Common Grid Features
Published: 2026-01-06 Revised: 2026-09-01
Common Search Features
Available in the following grids:
- Components
- TUx Log
- Inspections
- Attempts
- Cooling Tower Inspections
- All Leaks
- Reconciliation Porch
- OGI/Inspections
- OGI/Sensitivity Checks
- OGI/Picture Audit
| Property | Definition |
|---|---|
| Show Query | Used to search for components by any component properties. For instance, to search for all the valves designated as NDE, set to Comp Type = Valves and NDE = Yes. Queries can be named and saved for future use. |
| Add Fields to Query | Used to select the fields used to query, then the qualifier, and the details e.g. Location Is Like TK-140 |
| Search | Click to run query specified in the Add Fields to Query section |
| Saved Queries | Click Heart icon to save the current query. Click the drop down to show all Saved Queries. Click the Trash icon to delete the selected Saved Query. |
| The date criterion that is already there | Several of these grids open with a date criterion pre-filled for the last seven days — All Leaks (Date Opened), Inspections, Attempts, Cooling Tower Inspections and OGI/Inspections (Date Performed). It is a starting point, not a limit: the criterion is shown in the query panel, and you can change the date, or X the row out entirely, then Search again to reach older records. This is the usual reason a record you know exists does not appear in a grid. Two related notes — the AVO Events screen does the same thing with its Start Date and End Date boxes rather than a query row; and when you reach one of these grids by drilling into a single component, the window is not applied at all, so you get that component's full history. |
Common In-Grid Features
These features are available in most grids, and the Columns and Filters panels are on every one of them. The Menu panel is not universal — OGI/Inspections, for example, offers only Columns and Filters, so the Refresh, Export and Grid Layout options described below are not available there. The quickest way to tell is to look at the vertical labels down the right-hand edge of the grid: whichever of Menu, Columns and Filters you see there are the panels that grid has.
Field Header Menu (located to the right of each field header in the grid)
| Property | Definition |
|---|---|
| Pin Column | Freezes column in the selected location on the grid. Choose Pin Left or Pin Right to keep the field in view while scrolling sideways, or No Pin to release it again. |
| Auto-size This Column | Expands the column to fit the longest character length in the current grid results |
| Auto-size All Columns | Expands all columns to fit the longest character length for each in the current grid results |
| Group by [Field Name] | Groups the data by that field and displays a count of items grouping |
| Reset Columns | Resets columns to the default order |
| Filter Icon | Filter the displayed results in the field |
| Column Selector Icon | Select/unselect from the currently displayed fields in the grid |
Menu (located to the right of each grid)
| Property | Definition |
|---|---|
| Refresh | Used to manually refresh the grid with current data |
| Export to Excel | Exports the data currently displaying in the grid to a .xlsx file |
| Export to Csv | Exports the data currently displaying in the grid to a .csv file |
| Export All Columns | On select grids only (for example the Tour Details grid). Exports a few extra columns not shown on screen alongside the columns you currently have displayed, in the order you have them arranged. |
| Save Grid Layout | Saves the current grid layout including displayed fields, column order, pinned columns, and column width. Option to save for Just Me or Everyone. |
| Load Grid Layout | Load a saved grid layout |
| Manage Grid Layouts | Select and delete any saved grid layouts |
Columns (located to the right of each grid)
| Property | Definition |
|---|---|
| Pivot Mode | If you find a use for this, please let us know! |
| Fields | Select/Unselect fields to view in the grid. Use the Search box at the top of the list to find a field by name rather than scrolling — useful on the Components grid, which offers over a hundred. |
| Row Groups | Drag fields to this box to group grid by that field(s) |
| Values | Currently unavailable to use |
Filters (located to the right of each grid)
Use any available field to set a filter to refine the current results. This panel has its own Search box for finding a field by name.