About Grids

Many pages in this application include grids. Also, some snap-ins contain grids.

This page provides information on how to work with grids, including filtering, sorting, and paging or scrolling.

To move forward between fields, press the Tab key.

To move backward between fields, hold down Shift and press Tab.

Note

In newer grids, a red triangle appears in any cell with information added or edited when the information has not been saved.

When you make changes to a grid, a red arrow appears in the field you changed until you click the Save button to save your changes.

Please refer to the help topic for specific grids for any special behavior when saving information in a grid.

Click in a field with your mouse, or tab to the grid field and press Enter.

For grids with links, if you click on a link, the link changes color to indicate that you visited that link before.

For example, on the Check Runs grid, if you click on a link in the Check Runs ID column, the Check Run tab displays; if you return to the grid (before the browser is cleared), the link color is different. This indicates that previously you clicked on that Check Run ID, which opened the Check Run tab.

To sort the contents of the grid based on the title, click a column title.

Note

Column titles in list grids are set up to be sorted. When lists in grids are long, sorting allows you to quickly locate an entry.

Newer grids support multi-column sorts. Each column has three sort states: natural (unsorted), ascending and descending . You can click columns one after another and they multi-sort. For example, you can click on the first column in a grid, and then click on the second column and a third column, and the grid becomes ordered—by the first column, then second column, then third column.

If there is no sort indicator ( ), then the column is in its natural, unsorted state. Because multi-sort is possible, if there are sort indicators showing, it is necessary to “unsort” all columns you do not want to sort by.

For example, if multiple columns show a sort indicator, you must “unsort” the other sorted columns and leave the column you want to sort by in a sorted state, either ascending or descending.

Examples of a newer grid include the Check Runs and Positive Pay grids.

All grids use pagination controls with the exception of the grids in snap-ins, which use virtual scrolling. Virtual scrolling is a grid feature that can display records in a grid without paging. Instead, a vertical scroll bar appears. When scrolling with the vertical scroll bar, the grid automatically loads and refreshes the existing records.

The system to remembers your sort order, filters, and scroll position for grids during your browser session. If you log out, this information is stored in the browser until you close the browser. If you change the current propertycompany or database, however, the information will be cleared as it is no longer relevant.