Customizing Grids

Using Grids in the Software

Grids let you view, edit, or manage multiple records at once, often faster than using the Info tab.

1. Set Grid as Default Tab

Open Form Properties from the Items pane before opening a form.

Under User's Default Tab, select 0 – Grid Tab.

Close the window.

2. Editing Records

Activate edit mode:

Mouse: Double-click a cell

Keyboard: Tab to cell and press F2

Move to the next cell to exit edit mode.

3. Deleting Records

Highlight a row (or multiple rows using Shift for consecutive or Ctrl for random).

Press Delete, use the Delete button, or select Delete from the Records menu.

Confirm deletion when prompted.

 4. Filtering Records

Activate the Filter Bar from the Grid icon or by right-clicking in the grid.

Enter criteria in a column to filter results.

Clear filters via Clear All Filters in the View menu, toolbar, or right-click menu.

5. Hiding Columns

Press F3 on the column you want to hide.

Choose System Overrides (all users) or User Overrides (current user) and uncheck Show in Grid.

6. Hiding Field Descriptions

Press F3 on the field, then select:

  0 – Show in grid only

  1 – Show above grid only

  2 – Not shown

7. Adjusting Column Widths

Drag the right border of the column header to resize.

Right = wider, Left = narrower

8. Changing Column Order

Unlock columns: View > Columns > Unlock Column Order

Drag column headers to reorder (left/right).

Lock columns after changes.

To reset order: View > Columns > Reset Column Order → confirm and reload or manually reopen form.

Do not move columns that depend on another column.

Key Tips

Use grids to edit multiple records at once efficiently.

Customize your grid by hiding unused columns, resizing, and reordering to make data entry faster.

Always check dependencies before moving columns.