Customise the Grids

There is great flexibility and choice in what and how data is displayed in the grids. You can personalise the grids by adjusting the filters logic, the column sorting and order, and which fields to display.

Customising the grids is just about fine-tuning them until you find the best way to display the information you need. As you do not want to do this process every time you access the grid, you can save the configuration using Views.

Some Single Grids (not part of Views) allow some customisations. For them, the changes are saved automatically as you make the changes.

Set Default Search Criteria

MAIN GRIDS ONLY

If you frequently consult a specific filtered dataset, you can save both the header and column filters directly within the view. This way, upon loading the view, it will automatically apply the filters saved, ensuring your data is filtered by default.

1. Enter appropriate search values into the header filter or column filter for the desired results.

   

2. Once you've configured the filters to your preference, don't forget to save your configuration in the View to retain your settings for future use.

Add/Remove Columns Using by Column Chooser

MAIN GRIDS ONLY

The Column Chooser can be found in the main grids. It facilitates quicker access to the necessary information, especially when displaying complex data related to multiple objects.

Add Columns

1. Click on the Column Chooser icon to open the column list.

   

2. Drag the Field you want to add from the Column Chooser list, and drop it to the grid.

   

3. If you want to change the order of the columns, simply drag and drop the field where you want it in the header of the grid.

4. Don’t forget to save your configuration in the View if you want the changes to persist when you come back.

Remove Columns

1. Click on the Column Chooser icon to open the column list.

   

2. Drag the column you want to remove from the grid, and drop it on the Column Chooser list.

   

3. Don’t forget to save your configuration in the View if you want the changes to persist.

Resize/Reorder Columns

Most grids allow you to change the width and order of the columns. Remember to save the View when you are done, for your changes to persist.

Resize Columns

In the grid, hover over the edge of the desired column, click and drag to adjust to the preferred width, then release the mouse click.

Reorder Columns

Click and drag the column you want to move, then drop it in the desired position.

Group by Columns

Certain special grids, such as the Invoice Grid in the Receipt Wizard, allow users to group data based on selected columns for better organization and analysis.

Group Columns

1. Click and drag the column header you want to group by and drop the column in the Group by Column area at the top of the Data Grid.

   

2. You can group by one or more columns. The data will be grouped sequentially in the order of the columns specified, starting from the leftmost column in the Group by Column area.

3. To change the sort direction of a grouped column, click the column name in the Group by Column area.

   

Ungroup Columns

1. In the Group by Column area, find the column you want to ungroup.

2. Click and drag the column name from the Group by Column area back to the Data Grid Header.

   

Sort the Grid

To sort the data based on your desired criteria, follow the steps below. Remember to save the View when you are done, for your changes to persist.

1. Click on the header of the column you want to sort the data by.
   To sort in descending order, click on the header again.