The Worksheet view is available from the Navigator and from the DataGrid.

Overview
Clicking the 'Worksheet' button on the Navigator toolbar or choosing one of the Utilities menu/View options from the DataGrid toolbar opens the Worksheet, which displays all of the records currently displayed in a spreadsheet-like format. The worksheet has two modes: Search and Edit, which are displayed in the title bar.

NOTE: Like most dialogs in the system, the worksheet form allows you to define its shape and location by stretching its borders, then moving it to the most convenient place over the page beneath it so you can see both. You can also resize the columns by stretching the column headers. The next time you open the Worksheet on that page, it will automatically be the size and in the place where you last put it.

Also the worksheet lets you reorder the columns in whatever order you like by simply clicking on the column header and dragging the column to a different position. When you close the Worksheet, your changes are saved and re-applied the next time you open the worksheet.

Search Mode
When the worksheet is in search mode, you can use the following methods to find records based on any field value. NOTE: When you click on a record in the worksheet, the record is also selected in the Navigator on the page behind the worksheet, making the 'Find' interactive with the underlying page.

1) Click the 'Find' Button - Click this button to open the search dialog, which works just like the Custom Search on the Navigator. Click 'Show All' again to show all records.

2) Sort, then enter key in column - You can sort the data by any column in the worksheet by clicking on the column header. Click once and the data is sorted by that column in Ascending Order, click it again and it sorts in Descending Order. When the data is sorted alphabetical, simply click in that column and type the first few letters of the value you're looking for and you'll be taken to the first cell that matches your text (the text is displayed next to the record count on the toolbar). To search on a new text value, click in the column again to clear your first entries or click the Backspace key to delete your previous keystrokes, then key in the next characters.

3) To filter by a specific cell value - ...right click on the cell and choose 'Filter by this value'. Only those rows matching that value will be left in the grid. To show all records again, click the 'Show All' button.

4) Right-click on the column to search and choose 'Search' - This search is a 'CONTAINS' search. Enter search text, then click OK to display all records where that text is part of the complete text in the cells in that column. To show all records again, click the 'Show All' button.

When you've found the record you're looking for, close the Worksheet by clicking the 'Close' button on the toolbar and the same record will be found and selected in the Navigator.

Edit Mode
Click the 'Edit' button to put the Worksheet in Edit mode where you can make changes using the following features. NOTE: All changes are NOT saved until you click the 'Save' button on the toolbar. This lets you 'Undo' mass changes if they just don't look right by clicking the 'Cancel' button, which restores the last saved data. The data in the underlying page is also automatically updated when you click 'Save'.

Also, calculated fields cannot be edited by any of the methods below as they are recalculated when you save the data. Non-editable fields are displayed in dark blue italics to let you know that you cannot edit them. All changed cells are displayed with a light yellow background so you can see which have been updated before you click Save.

1) Find & Replace - This opens a standard 'Find & Replace' dialog where you choose the field to search on, the operator and the search value. Then choose the field to replace (can be the same as the search field or not!) enter the replacement value and whether to replace the entire value.

2) Copy & Paste - Use this method if you are trying to 'clean up' your data. For example, if you have a field in which users have entered similar data in different formats, you can find the value you want to copy to all other cells, select the value, then use the Windows Ctrl+C to copy it to the clipboard. Then simply click in each cell you want to copy it to and use Ctrl+V to paste it in, overwriting the current cell value. Or if you have many cells to copy it to, drag across any connected cells to select them all, then hit Ctrl+V to paste the value into all of them at once. All of the standard Windows selection methods work... drag your mouse across connected cells to select them, or hold down the Ctrl key and individually select disconnected cells.

If you have System Administrator access, the hidden field called 'Delete Flag' will be in the first column on the data grid. You can change these values to 'No' or 'Yes' to switch the flags that determine which are marked for deletion. YOU SHOULD USE THIS FEATURE WITH CAUTION!

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 down on the worksheet, 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 records currently displayed in the Datagrid.

Restore Column Order
If you have moved the columns out of their default order and want to restore the original order, click this button.

To return to Search mode, click the 'Cancel Edit' button.

Printing The Worksheet
The worksheet can be printed at any time (either in Search or Edit mode) WITH THE DISPLAYED RECORDS ONLY by clicking the 'Print' button the menu. A Print option dialog will let you add a title, footer and other options, including the option to Preview it before printing (recommended).