Grid View Tutorials

The commands available from the context menus are in US English (because it is a plugin). Other plugins (e.g. Form Designer) also use US English whereas QuickEasy BOS uses UK English.

These tutorials explain how to use the context-menu grid features.

Column Grouping Tutorials

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How to Group by Field

1. Display a list of entries (e.g. transactions).
2. Right-click a column header and select Group By This Field.

• The rows in those columns become headings on the left, and the rest of the information is collapsed beneath the headings. Click the arrows (>) to expand the information.
• The header is displayed in the block above the table of entries.

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How to Remove Field Grouping

1. After applying field grouping: Right click the heading in the block above the table and select Remove from grouping.

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How to Group by Box

1. Display a list of entries (e.g. transactions).
2. Right-click a column header and select Group By Box.
3. Drag a column that you want to group by over the feint grey text: Drag a column header here to group by that column.
4. Drag any other column header onto the dragged header to add another layer of grouping.
   • Note: Columns can be reordered by dragging them to a new position.

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How to Remove a Single Header from Group by Box

1. After applying a group-by-box filter: Right-click the header you want to remove and select Remove from grouping.

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How to Remove Group by Box

1. After applying a group-by-box filter:
   1. Right-click every header in the grouping field and select Remove from grouping from the context menu.
   2. Once all the headers are removed, right-click any header and click Group By Box to remove the light-grey text.
      • Note: Before you click Group by Box there will be a blue box drawn around the text. After you click it, the blue box is removed.

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Troubleshooting: Group by Box Removed: Grouping still Applied

If you first remove Group by Box without removing the headers from grouping, the grouping remains even though the headers are removed.

1. Right-click any field and select Group By This Field from the context menu.
   • Note: This action makes the headers reappear.
2. Right-click every header that is displayed and select Remove from grouping from the context menu.
3. Right-click any header and click Group By Box to remove the light-grey text.

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