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SDL Desktop - Data Grids - All Modules

 

start iorad content - don't remove it 9 STEPS

 

1. Data grids are used in every module. To get to the data grids, click the Data Grid tab.

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2. On the left-hand side are all of the modules. If you click on a module, it will show you all of the data grids that are available to you within that module. Note: The modules you see are based on the permission given by the system administrator.



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3. To go to a data grid, click the table icon next to the desired data grid.



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4. Notice how we are in the Construction Module and in a Construction data grid.



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5. You must be in the same module as the data grid to be able to edit records within that data grid.


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6. If you click on a different module.


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7. And go to a data grid within that module.


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8. The options to edit will be grayed out.

Note: There are data grids that are available to all modules i.e. General data grids. Also, while you cannot edit records in other modules, you can still filter/view the records in the data grid.


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9. For more information on how to organize/filter data grids, please review our other guides.


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Here's an interactive tutorial for the visual learners


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