4Using the Grid

Understanding the Grid

Similar to Find/Browse forms, hierarchical grids, or Parent/Child browse forms, are used to query business views (BVs) and select records from BVs for operations. However, instead of a default grid control, hierarchical grids contain a default parent child control. Whether you have hierarchical grids depends on if your system administrator incorporated them into the applications you use.

The following table describes the features of the hierarchical grid:

Feature

Description

Cut, Copy, and Paste

You can cut, copy, and paste a node in the tree. Cutting a node copies the data of a node and marks the node as being cut. Copying a node copies the data of a node. Pasting a node pastes the node as the last child of the new node. If the node is copied, the original node stays. If a node has been cut, the original node is removed. Cancel Cut will cancel the operation. Use the copy, cut, and paste buttons located on the toolbar of the grid to perform these functions.

Indent/Outdent

You can change the indentation of a tree node. Use the Indent and Outdent buttons located on the toolbar of the grid to perform these functions.

Expand All

You can expand all the nodes in the tree. Use the Expand All button located on the toolbar of the grid to perform this function.

Collapse All

You can collapse all the nodes in the tree. Use the Collapse All button located on the toolbar of the grid to perform this function.

Fully Expand One Tree Node

You can fully expand a selected tree node. When this happens, all cascading children of the selected tree node will be displayed. Use the Expand All button to perform this function.

View Location Number

If your system administrator has turned on the View Location Number option, you see a number beside each tree node. Use this number to determine the location of the tree node within the tree.

Flat Display Tree

You can make all tree nodes display on one vertical level. Child nodes are not indented.

Select All Children

You can select all of the children in a node. Use the Select All button located on the toolbar of the grid to perform this function.

Editable Parent Child

You can edit the tree column and all the grid columns in the hierarchical grid.

Change Data Dictionary Item on the Fly

You can display custom selected columns in a user defined sequence.

Vertical Scrolling Keeps Column Header

When scrolling down grid data, the grid column header remains visible.

Understanding Grid Formats

JD Edwards EnterpriseOne grid formats are personalized grid layouts that you create to customize how your grid data is displayed. You can display the data either in Table View or List View grid formats. Using the intuitive Grid Format Manager interface, you can select the columns you want to include in your grid formats.

Note: If you are using a release prior to EnterpriseOne Tools release 9.2.0.5, you can create only the Table View grid format.

Understanding Grid Icons and Buttons

This table shows the icons and buttons that might display on the grid. Whether or not you see any of these icons or buttons depends on if the application you are using was designed to display them. You might see a variation of these icons and buttons, depending on the application in which you are working.

Icon

Description

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Delete

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Edit

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Lock

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Unlock

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Move Up

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Move Down

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Price

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Print

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Attach

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Copy

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View

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Toggle Off

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Toggle On

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Weigh

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Summation

Using the Table View Grid Format

Table View grid format is one of the grid formats that you can use to find and view records. Table View grid format enables you to display information in a tabular format. Using the Grid Format Manager, you can select the columns you want to include in your Table View grid format, and then show/hide columns as required.

Your ability to create a grid format depends on whether your system administrator has enabled the Personalize Grid icon. If you do not see the Personalize Grid icon in the bar located at the top of the grid, you do not have permissions to personalize the grid.

For more information on using the Grid Format Manager to personalize the grid, see "Grid Formats" in the JD Edwards EnterpriseOne Tools Using and Approving User Defined Objects Guide.

Copying and Pasting Grid Data

In JD Edwards EnterpriseOne, you can select a single cell or a range of cells that contains grid data to copy and paste into any EnterpriseOne editable grid. An editable grid is one in which you can enter or delete data. You can also paste grid data into a tab delimited spreadsheet, like Microsoft Excel. You deselect cells by pressing the F5 button on your keyboard, or by clicking outside of the grid.

The "start cell" is the first grid cell you click to begin selecting a range of cells. The "end cell" is the last grid cell you click to end selecting a range of cells. The cells you select to copy can be editable or non-editable.

To copy and paste grid data:

Navigate to an application grid that contains the data that you want to copy.

  1. Select a range of cells to copy by completing one of the following actions:

    • Click the start cell and, while holding down the left button, drag the mouse to the end cell. If the start cell is editable, you cannot use this action to select a range of cells. Instead, use the action described below.

    • Click on the start cell and while pressing the Shift key on your keyboard, click on the end cell. You can expand the range of cells you have already selected by pressing the Shift key and clicking on a different end cell.

      As you move your cursor toward the scroll bar, the grid will automatically begin scrolling so that you can select a cell outside of those that are currently visible on the grid.

    • Click the check box located beside a record. Press the Ctrl+C keys on your keyboard.

      This option only works if you have not selected a range of cells as described in option A or B.

  2. Press the Ctrl+C keys on the keyboard.

    The grid data that you selected is copied to the EnterpriseOne clipboard, which is located at the following location: \WINDOWS\system32\clipbrd.exe

  3. Navigate to an editable grid, and place your cursor in an editable cell.

    It is important that you notice in which columns you are pasting the grid data. EnterpriseOne enables you to paste the grid data in any field on an editable grid, regardless of whether or not the columns match up. Therefore, you can paste grid date from an Alias Name column into an Address column, and EnterpriseOne will not correct the action.

  4. Press the Ctrl+V keys on the keyboard.

    EnterpriseOne pastes the data into the grid.

Using the List View Grid Format (Release 9.2.0.5)

List View grid format is one of the grid formats that you can use to find and view records. List View grid format enables you to stack columns vertically so that the information displayed is compact and easy to find. Using the Grid Format Manager, you can select the grid columns you want to include in your List View grid format, and then group them in the way you want them displayed.

Your ability to create a grid format depends on whether your system administrator has enabled the Personalize Grid icon. If you do not see the Personalize Grid icon in the bar located at the top of the grid, you do not have permissions to personalize the grid.

For more information on using the Grid Format Manager to create and modify List View Grid Formats, see "Grid Formats" in the JD Edwards EnterpriseOne Tools Using and Approving User Defined Objects Guide.

List View Grid Format User Interface

When you open a form with a default List View grid format, the form displays the grid with only those fields that have been added to the List View grid format. The fields are displayed in the same order in which they were arranged while creating the List View grid format. The field width and alignment of the labels and values are displayed as specified when the grid format was created. The List View grid format is also supported in the Visual Assist forms.

When a record in the grid contains underlined text, it indicates a hyperlink. Clicking the hyperlink text opens the form associated with the text. A paper clip icon in the grid row indicates that attachments exist for the corresponding record. Clicking the paper clip icon opens the Media Object Viewer form and displays the attachments.

Similar to the Table View grid, the List View grid format supports data privacy and data masking. For more information about data masking, see "Display Rule" in the JD Edwards EnterpriseOne Tools Data Dictionary Guide.

Note: A List View grid is read-only, and is not editable.

Pointing to a field in the grid displays the field's label and its value as Hover Text. This is helpful when data in the grid is truncated due to resizing of the field width.

Fore more information, see "Changing the Field Width" in the JD Edwards EnterpriseOne Tools Using and Approving User Defined Objects Guide.

Fetching Records

When the grid retrieves the records that match the search criteria, the grid header bar displays the record range. EnterpriseOne categorizes the records into groups so that you can view several records at a time. The default number of records in a group is 20. You can click the Next button in the header bar to fetch the next set of records to be displayed in the List View grid. To retrieve all records, click the Go to End button located on the header bar of the grid.

Note: When there are no records to be retrieved in the grid, the following message is displayed: "No records found."

Filtering Records

The header bar of the List View grid contains the Search field that can be used for filtering the records in a grid. Filtering is applicable only to the primary rows of the List View grid. You can filter records by entering text or numbers in the Search field, and then clicking the Find button or pressing the Enter key.

You cannot to use the wildcard characters * or% in the Search field. EnterpriseOne automatically applies a wildcard character to the searchable text fields in the primary row based on the value entered in the Search field. When you enter a numeric value in the Search field, only records that exactly match the value are displayed.

Note: Filtering does not apply to date values in the primary rows.

Sorting Records

You can sort the records in the List View grid using the Sort By drop-down list located in the header bar. You can select the field you want to sort by from the drop-down list, and the records are sorted in ascending order of the selected field. You can sort the records on just a single field. List View grid does not support sorting in descending order. The sorting order is reset to default when a Search filter is applied.

Note: The header bar of the List View grid displays the Sort By drop-down list only if the fields are enabled for sorting in Form Design Aid.

Selecting Records

In the List View grid, you can select a single record, multiple records, or a range of records. You can select a single record or multiple records by clicking anywhere on the corresponding grid rows. The selected row is then highlighted as indicated by the change in background color. You can select multiple records only if the grid is enabled to support multi select in Form Design Aid.

To select a range of records, click the start record, and while pressing the Shift key on your keyboard, click the end record. You can expand the range of records you have already selected by pressing the Shift key and clicking a different end record. The "start record" is the first row you click to begin selecting a range of records. The "end record" is the last grid row you click to end selecting a range of records.

Note: The List View grid format does not support Select All rows in a specified grid.

Applying a Grid Format

Access a form with a grid.

On any form with a grid, select a grid format from the drop-down list next to Personalize Grid icon.

You must create one or more grid formats before you can apply a grid format.

Note: You must have permission to view grid formats in order to see the drop-down list.

Maximizing and Restoring the Grid

Access the application containing the grid you want to change.

The Maximize Grid and the Restore Grid icons in the grid enable you to toggle between maximized and restored modes of the grid.

Click the Maximize Grid icon, to display only the grid, and to hide all of the other fields in the form.

Click the Restore Grid icon in the grid to restore the grid as well as all of the other fields in the form.

Exporting All Records from a Grid

You can export all records from a grid, rather than choosing a range of records to export.

(Release 9.2.5.4) To export all the records from a grid in ActiveX mode, in Internet Explorer set the value for Use ActiveX Controls as TRUE in the Web Runtime section in the Server Manager.

To export all the records from a grid in non-ActiveX mode, set the value for Use ActiveX Controls as FALSE in the Web Runtime section in the Server Manager. To export all the records from a grid in non-ActiveX mode along with the OLE functionality, set the value for Use ActiveX Controls as OLEONLY in the Web Runtime section in the Server Manager. You can enable this option to export all records from a grid in the Google Chrome, Edge Chromium, Firefox, Internet Explorer, and Safari browsers.

  1. Launch an application with a detail area, and then click the Find button to load the detail area with records.

  2. Click the Tools icon, and then click the Export Grid Data menu. You can also click the Export Grid Data icon in the grid.

  3. On Export Assistant, select one of these options:

    • Export To Excel

      Note: If you select this option, also select whether you want to export to a new workbook or an existing workbook.If you select the option to export to an existing workbook, the file extensions XLSX and XLS are supported. For the XLS file extension, you must use a version of Excel 97-2003 Workbook. You cannot use XML SpreadSheet 2003.
    • Export To Word

    • Export To Comma Separated Values (CSV) File character encoding

  4. Select the Export All option.

  5. Click Continue.

    Note: When you export to an existing workbook, you must ensure that the character count for the worksheet name is between 1 and 31. It must not begin or end with a single quotation mark('). The worksheet name cannot contain the following special characters: colon (:), backslash (\), slash (/), asterisk (*), question mark (?), left bracket ([), right bracket (]), 0x0000 (null character), 0x0003 (end of text).

Exporting Detail Area Content to Microsoft Excel, Word, or to a Comma Separated Values File

(Release 9.2.5.4) To export the records from a grid in ActiveX mode, set the value for Use ActiveX Controls as TRUE in the Web Runtime section in the Server Manager.

To export all the records from a grid in non-ActiveX mode, set the value for Use ActiveX Controls as FALSE in the Web Runtime section in the Server Manager. To export all the records from a grid in non-ActiveX mode along with the OLE functionality set the value for Use ActiveX Controls as OLEONLY in the Web Runtime section in the Server Manager. You can enable this option to export all records from a grid in the Google Chrome, Edge Chromium, Firefox, Internet Explorer, and Safari browsers.

Access an application with a grid.

  1. Launch an application with a grid, and then use Find to load the detail area with records.

  2. From the Tools menu, click Export Grid Data.

  3. On Export Assistant, select one of these options:

    • Export to Excel

      If you select this option, select if you want to export the data to a new workbook, or an existing workbook.

    • Export to Word

    • Export to Comma Separated Values

  4. Select Export All to export all the data in the grid, or clear the Export All check box to export a range cells within the grid containing data that you want to export.

    If you clear the Export All check box, then you must select on the grid the range of cells you want to export. First, click the cell where you want the range to begin, then click the cell where you want the range to end.

    If you click the wrong cell, click Reset Selection.

  5. Click Continue.

    The system exports the detail area contents that you selected to the appropriate file type and displays it.

Importing Data from an External Spreadsheet to a Grid

You can import data from an external spreadsheet into a grid in EnterpriseOne. The external grid must be in CSV or Excel format. EnterpriseOne enables you to choose a range of data by entering the beginning and ending row and column where the data resides in the spreadsheet.

(Release 9.2.5.4) To import records from an external spreadsheet into a grid in ActiveX mode in Internet Explorer set the value for Use ActiveX Controls as TRUE in the Web Runtime section in the Server Manager.

To import all records from an external spreadsheet into a grid in non-ActiveX mode set the value for Use ActiveX Controls as FALSE in the Web Runtime section in the Server Manager. To import all the records from an external sreadsheet into a grid in non-ActiveX mode along with the OLE functionality set the value for Use ActiveX Controls as OLEONLY in the Web Runtime section in the Server Manager. You can enable this option to import all records from an external spreadsheet into a grid in the Google Chrome, Edge Chromium, Firefox, Internet Explorer, and Safari browsers.

Access an application with a grid.

  1. From the Tools menu, choose Import.

  2. Click the Import from Excel or the Import From Comma Separated Values (CSV) option.

    If you choose the CSV option, the Excel file and Worksheet name options are hidden.

    If you select the option to Import from Excel the file extensions XLSX and XLS are supported. For the XLS file extension, you must use a version of Excel 97-2003 Workbook. You cannot use XML SpreadSheet 2003.

  3. In the Excel file field, enter the location where the external spreadsheet from which you want to import data resides. You can also click the Browse button located beside the field and navigate to the file.

  4. In the Starting Cell fields, in the Col and Row fields, enter the coordinates of the first cell in the range of cells you want to import from the external file.

  5. In the Ending Cell fields, in the Col and Row fields, enter the coordinates of the last cell in the range of cells you want to import from the external file.

  6. Click one of the following options:

    • Insert (Import new rows at column A, row 0 of the grid): click this option if you want to add the rows you identified to the beginning of the grid. This option does not overwrite the existing data that resides in the grid; rather, it adds the rows to the existing data.

    • Paste: click this option if you want to overwrite the existing data that resides in the grid. With this option, you can paste the new rows anywhere in the existing grid. If you paste a range of data that exceeds the existing range of data in the grid, EnterpriseOne appends the new data after the last row of the grid data. These new rows are new, not overridden.

      If you choose Paste, the Select Paste Location in Grid fields become active. Enter the first cell location where you want to paste the data.

      You can click Reset to undo your changes and to return the initial data that was in the grid when you first entered the Import Assistant.

  7. Click Apply.

Importing and Exporting to the Clipboard

Exporting/importing to the Clipboard is available in ActiveX mode and HTML mode. When HTML mode is enabled the following options are removed:

  • Export to Word

  • Import from Excel

The clipboard functionality replaces these options when in HTML mode.

To export data to the clipboard:

  1. Navigate to the Export Assistant

  2. Select Export to Clipboard.

  3. Define the cell range in the Export Assistant.

  4. Click the Apply button.

  5. Press Ctrl+C to copy the data to the clipboard.

To Import Data from the Clipboard:

  1. Navigate to the source data.

  2. Copy the desired data.

  3. Navigate to the Import Assistant from the target application.

  4. Select Import From Clipboard.

  5. Define an import location.

  6. Press Ctrl+V in the Import Assistant to view the data in the preview grid.

  7. Click the Continue button to complete the import.