Editing Data in Professional

Inline Editing

OpenGround Cloud Professional allows for data to be edited within the grid views. To edit data, just simply select the grid that you wish to edit data within and select the Add/Edit icon from within the Grid Tools context sensitive ribbon.

The grid will then add an orange bar that allows you to add new data (See the section on Adding New Data) and this shows that the grid is now in Edit Mode. You can how double click on any cell and add or edit data as needed.

Any Key Fields that are edited within the grid view will be updated throughout any child records. Therefore, if a Hole ID was changed, any samples and geology etc. would be updated to reflect the new change.

The grid can be navigated using the arrow and tab keys on the keyboard. A full list of shortcuts can be viewed by navigating through to the Shortcut Keys option within the Help tab on the Ribbon.

After the cell is selected, data can be entered as required. OpenGround Cloud Professional validates any data that is added as you exit a row. Therefore, if a value already exists or the wrong type of data is entered then the program will not commit the changes until this is rectified.

The different data types within OpenGround Cloud Professional have specific methods to allow for the most efficient data entry. The first of these is the ability to expand a remarks field as these may contain a lot of data. Double clicking on a remarks field will open an expanded data entry box.

There is also an enhanced data entry method for dates and times. Simply double click on the cell when in edit mode and then click on the icon on the right-hand side of the edit box to open a pop out window allowing for the data and time to be selected quickly.

Any column that has been setup to accept picklist items can also use an enhanced data entry system. Simply double click on the cell when in edit mode and then click on the required data item.

Adding New Data

OpenGround Cloud Professional comes with a specific data entry module that can be customised to your exact requirements. However, there are many data entry features that can be used directly from the data editing screens.

When you place a grid in edit mode by clicking the Edit Data button you will see an orange bar appear at the top of the grid as shown below.

When you add data, it is important to ensure it maintains the relationship with the parent record to stop errors caused by, for example, adding data to a Location that is not in the database.

Clicking on the orange bar will initiate the procedure for adding a record to the grid and begin editing the first column. A parent selection drop-down will be displayed in parent key field columns and automatically adjust its list of values depending on the selection in other parent key field columns. The best way to explain this is to see how this works if we are adding a water strike detail record to the database:

When the data grid is displayed the location list is filled in with all the location ID values based on your Project Explorer Filter Box and the Water Strike list will blank. As soon as you select the Location ID from the top grid the Water Strike grid will be filled with water strike data just for that Location. Enter the depth value that you require and click the Add button to save the new record. You can add further records using the same techniques covered in the editing data section of this guide.

The efficiency of this form can be greatly improved by using a couple of shortcuts.

• If a list only has one record in it then this is selected automatically when the cell is selected.
• If there is only one combination available on the form, then this will be selected automatically and added to the grid without form being displayed.
• Lists can be navigated with the arrow keys on your keyboard and the return key selects the record and moves the cursor to the next list or to the Add button if you are currently on the last list.
• You can use the Insert keyboard key to add a new record.

If the Project Explorer Filter Box is set to show the Location that you are adding data for the location ID list will only show one record and select it automatically. As you will usually be entering many lines of data for the same location this removes a lot of clicking. Also, as most of the field records that you enter have Location Details as their parent group, this then results in the gridding rarely being shown at all.

Bulk Updating Data

It is possible to update multiple values within OpenGround Cloud Professional at one time to allow for fast editing of data. To use the bulk update tool select the option from within the Grid Tools section of the ribbon.

The Bulk Update tool will update all of the values that are currently selected within the grid. If no value is selected, then every value that is in the current grid will be updated with the new value.

Consider using a filter to drill down into the date to get only the results that should be updated to appear within the grid before using this tool. More information on filtering can be found within the Filtering section of this guide.

The Bulk Update window will then open allowing for the user to select a column and enter a new value.

In the below example, the Sample Type column is going to be used to update all of the types within the sample table to 'U' samples.

Once the save button is pressed, a confirmation will then appear allowing for a final decision to be made when making the changes.

Please note that it is only possible to update values that belong to the current table using the bulk update tool. If an edit is needed on a field that belongs to a parent table then it will need to be edited within that table.

It is also worth noting that once a change has been made it is final and cannot be rolled back. If this is the case consider creating a snapshot of the project before applying a bulk update. More information on snapshots can be found within the Snapshots section of this guide.

Deleting Data

You can delete any data in OpenGround Cloud Professional by following the steps below:

• Select the row of data by clicking anywhere on it. As shown below the row will turn grey once selected.
  
• Click the Add/Edit Data button on the Ribbon Bar
• Click the Delete Selected button on the Ribbon Bar. OpenGround Cloud Professional will then review all child data that is connected to the selected record and prompt you to confirm the deletion using a form similar shown below.
  
• To delete the data click the Yes button or to cancel the delete click No.