NextGen Knowledge Center

Edit Data Grid Trigger

The Edit Data Grid action enables you to add, delete, or open a record or sort the columns displayed in the following types of data grids with Extended Popup templates: Medical Records (MR), Case Management (CM), Demographics (DM), Summary, System, and Practice. You can use this trigger instead of manually selecting options from the data grid right-click menu at run time. Only data tied to the current encounter can be edited; everything else is read only.

This action can be triggered from the following field events: button, label, or active image Click, or data sheet/grid Row Selected or Double Click.

  1. Follow the applicable steps in General Trigger Setup.
  2. Select the Edit Data Grid action.
    The Edit Data Grid window opens.

  3. Select the data grid on which you want to perform the action.
  4. From the Action list, select the applicable action:
    • Add. Launches a blank Extended Popup template for entering a new record in the data grid.
    • Delete. Deletes the record in the selected row.
    • Open. Displays the record for the selected row in the Extended Popup template.
    • Sort Special. Displays the Sort Special window that enables you to set up the run-time display order for the first four data grid columns.
  5. To save the information and close the window, select OK.
  6. If necessary, set up a specific condition for the Edit Data Grid action to be triggered.
  7. Select OK and save your template.