Managing entities via the grid

Master data managed via the Grid method is able to be added, editted and imported via the UI. The following steps use the Location item as an example, however the same steps apply for all entities managed this way. (Any entity-specific details can be found at Base Level Master Data)

Viewing

All current master data is visible when first opening the main page for the entity, with a row per record.

Adding

A new record can be added by selecting the Add Row option.

A modal will then be displayed, and values for each of the attributes of the entity can be added by clicking beneath the heading. Mandatory data is noted with a '*'.

If any of the fields are references to other entities, be sure to enter the data exactly as it is in the other entity (eg, for a country reference, if the country code is defined as USA, then US would fail validation in a referencing entity).

When ready, click 'OK' to add the record. If there any issues with data entered (such as mandatory data missing or incorrect references to other entities), an error will be displayed at the bottom of the screen. Click 'More info' for further details about the error.

Editing

Existing records can be editted by clicking on the field to be updated and making the required changes.

If data values for the entity being updated reference other entities then these references will need to be correct.

Deleting

To delete record(s), select the checkbox next to the relevent rows and then select 'Delete Row(s)'.

Exporting

The full table of reds for a given entity can be exported using the 'Export' button.

A csv file will be exported containing all the columns available in the view.

Importing

Multiple records can be imported from a file using the 'Import' button.

Create a .csv file to import.

• The file must be in csv format

• All fields that you can see in the grid must also be included in the file, apart from the ID number, in the same order as the grid. (A good way to get the file structure right is to first perform an export as this will export all the correct headers)

Once the file is ready. Select 'Choose file'

Then select 'Upload' and the file will be uploaded. Any errors will be shown.