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Add, edit, and delete lines in tables
This page labels and describes functionality shown on tables, which are available in select records. Scroll down, or use the hyperlinks to the right to navigate to a specific section of the page.
Videos
Videos
General Table Guidance
General Table Guidance
Edit: Click on a line item then the edit button to edit existing line items in the table (more details in the following section).
Add: Click to add a new line item in the table.
Delete: Click on a line item then the delete button to delete the line item from the table.
Refresh: Click to refresh the table.
Scroll/Show Items: Use the arrows to scroll through line items in the table (typically used if there is a lot of data, several pages, etc.). The page size displays the number of notifications you want to appear on the screen. Utilize the drop-down menu to change the number of items on a page.
Editing Line Items
Editing Line Items
There are two ways to edit line item(s) in a table:
Select a single line to edit at one time
Select multiple lines to edit at the same time
Selecting a Single Line to Edit
Selecting a Single Line to Edit
Double-click a line to edit
or
Click a line you want to edit, then click the edit button in the table toolbar
Selecting Multiple Lines to Edit
Selecting Multiple Lines to Edit
Hold the SHIFT key and click on two lines to select all lines in between them, then click the edit button in the table toolbar
or
Left-click and drag the cursor across multiple line selections, then click the edit button in the table toolbar
or
Hold the CTRL key and click on multiple lines, then click the edit button in the table toolbar
Saving Changes to Tables
Saving Changes to Tables
Update Records: After updating the relevant columns in a line item, click update records to save the changes.
Cancel: Click to cancel and get out of editing mode.
Scroll/Show Items: Use the arrows to scroll through line items in the table (typically used if there is a lot of data, several pages, etc.). The page size displays the number of notifications you want to appear on the screen. Utilize the drop down menu to change the number of items on a page.
Keep exploring.
Keep exploring.
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