Grid & Row Actions

Transaction tabs that can contain more than one record display records in a grid. Various actions are provided with each grid and vary by page. Some of the actions are displayed as icons at the top of the grid. Other actions are provided via a row-level menu or are listed as a button on each row. Other grids provide hyperlinks that transition you to other transactions and some rows provide an attachment icon that allows you to add an attachment for a specific line in the grid. For information on transaction specific row level actions/related page links, refer to the user guide associated with the business area the transaction serves. Only the common actions are given here.

The following list of actions (listed alphabetically) are common across the majority of grids that exist on transaction tabs. Security and site-specific transaction setup may prohibit some actions.

Add Record - This action adds a new line to the grid.
Copy - This action copies all information from the selected line.
Delete - Deletes the selected line/lines and all associated components such as attachments, children components, and so forth, from the transaction. This action is only available from an open transaction in Draft.
Export - Some grids in Advantage allow you to export all of the records in the grid (including those on other pages of the grid) to a CSV file. If this feature is enabled for a grid, then the Export All > Viewable columns and Export All > Available columns actions are provided at the top of the grid. Some grids allow you to export only the selected records in the grid to a CSV file. If this feature is enabled for a grid, then the Export > Viewable Columns and Export > Available columns actions are provided at the top of the grid. The CSV file can then be opened in Microsoft Excel through an import wizard. The column names displayed on the CSV are the field names used in the scalar area for the selected tab. If the scalar area does not include any fields, then the grid columns are used. Refer to the “Export Grid Results to CSV” topic in the CGI Advantage Page/Table User Guide for detailed instructions on how to export the results to a CSV file and how to use an import wizard to open the file in Microsoft Excel.
Spreadsheet – In addition to Export to CSV, the Export All > Spreadsheet action downloads grid results to an Excel spreadsheet using a predefined template. Refer to the “Export Grid Results to Spreadsheet” topic in the CGI Advantage Page/Table User Guide for detailed instructions on how to export the grid results using a template.

Paste - This action inserts a new line using data from the previously copied line or lines. This action is only available from an open transaction in Draft and is only available if the Copy action has already been selected for an existing line.
Undo - This action will undo the previous change that occurred in the grid.

Copy - This action copies all information from the selected line. To paste a copy of the selected line, select the Paste Copied Records action at the top of the grid.
Delete - Deletes the selected line and all associated components such as attachments, children components, and so forth, from the transaction. This action is only available from an open transaction in Draft.

For additional information about working with lines in a grid, refer to the "User Interactions" topic in the CGI Advantage Page/Table User Guide.