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Ribbon - Objects

Opening an existing object, or creating a new object, displays the Objects Grid.

The ribbon in the Objects tab contains the following options:

client_setup_objects_ribbon

Ribbon Button

Description

Save

Saves the values you added, modified, or deleted in the grid to the database table. This button is visible when the gridform is changed in any way.

Note: Always remember to save your values before closing the grid or logging out.

Add

Adds a new row in the grid in order to add more records.

Refresh

Refreshes data in the grid.

Close

Closes the grid.

Cancel

This button is visible when you modify the grid. Click Cancel to reverse your changes.

Filter

Opens a filter field the top of the grid. Here, you can select a value that you want to filter the rows by, or you can enter a value to filter on. In some columns, a filter icon displays in the column heading. Select the filter icon within the column heading to choose a filter. Select the filter icon at the top of the grid to hide the filter field altogether.

Export

Exports the grid to Excel.

Share

Select this button to copy the link to this object. Then, choose if you want to include Navigation and/or Header, and if you want URL or a link to embed the object.

Show Inactive

Displays inactive objects in the grid.

Grid Mode

Changes grid mode between paging and scrolling. By default, the grid mode is set to Paging.

Set

Choose what set of data you want to edit.

Published:

Ribbon - Objects

Opening an existing object, or creating a new object, displays the Objects Grid.

The ribbon in the Objects tab contains the following options:

client_setup_objects_ribbon

Ribbon Button

Description

Save

Saves the values you added, modified, or deleted in the grid to the database table. This button is visible when the gridform is changed in any way.

Note: Always remember to save your values before closing the grid or logging out.

Add

Adds a new row in the grid in order to add more records.

Refresh

Refreshes data in the grid.

Close

Closes the grid.

Cancel

This button is visible when you modify the grid. Click Cancel to reverse your changes.

Filter

Opens a filter field the top of the grid. Here, you can select a value that you want to filter the rows by, or you can enter a value to filter on. In some columns, a filter icon displays in the column heading. Select the filter icon within the column heading to choose a filter. Select the filter icon at the top of the grid to hide the filter field altogether.

Export

Exports the grid to Excel.

Share

Select this button to copy the link to this object. Then, choose if you want to include Navigation and/or Header, and if you want URL or a link to embed the object.

Show Inactive

Displays inactive objects in the grid.

Grid Mode

Changes grid mode between paging and scrolling. By default, the grid mode is set to Paging.

Set

Choose what set of data you want to edit.

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