Using Aero’s Grids

To group items in a grid, simply click and drag any column header into the blue header at the top of the grid. To un-group, click the ‘X’ in the box.

Grouping Grids

 

To sort or filter the grid, click on the three ellipses to the right of any column header. A drop down list will open with the following sort options:

Sort Ascending List the contents from the smallest to biggest or from A to Z
Sort Descending List the contents from the biggest to smallest or from Z to A
Columns Check or uncheck boxes to choose which columns display in the grid.Grids- choose columns
Filter: User, Subject, Company, Contact, Project, Type Grids - filter choicesChoose to have only certain items display or to exclude certain items. You can choose:

  • Is equal to (must be an exact match)
  • Is not equal to (must be an exact match)
  • Starts with
  • Contains
  • Does not contain
  • Ends with

Enter your filter criteria and click the blue Filter button. You can also choose a second filter criteria before you click the Filter button.
To clear your filter selection, choose Filter from the drop down menu and click Clear or reload the page.

Filter: Start Date Grids - date filterChoose to have only certain items display or to exclude certain items. You can choose:

  • Is equal to *
  • Is not equal to
  • Is after or equal to
  • Is after
  • Is before or equal to
  • Is before

Choose your date from the calendar and click the blue Filter button. You can also choose a second filter criteria, so you can find aeros or time entries between two dates.
To clear your filter selection, choose Filter from the drop down menu and click Clear or reload the page.
*because this is a date-time field, choosing is equal to will always bring up nothing.

Filter: Category, Status Grids - select valueChoose to have only certain items display or to exclude certain items. You can choose:

  • Is equal to
  • Is not equal to

Choose your filter criteria from the dropdown menu and click the blue Filter button. You can also choose a second filter criteria before you click the Filter button.
To clear your filter selection, choose Filter from the drop down menu and click Clear or reload the page.

Aero Grid footerIn the footer of every grid you have buttons to move forward or backwards in the pages of the grid, choose how many items per page you want to see on the grid, and click to refresh the grid.

On many of the main grid screens, you can select your groupings and filters and the save it by clicking the Make Sticky button at the bottom. Your saved view will be loaded every time you navigate back to that screen.

Updated on August 3, 2017

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