Adding New Records in a SubGrid

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As accessing AyaNova data via WBI is via a web program, unless you use the save button on the web page  to save  edits or new entries, the AyaNova database has no way to know that you have added a new record, or edited an existing record unless you use the save button on the page to Save. It is up to you to make sure that you save any new records added, or any existing record edits.

 

A subgrid is any of the grids available from the SubGrids navigation pane

 

A sub-grid can also be in an entry screen such as the workorder item sub-grid in a workorder entry screen, the Labor sub-grid in a workorder item, the Contacts sub-grid in a Client entry screen etc.

 

 

Adding a new record to a grid:

 

There is a difference with how you add data to a sub-grid then how it is performed via the AyaNova program.

 

In the AyaNova program, you begin typing in the gray bottom row of a sub-grid to start a new record.

 

Whereas via WBI, you need to select the AddSubGridRow5 to request creation of a new record for the sub-grid.

 

For example:

 

- adding a new Client Group.

 

AddSubGridRow1

 

- adding a new workorder item record

 

AddSubGridRow2

 

- adding a new labor record.

 

AddSubGridRow3

 

 

 

Saving the new record:

 

You must select the EditGridRow5 to accept the new entry

 

               SaveNewSubGridRow4

 

If you instead close the entry screen where the sub-grid resides or select the SaveNewSubGridRow3, even if you select Save & Exit on the entry screen, your new sub-grid entry record will be discarded.

 

You have to tell the database to save any new entries - and you do this by selecting the EditGridRow5 to accept the new entry