Hide/Show Column Chooser

Column ChooserAll (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 Headers that are not currently displayed in the grid. Column Header currently displayed in the grid can be dragged out of the grid into the Column Chooser to remove them from the grid.

To move a Column Header into the grid, click, hold, and drag 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 appears, release the column. The column will disappear from the Column Chooser. The Column Header and its 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 iconIf 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 BuilderThe Filter Builder allows you to search for Records based on very specific—and complex—criteria.See Glossary Filter Builder for more information.

Layouts

LayoutsWhen 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 Drova 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 ViewThe first time you login into Drova 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 nameOpen 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, or2. 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 LayoutOpen 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 LayoutOpen 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 LayoutOpen 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 LayoutOpen 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 gridIf 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.