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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