In Touchstone grids, you can navigate to items, then select and edit them. In many cases, you can cut, copy, and paste the selected data depending on the type of grid you are working in.

Navigating to an Item

There are two ways to navigate to items:

•       Move the pointer over an item name, such as a project name, exposure view name, or contract ID. When the hyperlink becomes active, click the item to open it. ExampleClicking an exposure view name in the grid opens the Exposure Summary Dashboard or the Contract List (depending on which view you most recently accessed).

•       Click to the side of the hyperlinked name. Depending on the grid you are viewing, the application displays one or more "Go to" links. ExampleWhen you click in the Exposure View Name cell, to the right of the hyperlinked name, the application displays two "Go to" options: "Go to Exposure Summary" and "Go to Contracts List". Click the navigation link that you want to use.

Selecting Items

•          To select a single cell for editing, left-click in the cell to the right of the cell text (not on the text itself). If it is editable, the data is highlighted in blue and an Edit icon (pencil) appears in the leftmost cell of the row.

•          To select a single cell for cutting, copying, or pasting, right-click in the cell to the right of the cell text. A short-cut menu displays your available options, depending on the type of grid you are working in.

•          To select a row, click in the leftmost cell of the row containing the item you want to select, such as a project, an exposure view, or a contract. You can also select a row by clicking elsewhere in the row, except on the item's hyperlinked name. When a row is selected, it is highlighted in green and a black 4 appears in the leftmost cell.

•          To select contiguous multiple items, select the first item and then, holding down Shift, select the last item that you want to select. For example, you can select multiple contiguous cells in the Contract List by selecting Contract ID > Expiration Date; the selection will then include the data in Contract ID and in every cell between Contract ID and Expiration Data.

•          To select non-contiguous multiple items, select the first item and then, holding down Ctrl, click each item that you want to select.

•       To select all items, hold down Ctrl and press A.

Editing an Item

To edit an item, click in an editable cell, such as in a Project Name cell in the Projects grid, highlight the text to edit it, and then enter the new text. In some cases you can edit a cell and then navigate to a particular view, click in the cell to the right of the item's name, edit the text, and then click the "Go to" option that you want to use. ExampleClick in the Exposure View Name cell, edit the name of the view, and then click Go to Contracts List.