Grids in AMS360

AMS360 uses a combination of lists and grids throughout the system.

Lists are found on Centers and Views, and display a list of items with related data in a table format. See Using Lists for more information.
Grids are found on data entry forms and provide the ability to add or modify data.

The following information describes the information provided in and the function of grids.

Grids

AMS360 grids have partial or full data entry capabilities.

Example of a Grid with Full Data Entry Capability:

You'll find these grids primarily when entering policy data.

Example of a Grid with Partial Data Entry Capability:

You'll find these grids throughout AMS360.

Grid Actions, Sorting, and Filtering

Add information to a grid with full data entry capability by entering directly in each field on the grid.

Add information to a grid with partial data entry by entering information in selected fields or by using the actions on the section menu.

For both types of grids you can use the actions, New, Edit, Delete on the section menu. New and Edit open the expanded data entry fields.

Identifying the Active Type-in Grid Row

The right arrow icon identifies the grid row you are currently editing. Clicking another row or using a keystroke combination to move to another row makes that one active.

Required Fields

Fields requiring data before the row can be saved are highlighted in red.

Editing Data in a Grid Row

Use the following keys to edit data within the grid:

Keystroke	Action
F2	Allows you to edit specific data within the field versus removing the existing data and replacing it with the typed information. Example You typed 100 and meant to type 1000000. Press F2, the data in the cell is highlighted. Press end and type 0000.
Esc	Cancels data entry and returns the cell to its original state with the previous data. This is equivalent to Cancel on a data entry screen.
Delete	Deletes the data in the current cell.
Spacebar	When used in a cell that is a check box, it toggles between checking and unchecking the box.

Sorting Items in a Grid

Click the column header to sort the grid using the data in column. If the sort arrow points up, the items sort in ascending order. If it points down, the items sort in descending order.

Filtering Items in a Grid

Use filter to limit the column data to only those item(s) matching your selection criteria. This feature is similar to auto-filter in Excel. For example, To filter the grid for the customer "B & R Equipment, Inc.", click the down-arrow in the column header and select B & R Equipment, Inc.

Right-Click Menu

When working in a grid right-click anywhere in the grid for the following actions:

Menu Item	Action
New	Adds a row to the grid for entering an item.
Edit	Opens the expanded data entry edit fields for the current row.
Delete	Deletes the current row.
Copy from Grid	Only available in grids with partial data entry. Opens a menu with options for copying the data.
Export to Excel	Option available for grids with full data entry. Copies the entire grid structure, including data and exports it to Excel. The display in Excel uses the Subtotal feature of Excel. For more information about working with subtotals, see Excel help.
Restore Grid Settings to Default	Option available for grids with full data entry. Sets the grid back to the original default settings, thereby removing customized user settings.
Save All Grid Settings for This Form	Option available for grids with full data entry. Saves customized user settings. Settings are saved for the user login, not the workstation, so if you login to another workstation your settings will be the same based on your login.
Open in New Window	Option available for grids on Customer, Bank, Broker, Company, Employee and Vendor search pages.

Functions Specific to Grids with Full Data Entry Capability

Keyboard Navigation in Grids with Full Data Entry

The following keyboard shortcuts allow you to move quickly through the grid without using the mouse:

Keystroke	Action
Up and Down Arrows	Moves up or down on row with in the same level grid.
Left and Right Arrows	Moves right or left to the next available cell in the current grid row. If you are on the last cell of a row the right arrow moves you to the first cell of the next row. If you are on the first cell of a row, the left arrow moves you to the last cell of the previous row.
Tab	Moves right to the next available cell in the current grid row. If you are on the last cell of a row moves you to the first cell of the next row.
Shift + Tab	Moves left to the next available cell in the current grid row. If you are on the first cell of a row moves you to the last cell of the previous row.
Ctrl + End	Moves to the last row of a grid
Ctrl + Down Arrow	Move down to the next level of a grid. Example Move from Location 1 in the Location grid to the Building grid with the buildings associated with Location 1.
Ctrl + Up Arrow	Move up to the next level of a grid. Example Move from Building grid to the Location grid.
Crtl + Spacebar	Expands or collapses a row.
Alt + Down Arrow	Use on a drop-down list to open the list.
Alt + Up Arrow	Use on a drop-down list to close the list.

Setting the Column Order in a Grid with Full Data Entry

Click the column header you want to move and drag it to the left or the right to place the column where you want it. Use this feature to set the columns in the order you want to see them. To save this customized setting, right mouse click and select Save All Grid Settings for This Form.

Settings are saved for the user login, not the workstation, so if you login to another workstation your settings will be the same based on your login.

To change the column order back to the original settings, right mouse click in the grid and select Restore Grid Settings to Default.