Grid Edit

Grid Edit transforms any table report into a spreadsheet-style display that you can edit at will. You can:

Tip: Anyone editing or adding lots of records usually switches to Grid Edit mode. But, if you're managing an application, you can actively use Grid Edit to create a smart and efficient data-entry experience for your end users. Read how.

To use Grid Edit to edit records:

  1. Display a table report, such as List All.

  2. On the upper left of the list, click the Grid Edit link.

    The table may not look that different, but magic has occurred (see image below). QuickBase has made the entire table editable. You can change any value directly from this report. This feature’s a handy way to make changes to several records at once or to add or delete several records at a time.

    Note: If you don't see a Grid Edit link, your application manager has removed this feature from this report.


    Y
    ou can always tell when you're in Grid Edit mode by the pencil and spreadsheet icon on the upper left.

Editing in Grid Edit

Double-click in any cell to change its value. Depending upon what type of field you choose, you see either a text entry area, a dropdown list, or some other user-interface gadget that is appropriate for changing the value in that cell. Once you change a value in a cell, the background of that cell turns pink so that you can see your modifications at a glance. Immediately after changing a cell, you can undo the change by typing Ctrl-Z or by right-clicking on the table and selecting Undo.

FAQ - Why is some data colored gray?
Some columns or cells may be grayed out in Grid Edit. This is data that you cannot edit. You may not have permission to modify a particular record or a field, for example. If you double-click on the cell, QuickBase will explain why you can't edit it.

FAQ - When I add a record in grid edit mode, the report shows additional columns that aren't included in the report. Why?
When you add records in grid edit mode, the report changes to include columns for any required fields that are not included in the report. These columns appear on  the right side of the report.

Selecting cells:

Lots of grid-edit features (like adding multiple records at once or copying a value down all cells in a column) depend upon you selecting a group of cells.

Tip: When you have a single cell selected, move from cell to cell using the arrow keys on your keyboard.

Grid Edit Actions

Once you've selected the cells in question, right-click to access grid edit's handiest features. You can:

FAQ - I've made changes using grid edit, but I've changed my mind. How do I cancel the whole operation?
You can back out of individual changes using the undo and reset functions covered in the list above. To discard all your changes, just navigate away from the grid edit page. You can do so by clicking any link on the page. For example, click the application title on the upper left of the screen to return the application's dashboard (home page). QuickBase will ask if you're sure you want to leave the page and, as a result, cancel your edits.

Smart places to use Grid Edit in your application

When you're designing a QuickBase application, you can use grid edit mode to help your users enter data more efficiently.

Create a Grid Edit report

Speed data entry tasks by creating reports that automatically display in Grid Edit mode. These reports let your users enter lots of records at once. For instance, say they need to enter multiple timecards at the end of the week. To create a tool like this, create a new report and make its type Grid Edit.

Note: Users with the Basic Access access level may not create Grid Edit reports.


Grid Edit Timecards Report
- As soon as a staffer pulls up this report,
he can start entering his time for the week without leaving this screen.

Embed a Grid Edit report on a form

Often you'll want to add a master record and related detail records all at once. For instance when you create a new project, you'd like to create tasks for the project at the same time. This ability is a great feature to offer your end users. Grant this ability by embedding a report on the master form and then make that report editable. Read how.


Embedded Grid Edit Report
- This embedded report shows a list of tasks related to the T3 Install project. When you make an embedded report editable, users can edit and add related records spreadsheet-style.

Keyboard Shortcuts

If you have fast fingers, you may find these keyboard shortcuts useful in Grid Edit:

CTRL+S - Save. (Internet Explorer only) Saves the records that have been changed since the last save.
ALT+Shift+S
- Save. (Firefox only) Saves the records that have been changed since the last save.
CTRL+D
- Fill down. (Internet Explorer only) Copies the values in the topmost cell(s) into the selected cells below.
DEL or Backspace
- Delete. Deletes the contents of the selected cells.
CTRL+X
- Cut
CTRL+C
- Copy
CTRL+V
- Paste
CTRL+Z
- Undo

Related Topics

 

This page refers to an older version of QuickBase. Online help is now located at http://www.quickbase.com/user-assistance/default.html.

 

Return to top   

© 1999-2013 Intuit Inc. All rights reserved. Legal Notices.