In this section, users can create, edit, and delete the region options displayed in the Region dropdown. This dropdown is found in the New Audit Definition form.

Defining Region Options

  1. Inline Add: This button allows users to add a new region option.
    • Name: This is a text field that allows users to input the name of the region option. It is a mandatory field.
    • Active: This is a checkbox which, if enabled, allows for the region option to be displayed in the Region dropdown.
      • This checkbox is automatically enabled whenever a new region option is added; however, if users do not want the region option to be displayed, they can still manually deselect the checkbox.
    • Save: This button allows users to save the region option.
    • Cancel: This button allows users to cancel the region option.
  2. Inline Edit: This button allows users to edit an existing region option.
    • To edit inline, select the region option that you want to edit from the grid and click on the Inline Edit button.
    • All the Inline Add fields will reappear and users can make, save, or cancel changes as desired.
  3. Delete: This button allows users to delete a region option (see first instance for more details on this function).
  4. Export to Excel: This button allows users to export selected columns from the grid to Excel.
  5. Excel Template: This button allows users to generate an Excel template of the grid.
  6. Import from Excel: This button allows users to import data (inside columns) from an Excel sheet into the grid.

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