Use this panel to display different pages in the list and to set the number of Records to display per-page. This panel is duplicated at the bottom of the grid.
Use the controls in the Column Headers to filter or sort the Records in the list. These filters will be displayed in the Filters applied 8. Column Headers can be dragged to change the order of Columns in the grid.
Hover over the Menu icon to reveal options. To export the listed Records to a Microsoft Excel file, hover over this icon and select either the Standard export or the With filters option.
Hover over the Menu icon to reveal options. Click this icon (and link) to display the Filter Builder window. The filter applied is shown at the bottom of the grid 8
Save, update, load, delete and reset grid Layouts.
10
Vertical scroll
Click and hold the scroller to see the other columns in the grids.
Page Navigation
Page Navigation Panel
Use the Page Navigation panel to navigate through multi-page lists.
Page Navigation Elements
Page Navigation Elements
ID
Element
Description
1
Page Status Indicator
Displays the current page, number of pages and the total number of items in the list.
2
‘Previous Page’ icon
Click to display the previous page. This icon is disabled when the first page is displayed or there is only one page.
3
‘Page Selector’
Click a page number to display that page. The displayed page is highlighted. The number of page numbers displayed is determined by the number of records divided the Page size.
4
‘Next Page’ icon
Click to display the next page. This icon is disabled when the last page is displayed or there is only one page.
5
‘Page Size’ Selector
Choose the number of list items to display per-page from the drop-down list. The current selection is display in the selector.
6
‘Page Size’ Selection
When the Page Size Selector is clicked, the available selections are displayed; this selection may vary for each grid. The higher the number of records selected may require more time to load the page.
7
‘Page Size’ All
When All is selected as the Page size, all records are loaded onto page 1. This selection may not be available on all grids. A large amount of records may require more time to load the page.
Text Search
Enter text to search
Use the Text Search field to search all text displayed in all columns in the grid.
Enter text into the Text Search field 1 to search all columns displayed in the grid. In this example, the word ‘compliance’ is entered as the search text; when at any point you pause typing in this field, the search will commence (if you want to type more letters, you must wait for the search to complete, before typing some more).
The bouncing balls 2 in TriLine colours indicates that the search request is being processed.
Each occurrence of the text 3 will be highlighted. Only rows containing an occurrence of the text will be displayed; In our example, the text ‘compliance’ is being highlighted.
Clear the search by removing the text from the Text Search field or by resetting the grid layout.
Note: The Clear Filters icon clears Column Header filters only; it does not clear this Text Search field.
Group By Column
Group By Column Data pane
Use the Group By Column to group your data in the grid. Multiple columns can be grouped at once.
Click, hold and drag a Column Heading1 to the Group By Column Data pane. The Column Heading will appear to remain in the grid, while it is being dragged. For example, dragging the ‘Category’ column heading will look like this while the column is ‘in transit’.
As you drag the ‘Category’ column heading into the Group By Column data pane, these arrows 2 will appear indicating that you are in the correct area, and you may now ‘drop’ or release the column. Upon releasing the ‘Category’ column into the Group By Column data pane, it will disappear from the Column headings in the grid. See the next section Grouped By Column List Items to see the how the grid now appears.
Grouped By Column List Items
The list Records will be grouped and sorted by the chosen column. Note the Page items count reflects the number of displayed records.
For our example, the Records are grouped by ‘Category’ 1.
View the Records for a particular group by clicking this down Chevron 2 icon. Note again the Page items counts changes to number of displayed records.
Hide the Records for a particular group by clicking the up Chevron 3 icon.
Grouped By Multiple Columns
When grouping by multiple columns, the Records are grouped in order from the left-most column in the Group Column Data pane.
For our example, the ‘Category’ Heading Column 1 has been dragged into the Group Column Data pane, followed by the Business Unit Heading Column. Only the Categories are displayed in the grid.
To view the Business Unit record for a particular ‘Category’, click this down Chevron 2 icon. Groups within groups are presented in a cascading fashion
To view the records of this ‘Business Unit’ and Category, click this down Chevron 3icon.
Remove Grouping
All grouping columns can be un-grouped by dragging the column back to Column Headings.
For our example, the ‘Category’ grouping, click, hold and drag the ‘Category’ column 1 back to the Columns Headings.
As you drag the ‘Category’ column heading into the Columns Headings at the top of the grid, these arrows 2 will appear indicating that you are in the correct area, and you may now ‘drop’ or release the column. Upon releasing the ‘Category’ column into the Column Headings, it will disappear from the Grouped By Column Data Pane.
Clear Filters
Clear Filters icon
Click this icon to remove any filters applied to the Column Headers in a list.
Note: Some grids removal of filters will still leave a default filter on, such as the ‘Active’ records filter. To remove even this filter see Filters Applied.
Column Headers
Column Header
The Column Header is displayed at the top of each list column.
You can use the Column Header to filter the Records displayed in the list based on the column’s data.
Column Title: The Column Title 1 is always displayed in the Column Header. Clicking on a Column Header will sort the records in the grid in an ascending order. This sort icon 5 showing the sorting direction will appear next to the Title. Clicking on the same Column Header will change the sort order to descending.
‘Set Column Search Filter’ icon: Click the Filter 2 icon to display options for filtering list Records based on this column’s data. For Example, clicking the Category Filter and selecting ‘Operational’ and OK will only show these types of records.
Column Text Filter3 and Column Text Filter icon4 work together. Typing some text into this field to filter the list Records based on the text, and the search condition set by the Column Text Filter 4 icon. (If a small down arrow is displayed in the Column Text Filter, you can click this to show a popup window with extra controls to help you refine your filter criteria (most commonly used in date/time columns).)
Column Text Filter icon: Click the Column Text Filter 4 icon to select the search condition that is applied to the text entered in the Column Text Filter 3 field.
Sort Applied icon: If a sort is applied to this column the Sort Applied 5 icon will appear.
Pin Column icon: If a column cannot be moved or removed from the grid, the Pin 6 icon will be displayed.
Note: The ‘Set Column Search Filter’ icon, Column Text Filter and Column Text Filter icon may not be displayed in all Column Headers.
Hide/Show Column Chooser
Column Chooser
All (unpinned) columns can be displayed or removed from a grid using the Column Chooser.
Column Chooser
Click the Column Chooser icon to display the Column Chooser window. The Column Chooser window contains Column Header that are not currently display in the grid. Column Header currently displayed in the grid can be dragged out the grid into the Column Chooser to remove them from the grid.
To move a Column Header into the grid, click, hold, and drag the Column Header 1 from the Column Chooser into the list’s column header area.
When you have dragged the Column Header into the correct area, the arrows 2 appear, release the column. The column will disappear from the Column Chooser. The Column Header and it’s data will appear in the grid.
To hide a column: click, hold, and drag the Column header from the grid into the Column Chooser window and release. Be aware that you cannot hide a Column Header displaying a Pin icon.
Note: You can also use the Column Chooser to sort and filter lists using hidden column criteria. In the Column Chooser:
Click a Column Header title to toggle the sort direction 3 icon to appear. The displayed grid Records will be sorted in ascending or descending order, by hidden column’s data.
Click a Column Header Filter 4 icon to filter the displayed list Records by on criteria that you apply to the hidden column’s data.
Export to Excel
Note: If you are using Microsoft Internet Explorer 11, the Export, Only use the Save As option. Then find the exported file in File Explorer and open it from there.
Hover over the Export to Excel icon
And select from Standard export or With filters export options:
Click Standard export to export the current list as a standard Microsoft Excel file.
Click With filters to export the current list as a Microsoft Excel file with each column as a filter.
Filters Applied
Show Advanced Filter icon
If a filter is currently being applied to a grid, text will be displayed in the last row of that grid describing that filter. This text can be clicked to display the Filter Builder window.
Clicking the Advanced Filter icon will also display the Filter Builder window.
Click Clear to return the grid to a default filtered state.
Filter Builder
The Filter Builder allows you to search for Records based on very specific—and complex—criteria.
When you have completed customising a grid using the Column Chooser, you can save this grid layout. Multiple layouts can saved and each layout can be reloaded at the required time.
1 ‘Saved Layouts’: Select from previous saved layouts to load and then click 2 to see this layout. This list will be empty if no layout have been saved. Every time you return to this grid from somewhere else in TriLine GRC, this field will be blank.
2 ‘Layout Load’ icon: After Selecting a Saved Layout 1, click this icon to load this layout
3 ‘Delete Saved Layout’ icon: Click this icon to delete layout selected in 1.
4 ‘Update Current Layout’ icon: Click this icon to save layout changes to the layout displayed in 1.
5 ‘Save Current Layout’: Click this icon and type a new layout name in the field provided. Then click the icon to add this layout to the Saved Layouts list 1
6 Reset Grids: Click this icon to reset the current grid to it’s default column arrangement.
Default View
The first time you login into TriLine GRC all grids will display in their default view. You can return a grid to it’s default view by clicking the Grid Reset icon 6.
Save Layout without a name
Save Layout without a name
Open a Work with… records List. When you have completed the number, order, filter(s), and sorting of columns in a grid, with the Layouts field blank, either:
1. click the ‘Update Current Layout’ 4 icon, or
2. click a record in the grid to open that record.
Either action saves the layout. Next time you return to the grid, this is the layout that will display.
Note: A Reset Grids 6 will overwrite this layout with the default layout, and this layout will be lost.
Saving a New Layout
Saving a New Layout
Open a Work with… records List. When you have completed the adding and removing columns, the column order, filter(s), and sorting of columns in your grid, click the ‘Save Current Layout’ 5 icon.
The Saved Layout Name window appears. Type a name for your layout in the Layouts 1 field. Then click the Next 2 icon.
Saved Layout Name window
This saves the Layout. Create as many Layouts as required. The last saved Layout will the layout that will display the next time you this grid even though its name will not be display in the Layout 1 field.
Loading a Layout
Loading a Layout
Open a Work with… records List. Click the Layout 1 field and select a layout that you have save previously. Click the ‘Layout Load’ 2 icon.
Next time you return to the grid, this is the Layout that will display.
Deleting a Layout
Deleting a Layout
Open a Work with… records List. Click the Layout 1 field and select a layout that you have save previously. Click the Delete Saved Layout' 3 icon.
If this Layout was loaded or saved prior to this delete, click Reset Grids 6 to load the default column arrangement.
Updating a Layout
Updating a Layout a Layout
Open a Work with… records List. Click the Layout 1 field and select a layout that you have save previously. Click the Update Saved Layout' 4 icon.
The current Layout will be saved to this layout name.
What will I see next time I view this grid?
What will I see next time I view this grid
If you change the layout and, click any layout icon or click to open a record, then next time you will see your current layout.
If you change the layout and, then click to any other part of the system, you will see your prior layout.
to return a grid to its default view.
to display the Column Chooser window. The Column Chooser window contains Column Header that are not currently display in the grid. Column Header currently displayed in the grid can be dragged out the grid into the Column Chooser to remove them from the grid.
‘Layout Load’ icon: After Selecting a Saved Layout 
‘Delete Saved Layout’ icon: Click this icon to delete layout selected in 
‘Update Current Layout’ icon: Click this icon to save layout changes to the layout displayed in 
‘Save Current Layout’: Click this icon and type a new layout name in the field provided. Then click the 
icon to add this layout to the Saved Layouts list 
Reset Grids: Click this icon to reset the current grid to it’s default column arrangement.