How To: DataGrids

For a video tutorial on DataGrids, click the icon below…

How to search a DataGrid

Typing in the search criteria then pressing enter or clicking the magnifying glass will bring back results based on the search keyword.
To define which columns are searched, select the small downwards arrow icon. Clicking this arrow shows all of the fields in the current DataGrid, and anything already selected is what is currently searchable. Anything deselected is ignored.

How to email from a DataGrid

You can email users directly from many DataGrids in the accessplanit platform, with various 'To Address' options depending on which grid you are using.

Go to the DataGrid you want to email from, for example the Class Delegates Smart Grid.
Select the records you wish to email regarding, e.g. the delegates you want to send an email to.
Click on the down arrow in the top left of the grid and select Email.
You will see a dialog box similar to below:

Creation Type is whether you would like to send a pre-existing email template out, send an eCampaign, or create a new AdHoc email to send immediately.
To Address Property is which email address relating to the records in the grid do you want to receive this email. For example, you can send an email from the Delegates DataGrid to the delegate's booker or manager too.
If you select eCampaign as the Creation Type, you will see these options:

From Address is the email address that the eCampaign should be addressed from, which can be different to the default platform email address.
Send Date is when you would like the email to send out from the platform.
When you have filled in all of the fields, you can click Send to send or schedule the email.

FAQ’s

Why are some columns not available in my DataGrid?

Each DataGrid is linked to a specific table of information; some are course-based, some are User-based, some are Trainer/Resource-based, and each DataGrid has its own information that you can choose to include or hide as columns.

If there are any columns that you would like to see within a DataGrid that are not currently available, please log a product suggestion for this.

What are Smart Grids?

Smart Grids contain Delegate, Placeholder, Booking, Award, Purchase and Trainer Confirmation related DataGrids. Within this section, you will be able to manage all Delegates within your platform as well as manage Awards and view historic bookings. Read more about Smart Grids.

Why is my DataGrid taking so long to load?

This is typically due to the volume of data that your DataGrid is trying to load, if you have a lot of columns included and a lot of rows, this can be quite a big request! Try reducing the number of columns and rows to optimise your DataGrid.

Why is my DataGrid search taking so long to complete?

This is typically due to the number of fields selected in the search criteria, click on the down arrow next to your DataGrid Search to adjust your criteria. The less options you select the more efficient and more precise your search will be!

I’ve set up a DataGrid Filter for ‘Next 6 Months' but no info from the current month is showing, why is this?

The DataGrid Filter will consider the Last 6 months to be the previous six Months, and exclude the current month.

If you need to include the current month, a ‘Between’ filter will be more useful.

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