Customising Grids

A grid's contents can be exported to a CSV (comma separated values) file.

Click Export to CSV , the User will be prompted to open (compatible programme such as MS Excel required) or save the CSV file.

A User can print the grid

Click Print , a pop up will appear with a preview of the grid, click Print and a pop up will open with the options to print to connected printers.

Default grids for all MRI Evolution Users can be set using Set Default Columns function, it is suggested that this Permission is only given to System Administrators.

Click Set Default Columns , a pop up window appears which allows the set up of default grids.

To add a column, select it in Available Columns and click Add.

To remove a column, select it in Selected Columns and click Remove.

To change the order of a column, select it in Selected Columns and use any of the Move up , Move down , Move to First , or Move to Last buttons to arrange where the column will appear.

Note: Columns at the top of the list appear on the left in the grid. Columns at the bottom of the list appear on the right in the grid.

Available from 5.0.0.0 Selected columns can be made editable directly from the grid, check the box to make the field editable

Note: Administrators can define which fields are editable from Table Fields ( for more information see Table Fields)

When you finished the arrangement, click Save .

Users are able to customise Grids within MRI Evolution so only data relevant to them is displayed, and the columns are in the required order.

Click Personalise , to open a pop up window which allows the set up of personalised grids.

To add a column, select it in Available Columns and click Add.

To remove a column, select it in Selected Columns and click Remove.

To change the order of a column, select it in Selected Columns and use any of the Move up , Move down , Move to First , or Move to Last buttons to arrange where the column will appear.

Click to remove any grid personalisation applied to the current grid, back to the system default. Available from 5.5.1.0

Note: Columns at the top of the list appear on the left in the grid. Columns at the bottom of the list appear on the right in the grid.

Available from 5.0.0.0 Selected columns can be made editable directly from the grid, check the box to make the field editable

Note: Administrators can define which fields are editable from Table Fields ( for more information see Table Fields)

When you finished the arrangement, click Save .

Available from 5.0.0.0

If enabled, a User can enhance the filter and editing features in their grid. The drop down options will alter dependant on the field selected.

From the Selected Columns window click Default Columns to the left of the field, a pop up window will allow the filter and display features to be modified.

Note: The Multi Select Type Function will only work with direct foreign keys e.g.  AR_FKEY_BG_SEQ

Note: Clicking Add Display Text whilst and Available Table is highlighted will add the foreign key directly to Selected Columns

• Edit Type - set the field type for entering data e.g. number with no decimals or number with two decimals
• Display Type - set the field type for displaying data e.g. number with no decimals or number with two decimals
• Footer Type - Numerical data can be summarised in the column footer select the aggregate
• Footer Text - Add text to in the column footer to appear before the aggregate summary
• Filter Type - from the drop down select additional filter types e.g. multi select or number range

Clicking on any of the column headers will sort the entire grid in order based on that column. First click will order the column in ascending order, clicking a second time will re-order in descending order.

Available from 6.2.0.0

Grids can now be sorted by foreign key related entities.

For example:

The Asset (FASSET) entity has a Sort By Column value defined.

Asset has been added to the Tasks grid as a foreign key relationship.

A user can click on the Asset column header in the Tasks grid and the Tasks grid will be sorted by the Sort By Column defined against the Asset entity.

Note: With no Sort By Column value selected, the first/only column of the Display Format defined will be used to sort.

It is possible to sort by multiple columns within the grid. In order to use this function, click Enable Multi Column Sort , Clicking on multiple columns then allows you to sort the data e.g. by Building and then by Status or Priority.

To return to sorting by a single column click Disable the Multi Column Sort .

By default once a filter is entered into the grid, the grid will refresh to the applied filter, to turn off this function, click Turn Auto Refresh Off . The grid will now need to be manually refreshed when filters are applied. To return the grid to the default setting click Turn Auto Refresh On .

Once a filter has been applied it can be manually removed by deleting the filter information from the search box, alternately click Clear All Filters , this will remove all filters and refresh the grid.