The Editable Grid enables you to edit Listing report results and make a
variety of changes to information in multiple items at the same time. For
example, you may want to use the Editable Grid to:
- View a list of items and provide a different value for the
Severity field for each item as it applies.
- Assign items to appropriate users by creating a Listing report
showing all unassigned items, and then updating them in the list. This is
helpful for project managers who triage and assign issues.
- Simplify the process of submitting multiple items into an auxiliary
table.
If you have privileges to update items in the report, you can use one of
the edit modes: Update Only and All Transitions.
Update only mode enables you to perform updates on
all items that you have privileges to update. The
All transitions mode enables you to choose from
available transitions for the items in the results in addition to being able to
update items.
Note: If you do not have privileges to update or transition items, you can
view items in the Editable Grid but will be unable to make any changes.
Opening the Editable Grid
The following methods enable you to open Listing reports as an
Editable Grid:
- Run a Listing report, and then select
Use Editable Grid from the
Action menu.
- Run a Multi-View report, click the zoom-in icon () on an individual Listing
report, and then select
Use Editable Grid from the
Action menu.
- Create a Listing report that opens as an Editable Grid by:
- Clicking the
Editable Grid link above the Listing
report sample image
- Selecting
editablegrid.htm from the
Optional HTML Template list
After you have opened the Editable Grid, you can perform the following
tasks:
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