What Tools are in the Right Click menu?
There are several options that can be selected, when you right-click on data in a Column:
If you have applied some Format or Prep changes to the Fields, you will likely get a shorter list of options available with the right-click menu.
1. Show Data
This will pull up a modal that contains the data inside the selected cell.
For this example, we will look under the Location column.
Right-click to open the menu.
For the Show Data feature:
A. The actual data inside the database is shown (not just what is seen in the particular View).
B. This difference between the particular View and actual data in the Database is especially evident if it is an HTML Field.
C. "Key Value Pairs" are often used to simplify a long name (represented by smaller characters, etc.).
2. Copy Record(s)
This opens the Confirm Copy modal. From here you can Confirm the copy or hit Edit (to edit the records before the copy).
For this example, of the Copy Record(s) (right-click feature), we are looking at existing data in our image below:
The "Garden" Location has "3" records.
There are a total of 6,484 records of data related to these 7 Locations (in our example).
We will take a few steps in this image:
1. Turn OFF the visibility (eyeball icon) for the Location with the Count Prep applied to it.
2. Click the Run icon to apply the selected changes.
3. Observe the way the data is displayed under the Location Field (Column).
Next, we will right-click on the "Garden" Location.
Select the Copy Record(s) option.
A Confirm Copy box will prompt you for a selection.
We will select the Edit button for this example.
The Add Record(s) box will enable you to Add data entries (if needed).
** For our example, we are only making a Copy of the record (and not selecting any changes).
We will simply click the Submit button (without making any changes or adjustments to the data).
We will do a few steps in this next image:
1. Turn ON the visibility (the eyeball icon) for the Location (with the Count Prep applied to it).
2. Click the Run icon to apply the selected changes.
3. Observe there are now four "Garden" Locations (one more than we started with in the images above).
4. Observe there are now 6,485 total records (which is one more than the records shown in the images above).
3. Edit Record(s)
This will open the Edit Record(s) modal. From here you can change the values of each Field using the same style as Add Record(s).
Let's start with a specific Location for this example.
We right-clicked on the "Greenhouse" Location.
Then we selected the Edit Record(s) option.
An Edit box will open. Make any changes needed, then click the Submit button for the changes to take effect.
You will notice a confirmation notice in the top-right of the screen.
4. Edit As Text
This opens the Edit as Text modal. From here you can Copy & Paste the text into a spreadsheet or notebook to edit. After the Edits have been made, just Copy & Paste the updated text back into the box, then click Save.
For this example, we will look at existing data in the Date, Location, and Visits columns.
We can click on several of the rows, to select them.
Right-click to open the selection menu. Select the Edit as Text option from the menu.
A Modify Data box will open for us (with the previously selected rows now showing up here).
We will Copy the content to our clipboard (with Control-C), so we can Paste it (with Control-V) into a spreadsheet for the next step.
Open a blank spreadsheet (online, etc.).
Using the Paste (Control-V) function, we can now see the content showing in our spreadsheet.
Make any Edits needed.
Once the needed Edits are completed, simply highlight the area and use the Copy (Control-C) function once again.
We will now be looking at the Modify Data box once again.
Use the Paste (Control-V) function to have the Edited content applied into the box, then click the Modify button (to apply the selected edits).
The Edits have been applied.
5. Records to Text
For this example, we will start with the image below:
We can manually choose the rows we want to select.
Right-click to open the menu, then select the Records to Text option.
A Selected Data box will open for us.
Use the Control-C keys to to Copy the content to the clipboard.
Open an online spreadsheet.
Use Control-V to paste the content into the spreadsheet.
We have two options to exit:
1. Click the X icon.
2. Or, click the Close button.
6. Delete Record(s)
This opens the Confirm Deletion modal. If you have not selected any records in the Table, then this will delete the entire Table (there is a check box and red lettering to warn you). It you want to delete, you will have to confirm the decision.
For this example, we can see that there is existing data:
We selected a few of the rows.
Right-click one of the selected rows, to open the menu. Select the Delete Record(s) option.
Click on the Yes to Confirm Deletion.
7. With this Value
This will create an 'Is In' Filter with the value of the selected cell.
For our example we can see there is existing data.
Right-click on "NULL" to open the menu. Select With This Value from the options.
Notice the changes. Only NULL items are showing in the Amount column now.
To see how the system did this, click on the Filter(s) tab. Notice the Is Null Filter has been applied to the Amount Field.
8. Without this Value
This will create an 'Is Not In' Filter with the value of the selected cell.
For this example, we can see that there are Count Preps applied to the Location and Purchases Fields.
1. Since the Purchases "Count" does not count "NULL" as a Purchase, there is a "0" here.
2. Since there were two data entries of "0" under Purchases, there is a "Count" showing for these.
3. We can see the difference between the Show Totals of Purchases and Locations (being the "NULL" entries).
Because we have these Preps applied to the Fields, we will not have the full list of options available on the right-click menu (we will have a shorter list of options).
We can see that the "NULL" Locations have now been removed.
Notice, also, that the Show Totals is now the exact same count.
9. Note This
This opens the Notes about the Table. It will show what cell you have selected.
For this example, we have existing data. We will Note the "Garden" Location.
Right-click then select the Note This option.
Notice the Notes tool that opens on the right-side of the screen.
The Message that is generated automatically shows WHERE and WHAT is being discussed with the Note.
You can type in comments, questions, or issues in the Message area (so others can collaborate together to solve it, or work from it).
Select the Type of communication (Note(s) or Issue(s) are the options):
1. We selected Note.
2. We typed: "This is a demonstration of the NOTE."
3. We clicked the Add button.
You can see the difference between a Note (in blue) and an Issue (in red), with the example shown.
We can Close the Notes tool by clicking on the Toggle Notes icon. This will Open or Close the Notes tool.