Entering Data in Grids

Forms contain grids in which you can enter data directly in each cell.

Depending on the type of grid, the following actions may be available:

To... Do This...

Add a row to the bottom of the grid

Click Add.

Insert a row above an existing row

Click Insert.

Copy a row

Select the row, and then click Copy.

When a row is copied, the entry fields match the copied item. The copy is not saved until the Save button is clicked.

Delete a row

Click a cell to select the row, and then click Delete.

The data in the cells are crossed out, and the Delete check box is selected. The row is permanently deleted when you save the form.

Save an edited, copied or new row

Click Save.

Edit a row

Select the row, and then click Edit.

Cancel changes when using the New, Edit and Copy buttons

Click Cancel.

Undelete a row

Select the row, and then click Undelete.

Move a row up the list

Select the row, and then click Up.

Move a row down the list

Select the row, and then click Down.
Download linked files Click Get Files. The files are zipped in a folder.

Create link to one or more records

Click to link a record while editing an existing record or while creating a new record. For more information, see "Record to Record Linking".

Create Word merge documents

Click to create documents, such as dunning letters, change orders, and PCO notifications, directly from an existing record. For more information, see "Creating a Word Merge Document".

In grids, you can use the zoom button as follows:

For editable fields... For read-only fields...

Enter text directly in the grid or click to edit text in a dialog box.

Click to edit text in a dialog box.

Enter information directly in the grid or click to open a dialog box and search for information.

Click to search for information in a dialog box.

Tip: In forms, the fields available in each tab vary depending on how your project is configured. For more information on customizing your project, including defining your own fields, see Prolog Customization Manager Help on Support Link.

Navigating the Grid Using Keyboard Shortcuts

You can use keyboard shortcuts to work faster and more efficiently. Due to the nature of each browser, different sets of keyboard combinations can only be used for shortcuts:

The shortcut keys supported on each page are underlined. For example, the "E" on the button is underlined. Hence, the browser-specific keyboard combinations that activate a selected row for Edit are: