Type-in Grids, Grids, and Tables

This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package.

AMS360 uses a combination of grids, type-in-grids, and tables throughout the system. In the Help section on Centers you learned about table data. In Data Entry Forms, table data is displayed in a format called a grid. Grids look similar to tables, but have partial data entry functions. Type-in Grids, much like plain grids, but have full data entry functionality. The examples below show a table, partial data-entry grid, and a type-in grid:

Type-in Grid Example (full data entry)

Type-in Grids look like regular grids, except they have full data entry capabilities. Type-in Grids are primarily used in policy data entry.

Type-in Grid Actions, Sorting, and Filtering

Add information to a type-in grid by entering directly in each field on the grid. You can also 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.

Keyboard Navigation in a Type-in Grid

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.

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.

Type-in Grid Pop-up Menus

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

Menu Item	Action
New	Adds a row to the grid for adding an item.
Edit	Opens the expanded data entry edit fields for the current row.
Delete	Deletes the current row.
Export to Excel	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. Type-in Grids do not have the Copy from Gridfunctionality of regular grids.
Restore Grid Settings to Default	Sets the grid back to the original default settings, thereby removing customized user settings.
Save All Grid Settings for This Form	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.

Setting the Column Order in a Grid

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.

Setting the Column Size-in Grid

You can resize each column in a grid by placing the cursor directly on the end of the column to create a cross bar. Drag the cross bar to the left or right to create the column width desired. 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.

Sorting Items in a Type-in 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 point 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, in the following list to filter for all Toyota vehicles, click the filtering icon in the grid header and select Toyota.

Table Example

Grid Example (partial data entry)

Grids look similar to tables, but have partial data entry functions. Grids are used throughout the AMS360 data entry forms.

Grid Actions, Sorting, and Filtering

Add information to a grid by typing into the fields or clicking an action in the section menu: New, Edit or Delete. The fields appear for editing. When you have finished entering data click Add or Update.

Actions in a Grid

The most common actions available in a grid are:

Action Option	What happens?
New	Adds an additional line to the grid. If New is selected, the action options change to Add and Cancel. Complete the desired fields and click Add to display the new information in the grid or click Cancel to exit New mode.
Edit	Allows you to edit the fields making up the selected grid line. If Edit is selected, the action options change to Update and Cancel. Complete the desired fields and click Update to display the new information in the grid or click Cancel to exit Edit mode.
Delete	Use this option to Delete any grid lines that are not needed and are eligible for deletion. Generally, if a grid item is not yet saved, and/or used in a system process (invoicing), it is eligible for deletion.
Add	Used in conjunction with the New option. Adds the new information to the grid.
Update	Used in conjunction with the Edit option. Updates information in the grid.
Cancel	Exit the grid line without taking action.

Active Grid Line

A right-pointing arrow in the first column indicates the active line in the grid. Clicking another row moves the focus to that row.

Grid Pop-up Menus

When working in a grid right-click your mouse within the grid (not in the grid headers) to display a drop-down menu of actions:

Normal State	Add Mode	Edit Mode
New	Add	Update
Edit	Cancel	Cancel
Delete	Copy From Grid	Copy From Grid
Copy From Grid

Copying from a Grid

You can copy information from a grid to an external program, such as Microsoft EXCEL™ , Microsoft WORD™ or an email message. Examples of grid lists you may find useful include: vehicle information, location information, personal articles lists, etc. To do this:

Click to select a row within the grid that includes data you want to copy. Right-click and select Copy From Grid. The Select Grid Copy Optionsform opens. (pictured below)
Select the Scope of Copy option. Entire Grid is the default and includes all rows..
Click Advanced, and check theInclude headers to identify columnscheckbox if you want to include the grid headers (column headers) in the copy.
Click Copy. The selection is copied to the clipboard. Open the external program and paste the information.

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 point 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 filtering icon in the grid header and select B & R Equipment, Inc.

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