Features

Above the grid, various functions allow you to manage grid records.

The function of each icon can be viewed in detail by positioning the mouse cursor on the desired icon.

1. Open the two-tab mode to view the data of a record in a different way.
2. Add a new record to a table.
3. View/modify a record in a table.
4. Duplicate a record.
5. Delete a record in a table.
6. Create and start a workflow on the selected record.
7. Signer un workflow
8. To automatically publish a report in PDF or Word format according to a template defined in the configuration (administrator interface), select a record in the grid and click on the “Publish” icon. This report integrates the data of a record as defined in the publication template.
9. Extract specific data by exporting them via an Excel file.
10. Generate a data matrix.
11. Display a configured graph on the table.
12. Quickly send recording data by e-mail.
13. Relaunch a calcul on a record when we have one or more calculated fields configured on a family.
14. Select visible columns.
15. Display configured calcul on the grid.
16. Remove filters if you have applied any to your columns.
17. Tool to search for several keywords by applying an “inclusive OR” operator between them: the result contains all records that themselves contain at least one of the search keywords. Keywords are delimited by the separator. Do not enclose the separator in spaces.
18. Cancel the “OR inclusive” search.
19. Resize grid.
20. Update grid.
21. Show/hide grouping zone.
22. Search for data in the recording grid.