Working with Line Item Grids on Tablets

The Line Item Grid, which is currently available only on tablets, provides the ability to create and update line items in a tabular format. The grid consists of columns and rows (editable or not editable). You can determine whether a line item is editable (in editable mode) by viewing the color of the column:

Resizing a Column

Select the column you would like to resize, navigate to the green rectangle on the top-right side of the column (), press and hold the rectangle, drag your finger to the right or left of the screen, and take your finger off the screen when you reach your desired column size.

Notes:

Copying Rows

  1. Select the entire row that you want to copy.

    To select an entire row, tap the number in the Line No. column.

  2. After you select the row and the options to Copy, Copy with Attachments, or Delete the row appear, select the applicable action:
    • To create a duplicate of the selected row without attachments, tap Copy
    • To create a duplicate of the selected row with attachments, tap Copy with Attachments.

    The copied line will have the line number prefixed with "New."

Picker icon

When the Picker icon () is visible on a selected cell, you can either tap the icon and select from the list of options or type your own response.

Saving Updates

When you enter a value into a cell, the color of the text in the cell turns purple until you tap Save, Error Check, or Cancel on the top-right corner of the screen. If you tap Save, the purple text changes to black to match the rest of the grid. If you tap Error Check and there is an error, the Errors & Warnings screen opens and displays the rows where an error has occurred. Tap the line number to proceed. You will see a red triangle appear on the No. column on the row where an error is present. A cell highlighted in red is also an indication of where an error occurred.

Image Picker and Adding Attachments

Like other pickers, the Image Picker icon () appears on certain cells when selected. When you tap the Image Picker icon, it gives you the option to add an image attachment from the following locations:

After picking an image, you can rename the image, if you do not want to use the default file name, and then tap Save to resolve the purple text. (Duplicate file names are not allowed.) If location service is enabled, the image can later be viewed on a map.

If there is an image attached and you choose another image, the new image that you select replaces the existing attachment. This process is different than the attachment selection process (using the Paperclip icon), which lets you add multiple attachments.

Note: You can preview the image by tapping the image name in the cell.

Find on Page

Use this option to search in each column separately. Tap Find on Page and individual search fields will appear above each column. Select a search box, type, and then tap Done. All matching values are highlighted in yellow; if there are no matches a "No Matches Found" message appears.

Note: To close the Find on Page feature, tap Find on Page again. After you tap one of them, the grid should return to its original look with your changes included.

Filtering

Filtering lets you refine the search results displayed when you look for something specific on a page. In the upper-middle section of the page, tap Filter to open the filtering option. Select the applicable options, enter the terms you are looking for, and tap Apply.

Note: If the filters applied are too specific the filtering option might not work and a "No Matches Found" message will appear.

To clear a filter, tap Filter again, select Clear All, and tap Apply.