About the Actions Menu in an Interactive Grid

The Actions Menu appears on the interactive grid toolbar. It contains functions and submenus for customizing and saving interactive grids.

Actions Menu

Columns

Displays the Columns dialog. Toggle which individual columns are visible in the interactive grid, in what order they appear, and specify their display width (in pixels).

See "Customizing an Interactive Grid with the Column Heading Menu."

Filter

Displays the Filters dialog. Configure data filters to limit the rows returned.

See "Filtering an Interactive Grid."

Data

See Data Submenu (below).

Format

See Format Submenu (below).

Selection

See Selection Submenu (below).

Chart

Displays the Chart dialog. Create a chart by selecting a chart type and configuring the required fields.

See "Using Charts in an Interactive Grid."

Report

See Report Submenu (below).

Download

Displays the Download dialog. Download or email the interactive grid as a .csv or .html file.

See "Downloading or Emailing an Interactive Grid."

Help

Launches a new window containing a summary of how to use interactive grids.

Data Submenu

The Data submenu enables you to change how the data displays. The Data submenu contains the following options:

Sort

Displays the Sort dialog. Change the columns to sort on and determine whether to sort in ascending or descending order.

See "Selecting Column Sort Order in an Interactive Grid."

Aggregate

Displays the Aggregate dialog. Perform mathematical computations against a column.

See "Defining an Aggregation in an Interactive Grid."

Refresh

Repopulates the interactive grid with the most current data from the database.

See "Refreshing an Interactive Grid."

Flashback

Displays the Flashback dialog. Reload the data as it existed at a previous point in time.

See "Reverting an Interactive Grid to a Specific Save State."

Format Submenu

The Format submenu enables you to change how the interactive grid displays. The Format submenu contains the following options:

Control Break

Displays the Control Break dialog. Pull the columns out of the grid and display them as break groups.

See "Creating a Control Break from the Actions Menu in an Interactive Grid."

Highlight

Displays the Highlight dialog. Customize the display colors of a row, column, or individual cells of a grid. Advanced options are available for repeated values.

See "Adding Highlighting to an Interactive Grid."

Stretch Column Widths

Rows Per Page

Selection Submenu

The Selection submenu enables you to apply single actions to multiple rows or cells at once in an interactive grid. The Selection submenu contains the following options:

Cell Selection / Row Selection

Toggle between selecting individual cells or individual rows with a mouse click. You can also toggle between selection modes by pressing F8.

Copy to Clipboard

Copies the text in the current selection to your clipboard. You can also copy the current selection by pressing Ctrl + C or Cmd + C.

Delete Rows

Deletes the selected rows.

Refresh Rows

Populates the selected rows with the most current data from the database.

Revert Changes

Undoes any unsaved changes made to the selected rows.

Copy Down

Copies the value of the first selected rows or cells and applies it to the rest of the selection.

Developer Tip: In Row Selection mode, you cannot copy the values of columns that have the column attribute "Duplicate Copies Existing Value" set to No.

Fill

Prompts you for a value, then applies the value to all selected rows or cells.

Developer Tip: In Row Selection mode, you cannot copy the values of columns that have the column attribute "Duplicate Copies Existing Value" set to No.

Clear

Deletes all values in the selected rows or cells.

Developer Tip: In Row Selection mode, you cannot copy the values of columns that have the column attribute "Duplicate Copies Existing Value" set to No.

Report Submenu

The Report submenu enables you to save, change, or delete changes that you make to the interactive grid. The Report submenu contains the following options:

Save

Saves changes to the current interactive grid.

See "Saving Interactive Grids."

Save As

Displays the Report - Save As dialog. Save a new report of the interactive grid (you must rename the report and select the report type).

See "Saving Interactive Grids."

Edit

Displays the Report - Edit dialog. Change the interactive grid report’s name or type, depending on your privileges.

See "Renaming a Report in an Interactive Grid."

Delete

Deletes the current view of the interactive grid (not available for Primary reports).

See "Deleting a Report in an Interactive Grid."

Reset

Resets the interactive grid to the last saved state.

See "Resetting an Interactive Grid."