Grid View Feature

• Accessing Grid View
• Customizing Columns That are Displayed in Grid View
  • Creating a New Layout/Customized View
  • Accessing a Saved Customized View
• Editing Selected Fields on a Person Record
• Editing a Selected Field on Multiple Person Records
• Applying Data to Multiple Person Records Using the Select All Feature

The Grid View module provides the ability to view and bulk update multiple records at once by adding information to the fields within a form, within one window in clevr.

Grid View is used to modify current records only. When you open the module, you may notice that some fields already contain data. This is the data that is present in the current record(s). Changes made to fields that appear within Grid View will be immediately reflected on the form.

To enable this feature, form fields need to be flagged for Grid View. Please see “how to tag fields within a form for Grid View” in the clevr Editor documentation.

The Grid View module is made available on forms that have this feature enabled. To access the Grid View Module, you will need to first select the form within the Dashboard Listings Card.

On the Listings Card, select the name of the form that you wish to modify using the Form Dropdown menu.

Once the form has been selected, click on the “3 Dots” to the right of the Listings Card header and select Grid View.

This will open the selected form in Grid View, allowing you to work with multiple records that are associated to the form. It is important to note that the records available within this view are records that matched your search criteria (and are associated to the form) within the Dashboard Listings Card.

By default, Grid View will display all of the columns that are tagged to display in Grid View for the form. If you wish to change the columns that are displayed, click on the Gear icon to modify the layout displayed within clevr.

In the Grid View Layout window, you will have the option to enable and disable the fields that you would like to see within Grid View as well as the order in which the fields are displayed. Use the Toggle buttons next to the field name to enable and/or disable them from the view. To to change the order in which fields are displayed you can drag and drop them in their desired order.

After you have made your changes click Save. This will update the Grid View Module automatically.

Grid View allows you to customize what fields are displayed and the order that they are in using the Grid View Layouts Menu located to the right of the screen.

In the Grid Layouts window, select the Create a New Layout button.

This will open a separate window which will prompt you to add a Name for your layout which can be used for future use when in the Grid View Module. You will have the option to enable and disable the fields that you would like to see within Grid View as well as the order in which the fields are displayed. Use the Toggle buttons next to the field name to enable and/or disable them from the view. To to change the order in which fields are displayed you can drag and drop them in their desired order.

Once you have configured your layout, click the Save Button.

Previously configured views (if saved within clevr) can be accessed within the Grid View module. This allows you to view the layout and fields that you had used during previous sessions, making it easier to populate the information that you are looking for. To access a Saved Customized View, click on the Grid Layouts button located on the right hand side of the screen.

Within the Grid Layouts window, select the view that you wish to use within the Grid View module.

clevr will close the Grid Layouts window and the page will refresh displaying the layout that you had chosen. The name of your layout will display in the top right hand corner of the Grid View Module. This will also display the number of records associated to the Form.

Grid View will allow you to modify active records for a form. Forms that are locked will be displayed within Grid View but you will not have the ability to modify the data due to the locked state.

The icons displayed to the right of the field will identify the field type. For example, this could be a date field, comment box, dropdown, radio button, etc. To add/update the data that is within the field, click on the icon to the right of the field.

clevr will open a new window providing you with the option to update the field within the person record. The options that are available here are configured based on the form and the data input fields that are required.

Once you have updated the record the edit window will close, and return you to the Grid View Screen.

This will allow you to move to the next record so that changes can be applied. Once you have updated the record that is displayed, Grid View will move on to the next record until all records have been updated and you close the window. Note: If you wish to skip a record (without updating the field within it), click the Next Button.

If you have finished updating all of the records, or you no longer wish to continue updating the selected field, click the “X” Button in the top right hand corner of the window to return to the Grid View module.

Grid View provides the ability to modify multiple records for a specific data field using the Next on Select option. To enable this feature, change the “Next on Select” toggle to “on” before updating the record.

You can apply the value that is entered into the first field to all fields within a specific column, by clicking on the “Apply to All” button in the column name. Clicking this icon will cause a pop-up message to appear asking you to confirm that you want to apply the first value to all fields. By clicking the Copy button in the Copy Window, the data that has been entered in the first persons record will be applied to all other records following it.