Edit data - Intergraph Smart Materials - Version 10.1 - Help - Hexagon PPM

Intergraph Smart Materials Portal Classic Help (10.1)

PPMProduct
Intergraph Smart Materials
aSubProduct
Portal Classic
PPMCategory_custom
Help
Version_SPMat_custom
10.1

This topic explains concepts like editable and non-editable cells, mandatory and non-mandatory cells, and common cell operations.

Editable and non-editable cells

Cells in the grid can be editable or non-editable. You can enter information only in the cells that are enabled for editing.

EnteringInformationInACell

1

Editable cells – Editable cells which allow you to enter data are shown with a white background.

2

Non-editable cells – Non-editable cells are shown with a grey background. You cannot enter data in these cells.

You can enter edit mode by double-clicking a cell or by pressing F2. If you enter edit mode, the entire row enters edit mode, and you can click the adjacent cells to enter data. An edit mode indicator shows that the row is in edit mode.

SHARED Tip You can press the ESC key to exit edit mode.

Mandatory and optional cells

  • Mandatory cells - Mandatory cells are marked with a red asterisk . You must enter data in mandatory cells to proceed to the next step to complete a process.

  • Optional cells - You can choose to leave the optional cells blank to complete a step in the Portal. Optional cells are not marked with an indicator.

Common cell operations

  • Insert a new record - You can insert a new record using Add AddIcon.

  • Update data in a cell - You can update data in a cell by entering edit mode and modifying the existing data. You must click Save to keep the modified information.

  • Delete data in a cell - You can delete the data in a cell by entering edit mode and pressing the Delete key.

  • Copy data from a cell - You can copy data from the shortcut menu options available on a cell. Right-click a cell and click Copy or Copy with Header to copy the cell data.

    SHARED Tip Copy with Header copies the cell data along with the header name.

    When you copy data from the grid to an Excel sheet, sometime Excel might not recognize the numbers as numbers because of spacing issues in the cells. For example, this problem happens with French settings. In French settings Char(160) is used as default space. However, Excel recognizes Char(32) as default space. Follow the steps below, if your computer is configured with French settings in Control Panel.

    1. Click Region and Language from Control Panel.

    2. Click Additional Settings...

    3. In the Digit grouping symbol box, backspace to remove the default space (char(160)) and then press space bar to add empty space (char(32)).

  • Paste data from a cell - You can paste data into a cell by using the shortcut menu options available on a cell. Right-click a cell and click Paste to paste the copied data.

  • Save - You can save the data on a page by clicking Save.

Select List

In many places in the application you will see a Select List option. There are three types of select lists.

  • Pre-defined select list LOVButton - Allows you to pick an option from a pre-defined select list.

    • You can search for values from the top and pick a value.

  • Date picker CalendarIcon - Allows you to pick a date.

  • Drop-down lists: Contains a list of values depending on the data you are entering. This list appears when you double-click the cell.