A DataGrid is one of the primary methods of displaying and interacting with records in PARK DIRECT. Offering robust Sorting, Filtering, and even Editing Capabilities, PARKS DIRECt Datagrids save time and effort in maintaining your database. The concept of how a Datagrid works is consistent throughout the system regardless of where the Datagrid exists. However, File Maintenance Datagrids provide extra options.
For purposes of example, this document uses the Activity Section Maintenance Datagrid. Depending on the Datagrid you are working with, certain options, such as Inline Editing, may not be available and buttons at the bottom of the Datagrid may vary.
Sorting the Main DataGrid
Nearly every column on a PARKS DIRECT DataGrid is sort-able. To sort a column, simply click on the Filter Header. Clicking the same header multiple times will result in the same progression: Ascending Order, Descending Order, Remove the Sort. You can determine how a column is being sorted by the direction of the indicator (up, down, or no arrow).
Hold down the <Shift> key and select multiple columns in the order you wish to sort for simple multi-tiered sorting, if desired.
| Ascending Sort | Descending Sort | Sorting Removed |
|---|---|---|
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Note: If your DataGrid contains hundreds or thousands of records, column sorting may be restricted until the number of records is reduced by the use of Filters.
The Templates Widget
Templates offer a way to save your favorite or frequently used configurations. The DataGrid defaults are determined by your Design.
Templates are created and maintained under the Options • Show Settings widget. Go to Template Settings for setup instuctions.
The Templates Widget on the DataGrid provides a drop-down list of all available Templates and acts as a time-saver as it allows you to easily pick the template you wish to use without having to go into the Options menu. Simply click on the Template you wish to use!
Note: Some DataGrids will not display the Templates widget due to special logic. These include, but are not limited to, Profile Assignments, Profile Management, all Screen Management programs, and a few others.
Inline Editing
Most File Maintenance DataGrids provide Inline Editing which allows you to make "on the fly" changes to select fields on records without having to highlight/select and Change each them individually. This can be a great time-saver.
Inline Editing for Individual Rows
To edit rows, click the Stylus icon on the left edge of the DataGrid to enter 'Edit Mode.' Columns you may edit will become active. In the example below, Activity 100000, Section 2 has been selected for Inline Editing. Some of the changeable fields have been highlighted.
Make changes as needed. Press the <Tab> key to simultaneously Save your changes and move to the next open/editable field. When done, click the Check Mark icon to exit 'Edit Mode.' Repeat as needed for other rows.
Inline Editing for Columns
To edit columns, go to Options • Show Settings. You will continue to the <Module> DataGrid - Settings screen.
In the Edit column, select the DataGrid columns you wish to change and click Close. You will return to the DataGrid. The columns you "opened" will be editable; the <Tab> key will cycle through them. In the example below, the Short Descriptionand Status columns are open for editing.
Make changes as needed. When done, return to Options • Show Settings and deselect the Edit Box(es) you chose earlier.
Note: You can edit Rows or Columns; you cannot edit both at the same time.
Common Buttons
Every File Maintenance DataGrid has the following buttons at the bottom of the screen. Depending on the DataGrid you are working with, other buttons may be available. Access the Full Page Help (click the ? icon on the upper right-hand corner of the DataGrid) for field and button definitions.
File Maintenance DataGrid Common Buttons
- Add - Allows you to add a new record
- Change - Allows you to change the record you have selected.
- Delete - Allows you to delete the record you have selected. Depending on the DataGrid you're working with, certain data may have to be purged prior to deleting a record.
- Bulk Change - Allows you to change data on multiple records.
The DataGrid Options Menu
The DataGrid Title bar contains Widgets for Options, Selected Rows, and Refresh.
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Selected Rows Widget - The Selected Rows Widget appears on the title bar of the DataGrid, between the Options and Refresh Widgets and displays the number of rows currently selected in the DataGrid. Clicking the Widget condenses the DataGrid down to only those rows you have selected.
- In single select File Management DataGrids, such as the Activity Section Management DataGrid, this widget will never display more than one (1) row selected.
- In multi-select DataGrids, such as the Installment Billing Household Select or the Activity Visit Post DataGrid, the widget will display the number of records currently selected.
- Refresh Widget - The Refresh Widget appear to the right of the Selected Rows Widget and initializes the DataGrid to display any recent changes.
The Options Widget contains a menu that provides the following functionality:
- Clear Filters - Resets the DataGrid to your default view.
- Hide Filters/Show Filters - Hides/Shows the Filter Header Row at the top of the DataGrid.
- Show Only Selected/Show All Records - Hides all rows other than those you have selected or displays all rows.
- Clear Selected - De-selects any selected rows.
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Select All Rows - Selects all rows.
- In single-select DataGrids, this option selects the top row. Most File Management DataGrids are single-select.
- In multi-select DataGrids, this option selects all rows. Most Picklist DataGrids are multi-select.
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Turn Off Auto Filtering - Enables or disabled Auto-Filtering on the DataGrid:
- Auto-Filtering On - When you key in some value in a filter and press the <Tab> or <Enter> key, the DataGrid results will automatically be filtered.
- Auto-Filtering Off - When you key in a filter value, a Filter Results button will appear at the top center of the DataGrid. Clicking this button then filters the DataGrid results based on what has been entered.
Notes:
- Users can key in multiple field/column filters before clicking Filter Results.
- The Filter Results button only works on DataGrids that have the "DatagridAutoFilter" field parameter turned OFF.
- The Filter Results button hides/shows when filtering is needed and does NOT show when auto filtering is ON.
- The Turn ON/OFF Auto Filtering option does not save to templates.
- The Options menu and the Show Settings menu within the Options menu can be hidden from view if desired.
- Hide "Options" Menu for All DataGrids - This permission determines whether the user will have access to the Options menu on DataGrids in PARKS DIRECT. Refer to the "i" Help icon for a full field description.
- Hide "Show Settings" in Options Menu for All DataGrids - This permission determines whether the user will have access to the Show Settings menu within the Options menu. Refer to the "i" Help icon for a full field description.
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Toggle Groups - Does nothing unless you are using Groups on your DataGrid.
- Open All Groups - Expands all Groups on the DataGrid to display the records.
- Close All Groups - Collapses all Groups.
- Export Comma Delimited - Exports the visible records in the DataGrid in comma-delimited file. By default, the file will open in MS Excel.
- Print Friendly Table - Converts the DataGrid to a HTML table and allows you to print it through your web browser.
- Show Settings - Launches the <Module> DataGrid - Settings screen for the DataGrid with which you're working. As discussed in the Note above, this option can be hidden from view for specific users, if desired.
Load Next <X> Results / Load All Results
For DataGrids that utilize SearchFirst logic to limit the initial number of records fetched and displayed, DataGrids provide the ability to load the next <X> number of results and/or to load all results to further populate the DataGrid without filtering.For example, the Activity Management • Activity Sections DataGrid is set to 500 records by default for the VSI Screen Design. When you scroll towards the last record(s) in the DataGrid, a Load Next 500 Results button will show up at the top center of the DataGrid. When clicked, the Load Next <X> Results function will load the next <X> set of records - in this case, the next 500 records.
The number of records loaded inot a DataGrid is cumulative with each click of the button. For Example: A DataGrid's search first max is set to 100 records. When you first come into the DataGrid, it will bring in 100 records. If you scroll to the bottom of the DataGrid, a button will appear and will show Load Next 100 Results. When clicked the first time, the DataGrid will then display 200 results. If you scroll to the bottom of the DataGrid again, the Load Next 100 Results button will appear again, and if clicked, the DataGrid will then hold 300 results. You can continue this process until all records for the table have been fetched and will display in the DataGrid.
Optionally, you can click Load All Results to have the DataGrid populate with ALL records.
As always, VSI recommends using Column Filtering to narrow down the number of search results in a DataGrid.
The <Module> DataGrid - Settings Screen
The DataGrid - Settings screen allows you to:
- Adjust column order (left to right) on the DataGrid
- Open columns for editing
- Hide/Show columns
- Group columns
- Lock columns
- Clear filters/reset the DataGrid to its defualt view
- Create templates for different default views
Adjust Column Settings
The left-hand side of the DataGrid-Settings screens displays all columns available for the DataGrid with which you are working. When "mousing over" any of the entries on the list, the cursor turns into a four-way arrow. This indicates that you can click, drag and drop the entry.
Drag and drop an entry up the list to move it further the left on the DataGrid. Drag and drop an entry down the list to move it further to the right on the DataGrid.
Note: Locked columns start at the left-hand side of the DataGrid and move to the right. You cannot drag and drop an unlocked column to the left of a locked column. See Locked Columns below.
Edit and Visible Columns
Columns on your DataGrid that can be edited have an option box in the Edit column on the DataGrid-Settings screen. Enabling an option box opens the column for editing on the DataGrid when you click Close as detailed above.
Columns on your DataGrid that can be hidden/suppressed from view have an option box in the Visible column on the DataGrid-Settings screen. Select or de-select as needed to show or hide a column. Locked columns must be visible.
Grouping Columns
The Group option allows you to change the view of your DataGrid to Groups of the same type as determined by the option you select.
For Example: If opting to Group by Facility Location in the example above, the Activity Section DataGrid would contain an expandable row for each Facility Location at which an Activity is held. Expanding the row would show the Activities housed at that location.
If opting to sort by Group, only one (1) Group option may be enabled at any time.
Locking Columns
Columns on the DataGrid that can be locked have an option box in the Locked column on the DataGrid-Settings screen. To lock a column, enable the corresponding option. The column will move to the left of the DataGrid, following the same top to bottom = left to right formatting discussed above. A non-locked column cannot be moved to the left of a locked column on the DataGrid.
Template Settings
Templates offer a way to save your favorite or frequently used configurations. The DataGrid defaults are determined by your Design.
If you have a custom DataGrid template that you use often, highlight/select it and click Set Default Template. This template will load every time you enter this DataGrid. To load a different Template, highlight/select it in the list and click Load Template.
Create a new template, make changes as necessary and enter a custom name in the New Template Name field. Then click Create New Template. The new template will appear in the Template Settings panel.
To make changes to an existing template, highlight/select it in the panel, make changes as needed and click Save Template. You changes will be saved.
To remove a Template, highlight/select it and click Delete Template.
Click Close to exit the DataGrid - Setting screen and return to the DataGrid.
This completes the PARKS DIRECT DataGrid overview. If you have further questions regarding the steps outlined here, please contact the Help Desk.