Sorting 

Most screens with a grid have a sort feature. There are very few that do not. When a screen has sort capabilities you will find an icon on the upper right-hand side of the grid which will be represented with this icon: . Each field in the list will have an ascending and a descending option. Simply select the option you want and the screen will refresh. The selection is not permanent and will always default to the original sort when initially launched from the menu.

Column Selection

The columns that are shown on the screen can be changed by clicking the column selector icon. This icon can be found next to the sort options icon as shown:  . When clicked a panel on the side with slide onto the screen allowing you to turn columns on and off based on what you want to see. Click the confirm button at the bottom to save your selections. Click the “Show All” button to turn all of the columns on. The selections you make are permanent for your User ID and will remain until you make alterations in the future.

Records Per Page

The Records Per Page for this screen will default to 100 records shown as a maximum per page. This can be changed by clicking the records per page icon located at the top right next to the column selector as shown: . When changing it is temporary and will return to the default each time this screen is launched from the menu. 

Exporting to Excel

Most of the screens displaying data in a grid will have the ability to export to excel. The system will export all records that match the column selections and that meet the values in the filters.

Multiple Row Options

Many of the grids in Hoops contain a checkbox in the very first column. This allows multiple rows to be selected. When a grid has at least one row is checked, a call to action dropdown and a button titled “Execute” will appear. The actions listed will be performed on each of the rows checked when selected and the “Execute” button is clicked. On some screens the contents of what options are sown in the call to action dropdown might be determined based on the filters. When this is the case, there is a “Utilities” dropdown at the top left part of the screen under the title that will contain options that start with the words “Setup To …” The contents of the call to action dropdown is also driven by what permissions you are assigned. It is common for the combo box contain options to “Edit” and “Delete”. The Edit option will open a maintenance window for each record selected and prompt for deleting or canceling all selected records.

Other options

When hovering over a row of a grid you may see options to Delete/Cancel a record as well as others. By placing your mouse pointer over these icons should cause a “Tooltip” to appear with text indicating the purpose of the icon.