What is a Grid View?
A grid view is a table view of a data model in Essembi. The column headers are distinct fields in the data model and the rows represent the records entered by the organization in Essembi. The records can be filtered in the view to show only a sub-set of the data.
Setting Up a Grid View
Users can create or edit a grid view by selecting the "Create View" or "Edit View" respectively.
View Settings
- Name: Sets the name of the view that will show in the workspace tab.
- Data Model: Establishes the data model that will power the view.
- Default Filter: Sets the default filter that will be applied to the view when the view is refreshed.
- Active: Specifies whether or not the view is active in the workspace. If an old view wants to be re-activated, a user or admin can modify this flag in workspace management via Settings > Workspaces.
Field Settings
- Settings: Enables the user to delete a column by selecting the trash can or save a record using the check box.
- Sort: Sets the sort order of the columns within the grid. Users can drag and drop any of the fields up or down in the sort order using the sort tool available when you hover over this column.
- Table: Select a table from the data model to show information to the user within the grid view.
- Field: Select the table's field that should show in the grid view. By default, the field will be the column header unless overridden by a caption.
- Width: Sets the column width. Roughly in characters.
- Caption: If specified, overrides the field that will be used as the column header.
Users can utilize the "Delete All" option to remove all the field information established and start fresh.
Grid View Tools
Filtering
See the filtering help section.
Sort
Users can sort by an individual columns by selecting the up and down arrows on the right side of the grid column.
Users can sort by multiple columns by selecting the middle circle to add columns to sort by. When you select the middle circle it will be added as the next sort option to the grid. The sort option for that column can be toggled by selecting the up or down arrow as well.
Alternatively, users can middle click the up or down arrow to add that column to the multi-column sort order.
Search within a Column
Users can select the column header and begin typing to search within a particular column. The search is a "contains" search.
Pinning a Grid Column
Users can pin a grid column to the left hand side of the grid by selecting the pin button in the left hand side of the column header. This pins, or freezes, the column on the left hand side of the screen so you can scroll horizontally with this column locked in place. To turn it off, users can just select the pin again.