Selecting records

Portal members can select records on grid pages if the corresponding action is available for their member role. Selecting records may be necessary to be able to perform some operations with certain records.

  Note

For this feature to be available on a grid page, it must be added to the grid page, and the role that you belong to must have permissions to use this ability on that page.  

To select records

  1. Open a grid page that has records you want to select.
  2. Select the relevant records using one of these methods:
    1. Select the check box on one or multiple records.
    2. Alternatively, you can select the Select check box above the records to select all visible records or clear record selection.

        Note

      By this action you do not select records on other grid pages if there are many records that don't fit on a single grid page.  

      The action caption is customizable and is shared with the action in the context menu (select and hold (or right-click) a record), therefore the caption should be chosen wisely. For example, the Select All/Clear All caption will fit for the check box that selects/clears all visible records, but will be incorrect for the action in the context menu. Therefore, the recommended shared caption for this action is Select. 

      The ability to select all visible records can be toggled On and OFF in the action configuration. 
    3. Alternatively, you can select and hold (or right-click) a value, and then select Select to select that record or clear selection for it. The caption is shared and customizable.