Edit Records in Grid View – Mentor CTMS

Selected screens in this system provide a permissioned user with enhanced grid features including Customizing the View and Edit in Grid View.

Edit in Grid View

This option is available on multiple screens and allows a permissioned user to modify multiple records directly in the List View. In addition to improving efficiency and simplifying the update process, the feature follows all standard validation rules to maintain the integrity of the data.

1. Click the Edit in grid view button, located above the grid.
2. The grid contents display in an editable table.
3. Click in a cell and the system presents the option that represents the contents, i.e., may include Text entry fields, Date selector, Drop-down menu, other.
4. To include the same change in multiple rows of the column, click the handle (bottom right) in the updated field and drag down.
5. Click the Save button to maintain your changes and return to the grid view. Optionally, click the Exit grid view button to leave this screen without retaining updates.