CP - Person Grid Entry

Overview

The Community Person Grid Entry program provides a tool to simultaneously display and update multiple community 'Person Records'.

You would use this program instead of Community > People when there is a need to change more than one record in the database.

It populates the data into a grid where it can be modified in bulk within the columns.

Populating the grid is a two-step process as follows:

Step 1

The records that you want to update must be contained within a Community List.

Lists are created using the Community > List Builder.

For more information on adding or removing people from lists, refer to Community > List Builder.

Step 2

Process Tab

The 'Process' tab controls the columns that will be displayed in your data grid.

From the 'List' field, select the list (from Step 1) containing the records you wish to update.

If another person has created the list for you, tick the 'Include Shared List' checkbox to view and select shared lists created by other people.

Select the fields to include in your data grid by highlighting them with a mouse-click.

The 'Person Number' and 'Person Name' fields are automatically included and not available for selection.

Holding down the 'Shift' key while clicking on your options permits a range selection, holding down the 'Ctrl' key enables selection of discrete (individual) criterion.

Sorting options are available by selecting the radio buttons on the left of the screen. These options include 'Person Number' and 'Person Name'.

When the grid is populated, data will be displayed within columns.

Each row contains data from a master record matching your search criteria, and each column is a field matching your additional fields from the 'Process' tab.

Click an individual cell to make a change.

If you are editing a table-referenced field that requires a code to be entered, click into the cell and either use the drop-down list or key in the code.

Example:

Use the 'Fill Down' button to replicate the same data down the column.

If you make a mess, use the 'Restore' button to undo your changes. Unsaved data will be lost.

• The data will be restored to the last 'Save'.

• If you have not yet saved, the data will be restored to the way it was when you loaded the grid.

To sort by a column, click on the column heading. To sort by multiple columns use shift-click in the second and subsequent columns that you want to sort by.

To add a new column to your grid without having to go back to the previous screen, right-click on a column heading.

Select 'Save' to commit your changes to the database or 'Cancel' to return to the selection screens.