Grid Views

Gridfox Grid Views allow you to see a list of items within a table. These grids of data can then be sorted, searched and filtered.

Grid Views are created and configured by your Project Admins.

Using a Grid View, you can add new rows, edit or remove existing rows of data where each Row is an individual Record.

Grid View

Adding a New Row

New Records can be created from Grid Views

  1. Click Add Row in the top right hand corner

    Alternatively, you can click Add New Row at the bottom of the table

  2. Complete the information required for the new Record
  3. Click Save

This creates a new Record. This Record will show up on any other Views for this Table.

Adding new row to Grid View

You can also create new Records for Tables from Board Views, Calendar Views and Gantt Views.

TIP

If you don’t have permission to create new Records for a particular Grid View, the button will be unavailable. Your permission to access it is controlled by your Project Admins.

Editing an Existing Row

Existing data can be edited from Grid Views.

  1. Click on a row in the Grid View
  2. Make changes to the Record as required
  3. Click Save & Close

Editing existing rows in Grid View

Using Inline Edit Mode

Inline Edit Mode allows you to update Records directly from the Grid View, helping save time when managing your data.

  1. Toggle on Inline Edit at the bottom right of your Grid View
  2. Click into cells in the Grid View and edit the Records
  3. Click Save all changes in the top right hand corner

You can then choose to disable Inline Edit mode by using the toggle.

Editing rows inline edit mode

TIP

There may be some Fields that you are not allowed to edit. These will be indicated with a message.

You can also update a Field for several Records at once using Inline Edit mode.

  1. Toggle on Inline Edit at the bottom right of your Grid View
  2. Hold down Ctrl or Cmd then click on each individual cell, or click and drag to select several adjacent rows
  3. Click into a selected cell and enter a value
  4. Click Save all changes in the top right hand corner

Updating Multiple Fields using Inline Edit

You can also add new Records using Inline Edit mode.

  1. Toggle on Inline Edit at the bottom right of your Grid View
  2. Click Add New Row
  3. Complete the information for the new Record
  4. Click Save all changes in the top right hand corner

Creating a new record using inline edit

Switching Between List and Card View

For a different look of the Grid View data, you can toggle between a list and cards using the icon in the bottom left of the page navigation.

Switching between list and card view

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