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The Ultimate Grid Edit Guidebook
This is the guidebook you'll wish you had ages ago!
If you have questions about Permissions, Form Rules, Disabling or just want a few shortcuts – I got you covered!
4 Super Packed Sections
Plus Grid Edit Basics for those just getting started!
Grid Edit Shortcuts
Everyone loves a time saving shortcut!
- Selecting & Navigating
- Editing, Saving, & Reverting
- PLUS: Open New Windows
Data Entry Optimization
Learn how to get the most out of your Grid Edit reports!
- Building & Embedding reports,
- Pasting from Excel (What!)
- What happens to Notifications & Automatons when using Grid Edit
Working Around Form Rules
Are users bypassing form rules with Grid Edit? I got your solutions!
- Required fields
- "Abort Save" rules
- After the record is saved rules
- Show/Hide form rules
- If all else fails, what to do!
Managing Access to Grid Edit
Permissions can be tricky with so many ways to set, override, & hide!
- Who can create & use Grid Edit
- Hide multi-record options
- Disable by Role
- Disable by Report
- Override Role & Report settings