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Edit Line Items using the Grid

To edit line items using the line item grid:

1. On the BP form, select the tab containing the line items you want to edit.
2. Click the Grid View icon.
3. On the Grid, double-click the cell you want to edit. The cell opens for editing.

   As soon as you begin editing, a red change icon appears in the first column as a reminder that the line item has been modified, and the Save button becomes active.

4. Click Save.

   When you save the line item, the system refreshes the grid view, removes the change icon, and updates the line items on the BP form.

5. To edit additional line items, repeat steps 1 and 2.

   Notes:

   • When editing the element of Dynamic Data Set, use the drop-down list to select the values or labels.
   • When editing the element of Multi-line Text Data Element (DE)/field, use the text box to conduct your in-line editing. You can change the width of the box, but the height of the box is set according to the DE properties (that is, Number of lines).

When you edit a line item grid, the row counts (at the bottom left corner of the grid) capture the following actions:

• New

  The count will depend upon the Add action and the Copy action on the line item. The number gets updated when you add new line items.

• Deleted

  The count will depend on the Remove action on the line item.

  Note: These counts will not appear when the grid is in view only mode.

To edit an image field on a line item grid:

An image field on the grid displays only an image icon: however, you can see a thumbnail of the image if you double-click the icon. If you want to change or remove the image, double-click the cell anywhere but on the icon. The system displays a menu, from which you can choose to upload a different image, or move the image.

To edit a hyperlink field on a line item grid:

If you want to change a hyperlink, double-click the cell anywhere but on the hyperlink. The system displays the Hyperlink window, where you can change or remove the link.

To edit a check box field on a line item grid:

When the field is opened in Grid View, it is rendered as a box that you can select or deselect.

If the list of line items is opened in From View, all the line items for a given tab are displayed. Similar to Grid View, the check box in the line item list is also rendered as a disabled box with the value.

The Find on Page option in the grid renders the check box field as a text box that lets you enter Yes or No. If you enter Yes, the system selects the check box, and the line item associated with the check box is displayed along with the selected check box. If you enter No, the system does not select the check box, and the line item associated with the check box is displayed along with the deselected check box.

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Last Published Wednesday, July 2, 2025