Data Grid
Overview
The Data Grid is where you can view and/or manipulate records resulting from multiple selected sites, calls, or work records in your inventory. “Selected” records are those resulting from performing a Search or using your Map Selection Tools.
The Data Grid can be customized for each user! Use the menu button in the top-right corner of the grid to add or remove attributes. Columns can be moved and resized as well! Make sure to click “Save Grid Layout” for your changes to persist! Please see https://daveyresourcegroup.atlassian.net/wiki/spaces/TKS/pages/504725509 for more information on customization.
Data Grid Navigation
A – Information Tabs
The information tabs are used to change between site, call, and work information. The default tab that appears after a search or selection will be the site tab. See the links below for more information on the types of data:
B – Utility Buttons
There are a number of buttons available to help manage the data in the grid.
1 – View Site Information
Will open the selected sites' information window.
2 – Deselect Site
Will remove a selected site from the selection results and data grid.
3 – Toggle Filters Bar
Toggles the bar where filters can be applied. It does not toggle the filters themselves, so the data will remain filtered.
4 – Print Selected Sites
Offers a printable form for the selected sites.
5 – Global Edit
Opens an edit form for bulk-editing sites.
6 – Global Document Upload
Presents a file picker and will upload the chosen document to all queued sites.
7 – Apply Rule
Applies a rule to queued sites, editing them based on the rule criteria.
8 – Add Work
Adds a work record to the queued sites.
9 – Add Call
Adds a call to the queued sites.
10 – Delete
Deletes the selected sites.
11 – Queue by Polygon
Adds items to the queue by allowing you to draw a polygon.
12 – Un-Queue by Polygon
Removes items from the queue by allowing you to draw a polygon.
13 – Sort by Queued Data
Sorts the data by moving the queued data at the top.
C – Layer Selection
If sites from multiple data layers are selected at the same time, this is where you can choose which data layer’s data to view in the grid. The data table can only show results from one data layer at a time.
D – Data Table
This is where data for the selected sites can be viewed. The columns are adjustable, including column width & order, as well as what fields present and hidden. For more information on customizing your data grid, see Data Table Column Management.
E – Grid Accessibility
The left button pops the grid out into a new window, allowing you to view the entire map with the data grid on another screen. The button on the right opens and closes the data grid.
F – Page Buttons
By default, the grid will only show up to 10,000 results. The remaining results will be on a separate page. With these buttons, you can change the page, or change how many records are shown on a page.
