v11 Context Menu
v11.1 Context Menu
The context menu is the menu that is displayed when the user clicks with a secondary mouse button anywhere within a grid. It provides quick access to some of the most commonly requested grid functions. The context menu provides different options depending on whether you click on a row in a grid or on the column headings.
The builder has the option to enable or disable certain options, and some context menu options are SharePoint standards. The tables below describe what can be done with each context menu option.
When the user access the context menu via a row in a grid, the menu looks like this and the options work as described below:
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v11 Context Menu |
v11.1 Context Menu |
Create a new item in the same list as the item that was clicked on to access the context menu. An entry form is displayed with all fields that can be populated. The end user can add a document to a document library via this option.
Open an action form and view all available information regarding the selected item.
Open an action form and make any necessary changes. Click OK when you are finished to save the changes and return to the display.
Apply a filter to show only the items that contain the value in the selected column. (The column that the mouse is “over” when the context menu is accessed.) This can include column values that contain the special characters ' and ".
Select an action to execute against the currently selected item.
Copy the current row to the clipboard so it can be pasted somewhere else, such as Excel.
Copy the table (or as much of it as fits on the current page) to the clipboard so it can be pasted somewhere else, such as Excel.
Refresh the contents of the grid, so any changes or additions are reflected
Access the CorasWorks online help for Grid Displays.
When the user access the context menu via a column heading, the menu looks like this and the options work as described below:
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Sort the contents of the grid in ascending (alphabetical) order, based on the contents in the currently selected column.
Sort the contents of the grid in descending order, based on the contents in the currently selected column.
Removes the sorting on the selected column.
Group the contents of the grid based upon the contents of the currently selected column. (See Note below.)
Removes the grouping for the selected column.
Temporarily add a space above the column headers where you can drag a column to group by the contents of that column. You can drag multiple columns to the Group By area. (See Note below.)
Choose this option to enable the display of the columns selected within the Grid. Note: The number of columns shown cannot exceed those selected for display within the Column Definition page of the Display Wizard. For example, if there are four columns set for display, use this option to temporarily choose four columns. If a fifth column is selected, it will not be displayed.
Remove the currently selected column from the display.
Set the width of the currently selected column so that it best fits the contents of that column.
In v11.1 a space is temporarily added below the column headers where you can identify filter criteria to limit the items shown in the Grid Display. Simply type the value you want to filter on in the entry box, click the filter icon, set the appropriate expression, and then select Apply All Filters.
In v11.2 the Filter menu allows for the entry of up to two search variables on the column. Enter the variables, choose the filter type (i.e. – Equals, Contains, Less Than), and click on the Filter button to apply. There is also a Clear Filter button.
Add or remove columns from the Grid Display. When you choose this option, you will see a set of all of the columns included in the display. Remove the check mark next to the column(s) you do not want to display and then select Apply Changes.
NOTE: When a user groups items in a Grid Display, the item counts are displayed correctly. In previous releases, the item count shown in the initial Grid Display view was different from the item count shown when grouping was applied.
