Data entry problem causes data to be "lost" (hidden and difficult to retrieve)

I have a data entry grid whose source is a yes/no field called PhDProj. I am pasting multi-line data into this grid from the clipboard. In the grid management form, I have source PhDProj, Auto-assign field list for all top level items (TLI) added in this grid (read-only) [PhDProj], Keep source field values when demoting TLI not set, Auto-assign field list for all items added in this grid (comma separated list) PhDProj.

If I now paste data into the grid, taking option 2 to paste each line into a separate item, creating items if necessary, PhDProj is not set for the pasted items. Therefore, if I immediately refresh the grid, the newly posted data does not meet the filter and is not displayed.

I would have thought that because the two grid level options are set, the pasted new items should have PhDProj duly and immediately set and should therefore be preserved across the refresh operation.

Of course, the data is not lost – it is somewhere. But that somewhere is rather inaccessible. Certainly, it can be found using the Omnibox option to search the entire file and to show items in the search grid. But that shows the new items to be displayed in - shown in - no grids. Furthermore, from the search dialogue, you can do nothing with the data that you find. You cannot, for example, set a yes/no field such that the data would appear in a grid.

It seems to me that here we have a bug – all pasted data in a grid with auto-assign set for all items should be added to that grid with the yes/no field set even when the data is pasted from the clipboard. We also have an enhancement request, which is that it should be possible to do more with data from the search dialogue, for example to be able in some way to show it in a grid by means of setting a yes/no field.

I am also fairly certain that the shown in column in the search grid does not always show all the grids for which an item meets the filter criteria.
 

Re: Data entry problem causes data to be "lost" (hidden and ...

gregory wrote:
If I now paste data into the grid, taking option 2 to paste each line into a separate item, creating items if necessary, PhDProj is not set for the pasted items. Therefore, if I immediately refresh the grid, the newly posted data does not meet the filter and is not displayed.

I would have thought that because the two grid level options are set, the pasted new items should have PhDProj duly and immediately set and should therefore be preserved across the refresh operation.

It does seem like a bug, I'll look into it.
 
gregory wrote:

Furthermore, from the search dialogue, you can do nothing with the data that you find. You cannot, for example, set a yes/no field such that the data would appear in a grid.

Sure you can. Use the Properties pane to change field values of items in the search list

gregory wrote:
I am also fairly certain that the shown in column in the search grid does not always show all the grids for which an item meets the filter criteria.
This is true. List of items in each grid is saved when a grid is close and represent the state of the grid at that moment. When you re-open a grid, new items may meet the criteria to be displayed (source + filter, or new child to an item which is in the grid). It is only when that refreshed grid is closed that the list of items is updated 
 
 
HTH !
 
Pierre_Admin
IQ Designer
 

Re: Data entry problem causes data to be "lost" (hidden and ...

gregory wrote:
If I now paste data into the grid, taking option 2 to paste each line into a separate item, creating items if necessary, PhDProj is not set for the pasted items. Therefore, if I immediately refresh the grid, the newly posted data does not meet the filter and is not displayed.

I would have thought that because the two grid level options are set, the pasted new items should have PhDProj duly and immediately set and should therefore be preserved across the refresh operation.

It does seem like a bug, I'll look into it.
 
== . There is of course a perfectly good workaround, which is to have the yes/no field in the grid and to set it explicitly... but I've forgotten too many times!
 
gregory wrote:

Furthermore, from the search dialogue, you can do nothing with the data that you find. You cannot, for example, set a yes/no field such that the data would appear in a grid.

Sure you can. Use the Properties pane to change field values of items in the search list
 
== Thanks! I knew that you'd provide an answer... I shall set up a yes/no field called Orphan and set to work clearing up the mess!
 
gregory wrote:
I am also fairly certain that the shown in column in the search grid does not always show all the grids for which an item meets the filter criteria.
This is true. List of items in each grid is saved when a grid is close and represent the state of the grid at that moment. When you re-open a grid, new items may meet the criteria to be displayed (source + filter, or new child to an item which is in the grid). It is only when that refreshed grid is closed that the list of items is updated 
 
== Thanks for the explanation, that makes sense.
 
Mark GREGORY, Redon, France - GMT +1/+2; EST +6

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