Transitioning Items with the Rich Editable Grid

The Editable Grid has two edit modes, Update only and All transitions. All transitions allows you to select from supported transitions for an item and submit items, while Update only mode uses the update transition when modifying items.

To use the All transitions mode, open the Editable Grid and select Edit Mode | All transitions.

The following screenshot and list describes the actions on this screen.


  1. Switch between edit and view modes.
    • More...
      By selecting the Edit Mode check box and All transitions radio button, display the report in All transitions mode. Clear the Edit Mode check box to return to view mode.
      Tip: You can change the default Edit mode to All transitions in your User Profile.
  2. Save or discard changes.
    • More...
      You can undo changes to all items that have not been saved by clicking Discard. These items are marked with the Modified icon ( image).
      Tip: To save and discard changes to individual items in the grid, right click on the Modified icon (image) in the far left corner of the row, and then select Save or Discard.
      Note: If you modify items in the Editable Grid and then navigate away from it without saving or discarding your changes, the modified items remain locked until the timeout period set by your administrator expires or the locks are manually removed. You can remove your own locks, but an administrator must remove locks created by other users.
  3. Submit items.
    • More...
      Submit an item or multiple items into a project by clicking Submit Item. The item is submitted into the project which is adjacent the Submit link.


      You can also choose to submit items into your preferred projects by selecting the project from the Submit Into drop-down list. For information on setting preferred projects, see Specifying Preferred Projects.


      See Submitting Items in the Rich Editable Grid for details.
  4. Transition and update items.
    • More...
      Choose to transition or update an item by clicking Transitions image and selecting the transition from the pop-up. If your transition contains required fields that are empty and are not contained in your report, the Action icon will change indicating that there are required fields which need values. Select Required Fields from the Action lists to display the pop-up window where you can enter values.


      Items that you are transitioning or updating are locked. Locking prevents other users from editing items you are editing. The Lock icon (image) appears in the far left corner of the row when items are locked.


      When you select to perform a Quick transition, the transition occurs immediately, meaning that you do not have the opportunity to select to Discard Changes. The default behavior of the transition is to launch a confirmation dialog to verify the transition before it occurs. You can remove this confirmation dialog under your user settings. For details, see Setting Display Options.
      Important: Certain transitions are not allowed from the Editable Grid. These include the copy, external post, post, publish and subtask transitions.
      Note: You must have the privilege to perform the transition.
      Tip: Double-clicking on an item will lock the item and bring up the transition picker for you to choose from the available transitions. Choose to update an item by selecting the Update transition and editing the existing rows as you would do in the Update Only mode.
  5. Add notes, attach files, add links, and view item details.
    • More...

      Add notes, attach files, add URLs, send emails, and create item links by clicking Item Actions image. You can also view the item's state change history by selecting Show State Change. You can also choose to View Item, which will allow you to view the details of the item.

  6. Choose from Report Options.
    • More...
      Depending on your privileges, icons for editing the report, saving it as your home page, copying the URL, and displaying the report in a printable view are located in the upper right corner.
      Note: The Printable View opens in the Item List view rather than the Editable Grid. In addition, the Details view and Export to Excel are not available for the Editable Grid.
  7. Navigate to items in a specific project.
    • More...

      If the report contains items from multiple projects, selecting the specific project in the drop-down list navigates to the results for that project.

  8. Resize and sort columns.
    • More...
      Resize columns in the report by dragging the column separators, or by right-clicking on a column and selecting Expand Column. Select column headings to sort items based on column data. To return columns to their original size, right click in any column and select Reset Columns.
      Note: When you create the report, you define the column width, the default sort options, and whether columns are dynamically sortable. See Sorting Options for more information.
  9. Icons indicate changes and status.
    • More...
      Changes and edits in the Editable Grid are indicated by icons. The following table describes the meaning of each of the Editable Icons.
      Field Attribute Description
      Locked The Locked icon ( image ) indicates that the item is locked because you have opened the item for editing. After a field has been changed, the Locked icon ( image ) changes to the Modified icon ( image ); however, the item is still locked.
      Modified The Modified icon ( image ) indicates that a field value has changed. You can right-click on the icon to view changes made during this editing session.
      Warning The Warning icon ( image ) appears when you begin editing a row that contains a required field that does not have a valid value. You must provide a value for the field before you can save your changes.
      Error The Error icon ( icon ) appears when you attempt to save changes to the report and fields contain invalid values. To view errors, right-click on the icon at the far left corner of each row or to the right of each field, and then click View Errors. To resolve errors, you may be required to modify the report criteria to add fields to the report.
      Read Only The Read-Only icon ( image ) appears when you select or hover over a column containing a read-only field or other columns that cannot be modified, such as report calculations. These fields cannot be modified.
  10. Navigate through report results.
    • More...
      Select from the Paging Icons to navigate through multiple pages or show all results. Requery updates the list to add or remove items as they are changed.
      Tip: Use the Items Per Page setting in your user profile to change the number of items listed on each page.