Working with Grid Windows (Lists)

Sorting

To sort records by a column’s values and replace existing sort conditions that are applied to the current or other column(s), click the target column’s header, until an UP or Down Arrow icon is displayed within the header. The Up and Down Arrows indicate ascending and descending sort orders, respectively.

To sort rows by a column’s values preserving existing sort conditions, do one of the following:

  • Click a column’s header holding the SHIFT key down, until an UP or Down Arrow icon is displayed within the header.
  • Right-click a column’s header and select Sort Ascending or Sort Descending from the context menu.

To remove sorting by a column, click a column header while holding the CTRL key down.

 

Grouping

Group Data

To group by a column, do one of the following:

  • Drag a column header from the column header panel to the Group Panel.
  • Right-click a column header and select Group By This Column from the context menu:

Ungroup Data

To ungroup data by a grouping column, do one of the following:

  • Drag a column header from the group panel to the column header panel.
  • Right-click a grouping column’s header and select UnGroup from the context menu.

To remove grouping by all columns, right click the group panel and select Clear Grouping from the context menu:

Change Group Order

To change the group order, move a grouping column header to another position within the group panel:

Customizing Summaries

End-users can display and/or hide total and group summaries using the Runtime Summary Editor.

Customizing Total Summaries

If the Summary Panel is displayed within a View, right-click it to invoke its context menu, and select ‘Customize…’.

This invokes the Total Summary Editor, allowing an end-user to manage total summaries.

Customizing Group Summaries

If data grouping is applied, right-click the grouping column’s header to invoke its context menu, and select ‘Group Summary Editor…’.

This invokes the Group Summary Editor, allowing an end-user to manage group summaries.

Sorting Group Rows By Summary

Sort Group Rows By Summary

To sort group rows by summary values (if any), an end-user should do the following:

  • Invoke the grouping column’s context menu by right-clicking the column’s header.
  • Select the required summary item (if any), by whose values group rows should be sorted, and the sort order within the ‘Sort By Summary’ submenu, as shown in the image below:

Unsort Group Rows By Summary

Do one of the following:

  • Click a column’s header.
  • Invoke a column’s context menu and select Clear Summary Sorting.

Filtering

Invoke the Filter Dropdown List

In Table Views, hover over the column header. Click the filter button that appears within the column header.

 

Create a Filter Condition

To select records that contain a specific value in a specific column/card field, do the following:

  • Invoke the filter dropdown list containing available filter values.
  • Select the required filter value in the filter dropdown list:

    The filter dropdown list will be closed immediately, and the control will display the records which contain the specified value in the specified column/card field.

    If the filter dropdown list provides check boxes to the left of the filter values, multiple values can be selected (checked) simultaneously. In this mode, click Ok to close the filter dropdown list and apply the filter.

You can sequentially filter data against multiple columns.

Clear the Filter

To clear the filter applied to a column, do one of the following:

  • Invoke the filter dropdown list and click (All).
  • Right-click a column’s header and select Clear Filter.
  • To clear the grid’s filter, click the Close Filter button within the Filter Panel:

Disable/Enable the Filter

Toggle the checked state of the Enable Filter box displayed within the Filter Panel:

Using the Automatic Filter Row

The automatic filter row (if shown) allows end-users to filter data on the fly. To filter data, type text directly into the row. When you input text within the row, a filter condition is automatically created based upon the values entered, and applied to the column.

Showing and Hiding Columns

Hide Columns

To hide a column, drag its header and drop it onto the Column Chooser if it’s open:

Show Columns

Open the Column Chooser, drag the required column’s header from the Column Chooser and drop it onto the column header panel.

Navigating Through Rows and Cells

To move focus between cells and rows, use the ARROW, TAB, HOME, END, PAGE UP and PAGE DOWN keys. Note that the ARROW, HOME and END keys are used for navigation between rows/cards only when the focused cell is not being edited. Otherwise, these keys affect focus movement within the currently edited cell.

To focus the next cell, do one of the following:

  • Press TAB.
  • In Table Views, press RIGHT ARROW. In Card Views, press DOWN ARROW. If a cell editor is active, pressing RIGHT ARROW moves focus to the next cell if the caret is positioned at the end of the current cell’s text or if the cell’s text is selected in its entirety.

To focus the previous cell, do one of the following:

  • Press SHIFT+TAB.
  • In Table Views, press LEFT ARROW. In Card Views, press UP ARROW. If a cell editor is active, pressing LEFT ARROW moves focus to the previous cell if the caret is positioned at the beginning of the current cell’s text or if the cell’s text is selected in its entirety.

To focus the first cell within the focused row, press HOME (in Table Views).

To focus the last cell within the focused row, press END (in Table Views).

To focus the first row/card:

  • Press CTRL+HOME in Table Views.
  • Press HOME or CTRL+Home in Card Views.

To focus the last row/card:

  • Press CTRL+END in Table Views.
  • Press END or CTRL+END in Card Views.

To move focus to the Automatic Filter Row displayed at the top of a Table View, do one of the following:

  • Click this row.
  • If the top data row is focused, press CTRL+UP ARROW.

Selecting Rows

Select Individual Rows

To select a row and clear the existing selection, click its data cell or select the row using the ARROW keys.

To select a row and preserve the current selection, click its data cell holding the CTRL key down.

To toggle the focused row’s selected state, do one of the following:

  • Press CTRL+SPACE.
  • Click the row while holding the CTRL key down.

Select a Range Rows

To select all rows, press CTRL+A. Before pressing this shortcut, ensure that the focused cell is not being edited.

To select a continuous range of rows, you can do the following:

  • Use ARROW, PAGE UP, PAGE DOWN keys while holding the SHIFT key down.
  • To selects all rows between the currently focused row and another one, click the target row while holding the SHIFT key down.

Resizing Columns

To change a column’s width, drag the right edge of its header: