Editing Table Component Directly on Request Pages

You can edit the table component directly on the following pages:

  • Create New Request page
  • Request Details page
  • Request look-ahead page

To enter Edit mode, simply click Edit in the table component.

Note that the Edit button is only available to users with edit access grant to requests or table component.

For detailed information about access grants, see theSecurity Model Guide and Reference.

Resizing table columns

You can resize width of table columns in both View and Edit modes by dragging column borders in the table.

When you resize table column width, the table width is also resized automatically.

In-line row adding

Click Add Row to add or insert new rows directly in the table component.

When you click Add Row, a new row is added or inserted to the table immediately below the currently selected row, and the focus shifts to the newly added row with the new row being selected automatically.

In-line row deleting

You can delete rows from the table component directly. To do so,

  1. Select the row to delete, or click additional rows while holding down Shift or Ctrl key to help select multiple continuous or non-continuous rows.

  2. Click Delete Rows.

    A warning message pops up asking for your confirmation.

  3. Click OK if you are sure you want to delete the selected rows.

  4. Click Save Draft or Save on the page. This ensures that the data in the deleted rows are removed.

    Note: Save Draft button is available if you set the server configuration parameter ALLOW_SAVE_REQUEST_DRAFT to true.

Copying and pasting rows

You can copy or paste selected rows.

After clicking the Edit button in the table component to switch to Edit mode, the Copy and Paste buttons become visible.

Selecting a row in the table component enables the Copy button, then clicking the Copy button enables the Paste button.

Copying and pasting rows follows the following behaviors:

  • By clicking the Copy button, the rows of your current selection are remembered, including data in the cells and cell styles (such as editable, required, visible, CSS style, and default value as defined by UI rules). You can click the Paste button repeatedly to paste the selected rows with their data and cell styles to desired locations in the table component until you select another row or another set of rows to copy.

  • When a single row is selected, if you click Copy and Paste directly, the row is inserted immediately below the currently selected row. If you click Copy, then select a second row and click Paste, the row is inserted immediately below the second row you selected. In another word, you can select a single row and insert it below any row in the table.

  • When multiple rows are selected (you can click additional rows to select them while holding down Shift or Ctrl key to help select multiple rows), if you click Copy and Paste, the selected rows are always pasted continuously below the last row in the table component. If you click Copy, then select another row in the table component and click Paste, the previously selected multiple rows are pasted continuously, immediately below the row of your current selection.

Moving rows up or down

You can select a single row or multiple consecutive rows to move up or down in the table component.

The Move Up button and Move Down button become visible in the table component when you switch to Edit mode by clicking Edit.

To move up or move down a single row, select the desired row and click Move Up or Move Down.

To move up or move down multiple consecutive rows, click additional rows to select them while holding down the Shift key, then click Move Up or Move Down.

After you have finished moving up or down rows, be sure to click Save Draft or Save to save the changes.

In-line row editing

All validations supported by table component can be set to editable in PPM Workbench. For the list of supported validations, see Supported Validations.

For validations that are set to editable in PPM Workbench, relevant table cells in the table component are editable and you can edit them directly.

When you click a row in the table component, it becomes highlighted and editable. You can navigate the cells in an editable row by pressing the Tab key.

After you have finished editing cells and rows in the table component, click Save Draft or Save on the page to save the changes.

If any required fields (marked with a red star) are left empty, clicking Save Draft or Save prompts a warning, reminding you to provide values for required fields before you can save the table component successfully, and the first required and focusable field is focused.

If you leave the current page without saving the modified table component, a warning message pops up asking for confirmation.