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Version: ILLiad 9.2 (Current)

Selecting Multiple Records in a Grid

Basic Selection Methods

You can select multiple records using standard Windows controls:

  • Ctrl+click - Select individual records (non-contiguous selection)
  • Shift+click - Select a range of records (contiguous selection)
  • Ctrl+A - Select all records

Detailed Selection Instructions

Selecting Individual Records (Ctrl+click)

Press and hold the Ctrl key while clicking individual records to select them. This allows you to select specific records that are not next to each other.

Selecting a Range of Records (Shift+click)

  1. Click the first record you want to select
  2. Hold the Shift key and click the last record
  3. All records between the first and last clicks will be selected

Selecting All Records

Press Ctrl+A to select all records in the grid.

Sorting By Columns in a Grid

  • To sort records by a column's values and replace existing sort conditions that are applied to the current or other columns, click the target column's header once, and an Up or Down Arrow icon will display within the header. The Up and Down Arrows indicate ascending and descending sort orders respectively.
  • To sort records by a column's values while preserving existing sort conditions, do one of the following:
    • Click a column header while holding the SHIFT key down, until an UP or Down Arrow icon is displayed within the header.
  • Right-click a column header and select Sort Ascending or Sort Descending from the context menu that will appear.
  • To sort multiple columns, click the first column header and then SHIFT+click the second column.
    • To remove sorting by a column, click a column header while holding the CONTROL key down.
    • To reset a multiple column sort to sort by one column, click the column header of the target column.

Placing Ribbon Icons on the Quick Access Toolbar

You can place icons from the ribbons onto the Quick Access Toolbar. This feature works with ribbons on several forms including the Main Page, Request Form, User Form, and Lender Address Form.

  • To place an icon on the Quick Access Toolbar, right-click the icon in the ribbon and choose to Add to Quick Access Toolbar.
  • To remove an icon from the Quick Access Toolbar, right-click the icon in the Quick Access Toolbar and choose Remove from Quick Access Toolbar.