Field Considerations for the Rich Editable Grid

General Field Usage

Required Fields
When fields are set as required for the transition and do not appear in the report, a pop-up will appear with the fields for you to enter values.
Default Values
When you switch to edit mode and select a row, default values may be populated if they are set for the fields in your report.
Dependent Fields
If your report contains an independent field without its dependent fields, you are prompted to add the dependent fields to the report when you modify the independent field values. This enables you to see the values changed for dependent fields based on changes to independent fields.
Fields With Large Selection Lists
Fields that contain over 250 selection values are always set as searchable in the Editable Grid. This applies to User, Multi-User, Single Selection, Multi-Selection, Single Relational, and Multi-Relational fields.

System Fields

Values for some system fields, such as State, Active/Inactive (for primary items), Owner, and Secondary Owner, cannot be modified using the Editable Grid.

If you have appropriate permissions, you can modify the Project field if it appears in your report. Select the field and choose from the available projects in the drop-down list.

Binary/Trinary Fields

Binary/Trinary fields always appear as drop-down lists in the Editable Grid.

Date/Time Fields

You can modify values for Date/Time fields by manually typing values in the format indicated below the field when it is selected. You can also use the Calendar pop-up to specify a date.

The following information applies to Date/Time fields:

Date/Time Keywords
Keywords, such as startof_lastmonth and endof_lastyear, can be used in the Editable Grid. These values are converted to date and time values when you save your changes. For a list of keywords, refer to Using Date/Time Keywords.
Stopwatch
This feature used by Elapsed Time fields is not supported in the grid.

Numeric Fields

You can type values for Numeric fields by manually typing values in the format indicated below the field when it is selected.

Text Fields

You can modify Text field values by typing directly in the row, or by clicking the edit icon. The edit box is recommended for typing or pasting large amounts of text.

The following information applies to Text fields:

Use these tips to view large amounts of data in Text fields:
- Click the first column in each row to view individual items in a pop-up window.
- Right-click on the Text field's column header, and then click Expand Column. To return the column to its original size, right-click on the column header, and then click Reset Columns.
- In edit mode, click the edit icon in the upper right corner to view all data in an edit box.
You can only append data to Text fields set as Journal fields. Existing Journal entries cannot be modified.
HTML tags are not rendered in the Editable Grid.
Password fields cannot be modified in the grid.

Selection Fields

The following information applies to Single Selection, Multi-Selection, User, Multi-User, Multi-Group, Single Relational, and Multi-Relational fields.

Searchable Fields
For fields that are set to allow searching, type your search criteria in the box, click the down arrow to return results, and then select values as needed.
Non-searchable Fields
Click the down arrow to view valid selections, and then select values as needed.
Tip: The help text at the top of the selection list indicates whether you can choose a single value or multiple values.
Previously Selected Values
To view previously selected values for multi-selection fields, click the down arrow.

Folder, Sub-Relational, and Summation Fields

These field types cannot be modified in the Editable Grid.