Sub-grid Processing

When a table is first selected for data entry of viewing from the My Data section of the home page , the default view of the data is the summary panel. From this display, when a record is selected for viewing/amendment with the mouse, the Data Form is displayed.

From within the data form, depending on the links between the table you are working with and other tables, sub-tables will be displayed below the table fields. Sub-forms are used to enter linked data, such as contacts with a company, or line items within an invoice.

Depending on the way that the tables have been defined, the sub-grid entries will be presented either as a sub-form page, or as a data entry grid.

As with the main form display, as you move your cursor over the fields, the field is highlighted to show focus. If you are creating a new record or your permissions allow you to edit existing records, selecting a field will allow entry in that field.

Different fields will react in different ways, depending on the definition of the table, fields and content. Some fields may be display only, and either will not allow entry, may be calculated from other fields, or will be presented as drop down calendars or selection lists.

If you are amending existing data or creating new records, the system will warn you if you try to do anything wrong (such as enter text into a numerical entry, or miss a mandatory field). Some warnings will be produced as you enter information, and some will be warned when you save the record.