SOFOS 360
Grid
General operating instructions > Operating > Grid

A grid is a matrix. Vertically, several lines ( records) are presented; horizontally, some fields of these records are displayed in columns. You have a wide range of options to help you identify relevant rows and decide what to do with them. Some appear at the top, some at the bottom, and some are hidden beneath a popup menu that may be accessed by right-clicking on a column heading.

 At the top

Column headings display multiple options above a grid. A variety of factors influence whether or not these options are available:

  1. New
    You can make a new record. Normally, a detail screen will appear, allowing you to enter all relevant information. In some cases, such as with substances, the language selection and name appear first.
  2. Delete
    This allows you to remove one or more records. You will be asked whether you are certain you want to remove these records to avoid unintentional changes.
  3. Edit
    Allows you to edit a record.
  4. Refresh
    You can refresh the data on the screen, for example, if your colleague has just changed something and you have not seen it yet. After clicking this button, you will see the adjustment.
  5. Restore
    You can adjust the screen to your preferences (personalize). Once completed, use this button to reset the screen to its default settings.
  6. Help
    This will direct you to the help screen.
  7. Export
    You can export all the data in the grid to different formats like Excel, Word, and PDF from this page.
    Please note that you cannot choose which records to export. All records in the grid are exported to the format you specify. For example, if you notice at the bottom that there are four pages with 20 records each, all 80 records will be exported.
  8. Show Report
    If you pick one or more records and have created one or more reports in which you want to include the line(s) (for example, Substance or User), you can display the selected lines in the report. If multiple reports exist, an arrow on the right () will allow you to select which report to run. If you click directly on the button, the report at the top will display.
  9. Search text
    If you want to search for something, input it here. It will scan all accessible columns to check whether the system can find any data with the provided text. The search text may thus be in the middle of a word or number. In the case of substance, article, and pot overviews, you can specify which column the search term refers to. Using this options often will speed up the search process.

You may notice a number of dots in the bar. ....This indicates that the space above the screen is insufficient to display everything. These dots cover additional options. By clicking on these dots, more options will be displayed below, from which you can choose.

It is possible for each user to choose the behaviour that should be displayed when the search screen opens. You can select from four options:

  1. Save the search term and show all if no search term (this is the default behaviour of overview screens)
  2. Do not save the search term and show everything if no search term
  3. Save the search term and show an empty list if no search term
  4. Do not save the search term and show an empty list if no search term

A drop-down list 'behind the dots' above the overview allows you to change its behaviour. This can be set for each overview screen. The option affects both the search term input at the top right and the filter, which can be entered via the filter row.

 

If you chose option 3 or 4, no data will be shown on the screen when no search term was entered. The list is empty. The list will only be filled based on the search term or filter entered. When you close the screen and then reopen it, the search term you entered is applied to the list again when you have chosen option 3 and will be empty when you chose option 4 (the search term is cleared as well).

 Popup-menu

When you right-click on a column header, a popup menu displays. You have the following options:

 

These options are addressed separately here.

 At the bottom

The pagination and scroll forward/back buttons are located at the bottom of the grid. You can go directly to the next page by selecting it.

                                       

To retrieve previous or next records, use the left and right arrows, respectively. The page size at the bottom right defines the number of records you can retrieve. You can select a different value here. The number you select here determines the number of records displayed in the grid..

The number of records displayed in the grid defines how many pages exist. You can also see the page numbers at the bottom. For example, if you select 20 records per page and see 19 pages at the bottom, this indicates that there are 361 to 380 records. After all, with 360 records, you would see 18 pages (18 * 20), implying at least one more because a 19th page appears. However, there are max. 380 record because otherwise there would be a 20th page.

On a tablet or phone, drag your finger left in the grid to reveal the next page of records, or right to reveal the previous page.

 

Grids can also display in a detail screen. Although the options are mostly the same, there are a few minor variations in operation.

See Also

Authorisation