Editing Data in a Grid

Some screens have grids that allow editing of data directly in a cell. Use your mouse to click into cells or use the Navigation keyboard shortcuts to easily move around the grid. Field behavior is the same as it is in a detail entry screen. Validation messages will display when data has been entered incorrectly.

Adding New Rows

Depending upon the area in Needles where the grid is being displayed, you may be able to add rows and enter data directly into the grid by using the Click to Add row. You will find the Click to Add row is generally available in Directory grids.

Grids displaying the List View of a list tab or on the Checklist tab in a Case Folder allow adding additional items from the grid view by clicking an add icon.

To add a new item when no Click to Add row is available in the grid, do one of the following:

• Right-click anywhere in the data grid to invoke the add/delete popup menu and select the Add option.
• Click on the Add button on the Ribbon.

If on a list tab, a new detail view of the specific item will display for you to enter the data. If on the Checklist tab, a popup window will display from which items can be selected.

To add a new item when no Click to Add row is available in the grid, do one of the following:

• Click on any of the row's data cells.
• Select the row using the ARROW keys.

Deleting Rows

Depending upon where the grid appears, rows can be deleted several different ways. To delete rows from a grid, do one of the following:

• Select one or more rows, and click on the Delete button on the ribbon if enabled.
• Select one or more rows, and click on the trashcan icon in the right corner above the grid, if available.
• Right-click on the selected row or rows to be deleted to invoke the add/delete popup menu, and select the Delete option.

Click Yes on the Delete Confirmation message.