Working with Grids
When you right-click in a grid cell or column, the grid menu appears.
Important! The displayed grid menu shows the most common commands for that item and differs from column to column and grid to grid. Depending on the conditions, cells may be unavailable for editing. The grid menus in 9-5 Takeoffs, the Takeoff Details tab offer much more functionality than do the grid menus in the rest of the program.
To help you enter data quickly, you can control the direction the cursor moves in the grid when you press the Enter key. For example, if you want to fill in one column at a time, you can set the cursor to jump to the same cell in the next column to the right (Enter Key Moves Right) instead of the next cell down in the same column (Enter Key Moves Down).
- Right-click in a grid to display the grid menu.
- Click Enter Key Moves Right or Enter Key Moves Down.
Note: The activated direction has a check mark next to it.
- Right-click in a grid to display the grid menu.
- Click Find on the grid menu.
- In the Grid Find dialog box, choose the scope of your search by selecting either Current Column or Entire Grid.
- In the Search For cell, type the text string you want to find.
- Click Find Next to find the next occurrence of the text string.
Tip: You can sort most grids that you use a button in a primary window to open. (The grid then opens in a secondary window.) Select the header for the column you want to sort on, and then click the Sort by option. For example, you can sort open invoices, paid invoices, and subcontractors in the 4-4 Vendors window.
When you are working in a grid, you can drill down into related records. For example, you can go from 3-2 Receivable Invoices/Credits to 9-2 Parts. If no record exists, you can create a new one with the Add Record command.
- In the grid, right-click to display the grid menu.
- Click Display Detail/Add Record.
Selecting cells or rows or columns
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To select |
Do this |
|---|---|
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A cell |
Click the cell or press the arrow keys to move to the cell. |
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A column |
Click the column heading. |
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A row |
Click the row heading. |
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Adjacent rows or columns |
Drag across the row or column headings. Alternatively, select the first row or column, hold down the Shift key and select the last row or column. |
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A range of cells |
Click the first cell and drag to the last cell. |
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All cells |
Click the top left corner of the grid. |
Working with Columns
As part of the defaults for a window, you can hide columns. Hiding does not delete columns, but it does remove the data from printed reports in Quick Grids.
When you preview a report from data in a grid that has hidden columns, all the hidden information appears in the report. If you drill down into data in the hidden columns, it will not be visible in the grid until you show the columns.
Important! While you are not restricted from hiding any columns, some require entry to complete a record or transaction.
- Right-click in a cell, and from the menu select Show/Hide Columns.
- The Grid View window appears.
- From the menu, clear the checkboxes of the columns you want to hide.
- Click OK.
Tip: Right-click a grid cell and select Save Current Grid View to save the grid view settings.
Under certain circumstances, columns are hidden from view. Use this procedure to display hidden columns.
- Right-click in a cell, and from the menu select Show/Hide Columns.
- The Grid View window appears.
- From the menu, select the checkboxes of the columns you want to display.
- Click OK.
The Autofit All Columns command resizes all column widths to fit the column contents.
Tip: To resize one column at a time, point to the column divider, and then drag it to the height or width you want.
Working with Rows
- Click the cell in the row immediately below where you want the new row to appear; or, right-click to display the grid menu, and then click Insert Row.
- Select the rows immediately below where you want the new rows to appear, and then click Insert Rows.
- In the grid, select the row(s) you want to cut by clicking on the row header(s).
- Right-click to display the grid menu, then click Cut Row.
Caution! You cannot recover data after deleting it.
- Select the cells, rows, or columns you want to delete.
- Press the Delete key.
The Clear All Rows command clears everything in the grid.
Important! This function is not available in every grid to protect certain kinds of data.
- Right-click anywhere in the grid to display the grid menu.
- Click Clear All Rows.
Working with Text
You can move text with the Cut, Copy, and Paste commands. Using Cut removes the text from its location and stores it on your Clipboard. Using Copy does not remove the text from its location but does store it on your Clipboard.
You can then insert the text elsewhere using the Paste command. After the text is placed on the Clipboard, you can continue to paste the text until you cut or copy something else.
- Select the text you want to move.
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Right-click anywhere in the grid to display the grid menu, then do one of the following:
- Click Cut.
- Click Copy.
- Insert the cursor where you want to insert the text.
- On the grid menu, click Paste.
- Select the text you want to move.
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Right-click anywhere in the grid to display the grid menu, then do one of the following:
- Click Cut.
- Click Copy.
- Insert the cursor where you want to insert the text.
- On the grid menu, click Paste.
|
Command name |
Press… |
For more information, see… |
|---|---|---|
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Display Lookup window |
F5 |
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Display Detail/Add Record |
F6 |
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Display Picklist Window |
F8 |
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Cut |
Crtl+X |
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Copy |
Crtl+C |
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Paste |
Crtl+V |
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Insert Row |
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Cut Row |
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Clear All Rows |
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Grid View… |
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Save Column Widths |
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Autofit All Columns |
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Find… |
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Enter Key Moves Right |
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Enter Key Moves Down |
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