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EventPro Software User Manual

Breadcrumb Trail: Common Procedures

Selection Grids

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A Selection Grid is a table of columns and rows listing related records.

There are many areas in EventPro where you view records in Selection Grids.

 

Selection Grid in List View

For example, you will find selection grids in all the various "List" areas: Event List, Company List, Invoice List, Reports, and so on.  

Many of these selection grids will have a side-panel detail view that you can choose to show or hide. For more information, see the topic Show/Hide Detail View.

Screenshot of Event List selection grid. 

Figure 12: Event List Selection Grid 

 

Selection Grid in Edit Form

Sometimes a selection grid will appear in the bottom half of a screen or edit form.

For example, in a Company record, the Company Contacts tab at the bottom of the window contains a selection grid displaying the Contact records.

Screenshot of Company Contacts selection grid in Company edit form. 

Figure 13: Selection Grid in Bottom Half of Edit Form 

 

Selection Grid in Find Dialog/Panel

Many Find Dialogs and Find Panels contain selection grids.

Screenshot of Event Find dialog, with speed menu Column Chooser command. 

Figure 14: Selection Grid in Find Dialog 

 

Adjusting Selection Grids

A Selection Grid allows you to view a portion of information about each record without requiring you to open up each record individually.  

Selection grids provide a convenient way to skim through information quickly, particularly if you have the relevant information displayed on the grid.

 

It is especially important to have the relevant columns displayed when you are searching for a record in a selection grid.

As noted earlier, EventPro's Search or Find function searches the visible columns in a selection grid. Review the topic Find Records.

 

You can adjust and sort selection grids to display the information you consider important, so that you can view and find records efficiently.

See the topics below for the different ways you can manipulate selection grids to better display the information you want:

Sort Records by Column

Sort Records by Multi Columns

Choose and Hide Columns

Resize, Move, Best Fit Columns

Group Records in Grids

 

For additional information about filtering selection grids, see the topic Filter Selection Grids.

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