Advanced Grid Features

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Overview

WorkSuite uses AG Grid Enterprise for displaying data in tables across all modules. The grid provides powerful features for viewing, filtering, sorting, and managing large datasets efficiently.

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Grid Ribbon Controls

The ribbon is the toolbar above the grid that provides quick access to common actions.

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Common Ribbon Buttons

Add New / Create (Green button with + icon):

• Creates a new record
• Opens a form modal
• Available in most list views

Refresh (Circular arrow):

• Reloads grid data from server
• Useful after bulk operations

Module-Specific Actions:

• Session Manager (Load Lists)
• Copy Route (Load Lists)
• Submit Orders (Load Lists)
• Zero Out (Load Lists)

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Column Management

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Showing/Hiding Columns

1. Click the columns tool panel icon (right sidebar)
2. Check/uncheck columns to show/hide
3. Use Select All / Deselect All for quick changes
4. Changes are saved automatically

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Reordering Columns

By dragging:

1. Click and hold a column header
2. Drag left or right
3. Drop in the desired position

Via column tool panel:

1. Open the columns tool panel
2. Drag column names up/down in the list

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Resizing Columns

• Single column: Drag the column divider
• Auto-size: Double-click the column divider
• Auto-size all: Right-click header → Auto-size All Columns

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Pinning Columns

Pin columns to keep them visible while scrolling:

1. Right-click the column header
2. Choose Pin Column:
   • Pin Left: Column stays on left side
   • Pin Right: Column stays on right side
   • No Pin: Unpins the column

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Filtering

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Quick Filter (Search)

The search box above the grid filters across all columns:

1. Type in the search box
2. Grid updates instantly
3. Clear the box to show all rows

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Column Filters

Click the filter icon in any column header to filter that column: Text filters:

• Contains
• Equals
• Starts with
• Ends with
• Not contains

Number filters:

• Equals
• Not equals
• Less than
• Greater than
• In range

Date filters:

• Equals
• Before
• After
• In range

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Advanced Filtering

Use the filter tool panel for complex filters:

1. Click the filter icon (right sidebar)
2. Set multiple column filters
3. Combine with AND/OR logic
4. Save filter combinations

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Clearing Filters

• Single column: Click filter icon → Clear Filter
• All columns: Right-click header → Clear All Filters

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Sorting

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Single Column Sort

Click a column header to sort:

• First click: Ascending (A→Z, 0→9)
• Second click: Descending (Z→A, 9→0)
• Third click: No sort (original order)

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Multi-Column Sort

Sort by multiple columns:

1. Hold Shift
2. Click column headers in order
3. Numbers appear showing sort priority

Example: Sort by Category (ascending), then Price (descending)

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Removing Sorts

• Single column: Click until no sort indicator shows
• All columns: Right-click header → Clear Sorting

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Context Menus

Right-click anywhere in the grid for actions:

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Column Header Context Menu

• Pin Column: Pin left/right
• Auto-size This Column: Fit content
• Auto-size All Columns: Fit all columns
• Reset Columns: Restore defaults
• Rename Column: Custom header (Load Lists)
• Export: Export grid data

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Cell Context Menu

• Copy: Copy cell value
• Copy with Headers: Copy with column name
• Export: Export selection

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Row Context Menu

Module-specific actions:

• Edit: Open edit form
• Delete: Remove record
• View Details: Open detail view
• Duplicate: Clone record

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Status Panels

The status bar at the bottom shows grid statistics:

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Row Count Panel

• Total Rows: Number of rows in grid
• Filtered Rows: Rows after filters applied
• Selected Rows: Number of rows selected

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Totals Panel

Displays column totals:

• Sum of numeric columns
• Updates with filters
• Module-specific calculations

Example (Orders):

• Total Order Amount
• Total Line Items
• Total Quantity

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Custom Status Panels

Some modules have specialized panels:

• Load Lists: Row totals, cart counts
• Orders: Order totals by status

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Selection and Bulk Actions

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Selecting Rows

Single row: Click the checkbox or row Multiple rows:

• Hold Ctrl (Windows) or Cmd (Mac) and click
• Hold Shift to select range All rows: Check the header checkbox

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Bulk Actions

With rows selected:

1. Click a bulk action button (if available)
2. Or right-click selected rows
3. Choose action to apply to all selected

Common bulk actions:

• Update status
• Delete multiple
• Export selection
• Bulk edit fields

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Conditional Formatting

Some grids apply color coding to highlight important data:

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Row Colors

Load Lists:

• Red background: Over-allocated (remaining availability negative)
• Green row: Totals row (pinned bottom)
• Light green: Cart row (pinned bottom)

Orders:

• Status-based colors: Draft, Submitted, Fulfilled

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Cell Colors

• Negative values: Often highlighted in red
• Zero values: May be grayed out
• Status indicators: Color-coded chips/badges

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Grid State Persistence

Your grid preferences are automatically saved: Saved preferences:

• Column order
• Column widths
• Column visibility
• Sort state
• Filter state
• Pinned columns

Per grid: Each module’s grids have separate saved states Resetting: Use Reset Columns to restore defaults

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Responsive Behavior

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Desktop View

Full grid with all features:

• Multiple columns visible
• Side panels available
• Ribbon controls
• Status panels

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Tablet View

Optimized layout:

• Fewer columns shown by default
• Scrollable grid
• Touch-friendly controls

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Mobile View

Card view instead of grid:

• One card per row
• Key fields displayed
• Tap to view details
• Simplified actions

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Keyboard Shortcuts

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Navigation

• Arrow keys: Move between cells
• Tab: Move to next cell (right)
• Shift+Tab: Move to previous cell (left)
• Home: First column
• End: Last column
• Page Up/Down: Scroll by page

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Editing

• Enter: Start editing cell / save and move down
• Escape: Cancel edit
• F2: Start editing cell
• Delete: Clear cell value

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Selection

• Ctrl+A / Cmd+A: Select all rows
• Shift+Click: Select range
• Ctrl+Click / Cmd+Click: Toggle selection

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Other

• Ctrl+C / Cmd+C: Copy
• Ctrl+V / Cmd+V: Paste (if editing)

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Export Options

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Exporting Data

1. Right-click column header → Export
2. Choose format:
   • CSV: Comma-separated values
   • Excel: .xlsx format

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Export Scope

Visible data: Exports what you see (respects filters) Selected rows: Export only selected rows (if available) All data: Export complete dataset

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Export Includes

• Current column order
• Visible columns only
• Applied sorts
• Applied filters
• Column headers

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Advanced Features by Module

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Load Lists

• Editable cells: Type directly in route/station columns
• Auto-save: Changes save after 3 seconds
• Totals rows: Pinned at bottom
• Column renaming: Custom route names

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Orders

• Row grouping: Group by status, customer
• Aggregation: Sum totals by group
• Master-detail: Expand orders to see line items

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Customers

• Quick filters: Pre-defined filter buttons
• Search by type: Filter customers by type
• Address display: Expandable address rows

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Material Items

• Real-time updates: Polls every 30 seconds
• Quantity tracking: Merged from location quantities
• Location drill-down: Click to see locations

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Performance Tips

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For Large Datasets

• Use filters: Narrow down data before working
• Hide unused columns: Reduce rendering time
• Avoid “select all”: Select specific rows instead
• Export in chunks: Filter and export subsets

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Grid Loading

• Pagination: Some grids load data in pages
• Lazy loading: Rows load as you scroll
• Caching: Recently viewed data loads faster

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Browser Performance

• Close unused tabs: Free up memory
• Clear cache periodically: Improves performance
• Update browser: Latest versions perform best

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Troubleshooting

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Grid Not Loading

Symptoms: Empty grid, loading spinner stuck Solutions:

• Refresh the page (F5)
• Check internet connection
• Clear browser cache
• Log out and back in

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Columns Disappeared

Symptoms: Expected columns not visible Solutions:

• Open column tool panel and re-check columns
• Right-click header → Reset Columns
• Check if columns were hidden accidentally

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Filters Not Working

Symptoms: Filter applied but data unchanged Solutions:

• Clear all filters and reapply
• Check filter logic (AND vs OR)
• Verify column data type matches filter type
• Refresh grid data

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Export Failed

Symptoms: Export option doesn’t respond or fails Solutions:

• Reduce dataset size with filters
• Try different export format
• Disable browser popup blocker
• Check available disk space

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Best Practices

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Column Management

• Keep frequently used columns pinned left
• Hide columns you rarely use
• Use descriptive custom column names (if available)
• Reset to defaults if you get confused

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Filtering Strategies

• Start with broad filters, then narrow
• Save common filter combinations (if available)
• Clear filters when switching tasks
• Use quick filter for ad-hoc searches

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Working Efficiently

• Learn keyboard shortcuts for speed
• Use multi-column sort for complex ordering
• Export to Excel for deeper analysis
• Take advantage of auto-size columns

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Grid Maintenance

• Reset columns periodically to clean up
• Clear old filters you’re not using
• Keep browser updated for best performance
• Report bugs or issues to support

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Related Topics