records for all parent records
in the database in a Worksheet (just like the Worksheet button on
the Navigator displays the parent records). This is helpful if you
need to make changes across all records in the database.
View By <parent value>
This option displays all of the child records for all parent records
with the same common value. This is helpful if you only need to
change data across a similar group of parent records.
View Displayed Records Only
This option displays the current Datagrid's records in the
Worksheet.
NOTE: Please click the 'Help' button on the Worksheet toolbar
for how to search and edit records when they're displayed in the
DataGrid worksheet.
Import - This option is available only for users who have
System Administrator security access. In systems where Security is
not used, all users have System Administrator access; otherwise you
must specifically be setup in Security in that role. This option
lets you choose an external data source (Excel spreadsheet, Access
database or Tabbed-Text file) and then match the fields from it into
the fields on the page form. This is one way to get data from
another system moved into your current database without keying each
record.
Export - This allows users to export or save data to another
format (Excel spreadsheet, Access database, or tabbed-text file).
When exporting data, select the target file type from the file
dialog's drop-down list, then enter a name for the exported file. If
you choose to export to an existing Access database, you'll be
prompted with these options:
1) Replace all existing data with export data
2) Add to existing data, even if it creates duplicates
3) Update any duplicates and add other records as new ones
You must choose one of the options by clicking on it, or you can
cancel the export by clicking 'Cancel' on that dialog.
NOTE: When exporting data, only the records displayed in the
DataGrid are exported.
Reload Data - Typically the data you see in the Datagrid is
loaded when the page opens and then remains cached (stored) on the
users computer without reloading it from the database. When multiple
users are connected to a database, however, like on a company
network, the only way to see other users' changes is to close the
page, then reopen it. Clicking the 'Reload Data' option does the
same thing without closing the page. Any changes made by other users
will then be seen in the Datagrid.
Refresh All Formulas - This action virtually edits and saves
EVERY RECORD in the table, which recalculates all of the formulas in
each record. Please use this with caution if you are working in a
database with Security enforced, as it will update each record to
YOUR login name and ID.
Move Selected Records - Sometimes you need to move one or
more records to another parent record. Of course you could manually
enter each record under the other parent record, then delete the
original ones, but using the 'Move Selected Records' utility is much
easier! Choose to move a single record by clicking on it to select
it, or you can move multiple records by holding down your Ctrl
(Control) key to select more than one.
Choose this option from the menu, then a list of parent records will
be presented. Choose the target parent record from the list, click
'OK' and the selected child records will be moved.
Copy Selected Records - This works the same way as 'Move
Selected Records' except it makes a copy of the selected data and
copies it to the selected Parent record. The original data you
selected is still with the original Parent record.
Search - This is on the Company page only.
Sometimes you will have the name of a person, but won't know which
Company he/she is associated with. You could manually click through
all of the Company records and look for the name in the Contacts
datagrid, but that's doing it the hard way!
Click the "Search" button to display all contacts in Last Name,
First Name - Company ID order, then just start typing the name of
the person you're looking for (the text will appear at the top of
the list. For example, if you are looking for someone named "Jack",
type "JACK" and the list will go to the first item with Jack in the
text. Hit "Enter" to go to the next time that matches.
When you find the item you want, click "OK" and the company record
will be displayed on the page and the Contact record will be
highlighted in the datagrid.
Current/Active/Deleted List
Just as the Navigator lets you see deleted records by clicking a
button, the Datagrid lets you see all deleted child records by
choosing the 'Deleted' option from the drop-down list. To view
records that are marked 'Active' (filtering out the unchecked
records), choose the 'Active' option. The 'Current' option shows all
non-deleted records, Active or not.
Word Wrap
Fields such as memo fields or some text fields may have a lot of
data in them and you cannot see all of the data even if you stretch
the column headers as wide as you can. To view the data on multiple
lines, click the 'Word Wrap' button to wrap the text and change the
height of the rows to show all of the data. NOTE: viewing lots of
data with Word Wrap enabled can slow the refresh on the Datagrid, so
if you don't need to use it, simply click it again to turn it off
and limit each record to a single row height.
Count
This is the number of child records currently displayed in the
Datagrid.
The DataGrid Formatting Menu
NOTE: All formatting changes you make apply to the current
Datagrid only; you'll need to set column widths, re-order columns
and format column text alignments and row colors in each individual
Datagrid in this application.
Right-click on the DataGrid to open the formatting menu with these
options:
Save Column Order/Widths
You can reorder the columns on the Datagrid by dragging any column
to a different position. You can also drag column widths to have
them better fit the data. When you have rearranged the Datagrid to
the way you want it, click this option to save your changes.
Reset Column Order
This option will set the column order back to its default and any
saved changes will be gone.
Column Text Alignment
The Datagrid aligns data in each column based on the type of data:
Text is left-aligned, numbers are right-aligned. You can change each
of the column alignments by clicking on the column, then opening
this menu and choosing the alignment. To clear custom alignments,
click the 'Clear' option.
Column Statistics
Use this option to get some quick information about the data in a
column. If the column is a number column, this will display the sum,
average, maximum and minimum, count and total values of the data.
Date columns display the minimum date, maximum date, average date
and count. Text columns display the count only. The results are
copied to the Windows clipboard so you can paste it into another
application using Ctrl+V.
Hide Column
Use this option to hide the current column; this only hides the
column on the DataGrid and will be applied again when you open the
page.
Unhide Column
If you have hidden one or more columns, this option will be visible
and will have a sublist of the column names. Choose one to 'unhide'
it again.
Format Row Colors
This option lets you display the entire Datagrid with alternating
row colors. Click the 'Alternate Background Color' to choose the
background color of the cells; click the 'Alternate Text Color' to
choose the text color in those alternate rows. You can clear the
choices by clicking the 'Clear' option.
Select All Rows
This will select all of the rows in the DataGrid. Use this option if
you want to select all child records before using the 'Move Selected
Records' or 'Copy Selected Records' utility.
Notification Format
Sometimes you want to be able to flag a value in a line item so you
don't miss is. For example, if you have items in an Order or Invoice
that should always be looked at and/or edited, you would want to be
reminded when the record is created. In a sales system, standard
options may be entered in the Product Catalog as "Please Select",
where there are multiple options to choose from and the user needs
to decide when creating the Order or Invoice.
The Notification Format feature does just that; lets you specify the
text to look for, then colors all of the text in that column as long
as that text is in at least one of the rows in that column.
Right-click on the column in the DataGrid (NOT the column header) to
open the popup menu and click on 'Notification Format'. You'll be
prompted to enter the text to look for, then the color dialog will
prompt you to choose a color for the text.