Documentation and SupportV6 User Manual The Fix ToolWhat Tools are in the Right Click menu? (Version 1.1)

What Tools are in the Right Click menu? (Version 1.1)

There are NINE actions that can be selected, when you Right-Click on data in a Column...

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(IF you have applied some Format or Prep changes to the Fields, you will likely get a shorter list of actions available...

Notice that in those situations there are ONLY FIVE actions that can be selected, when you Right-Click on data in a Column...)

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1. Show Data

This will pull up a modal that contains the data inside the selected cell.

 

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For this example in the image below, the "Show Data" box contains the exact same data as the text that we Right-Clicked on ("Gilbert's Gallery")...

** It is helpful to be aware of several things:

A. The "Show Data" function will show what the actual data is INSIDE THE DATABASE (NOT just what is seen in the particular VIEW)...

B. This difference between the particular VIEW and actual data in the Database is especially evident if it is an HTML field...

C. "Key Value Pairs" are often used to simplify a long name represented by smaller characters, etc...

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2. Copy Record(s)

This opens the Confirm Copy modal. From here you can confirm the copy or hit Edit to edit the records before the copy.

For this example, of the "Copy Record(s)" [Right-Click feature], we are looking at existing data in our image below:

The "Garden" Location has "2" records...

There are a total of 6,517 records of data related to these 8 Locations (in our example)...

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We will take a few steps in this image:

1. Turn OFF the visibility (eyeball icon) for the Location with the "Count" Prep applied to it...

2. Push the "play" button to "run" the selected changes...

3. Observe the way the data is displayed under the Location Field (Column)...

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Next, we will Right-Click on the "Garden" Location...

Select the "Copy Record(s)" option...

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A "Confirm Copy" box will prompt you for a selection...

We will select the "Edit" button for this example...

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An "Add Record(s)" Box will enable you to "Add" data entries if needed...

** For our example, we are only making a Copy of the record... and NOT selecting any changes...

We will simply click the "Submit" button, without making any changes or adjustments to the data...

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We get a confirmation message about the "Row(s)"...

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We will do a few steps in this next image:

1. Turn ON the visibility (the eyeball icon) for the Location (with the "Count" Prep applied to it)...

2. Push the "play" button to "run" the selected changes...

3. Observe there are now THREE "Garden" locations (ONE more than we started with in the images above)...

4. Observe there are now 6,518 total "records" (which is ONE more than the records shown in the images above).

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3. Edit Record(s)

This will open the Edit Record(s) modal. From here you can change the values of each field using the same style as Add Record(s).

For our example of "Edit Record(s)" while using the Right-Click feature, we will look at an image (before we Right-Click)...

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We Right-Clicked on the "Greenhouse" Location...

Then we will locate and select the "Edit Record(s)" option...

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A box will open so you can make Edits to the Record(s)...

Make any changes needed...

Then push the "Submit" button for the changes to take effect...

You will notice the confirmation notice in the Top-Right of the Screen.

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4. Edit As Text

This opens the Edit as Text modal. From here you can copy & paste the text into a spreadsheet or notebook to edit. After the edits have been made, just copy & paste the updated text back into the box and hit save.

 

Click here for another article that does the "Edit As Text" adjustment, too.

For this example, we will look at existing data in the Date, Location, and Visits columns...

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We can click on several of  the rows, to select them...

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Then we can Right-Click to open the selection menu...

Scroll down and select the "Edit as Text" option from the menu...

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A "Modify Data" box will open for us... with the previously selected rows now showing up here...

We will use "Control-C" to Copy the content to our clipboard, so we can Paste it into a spreadsheet for the next step...

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Using an online spreadsheet, we can Paste (Control-V) the content into a blank spreadsheet...

Records to Text - Documentation examples - Google Sheets - Google Chrome

Using the Paste (Control-V) function, we can now see the content is showing in our spreadsheet...

Records to Text - Documentation examples - Google Sheets - Google Chrome

We can now make edits as needed...

Records to Text - Documentation examples - Google Sheets - Google Chrome

Once the needed edits are completed, simply highlight the area and use the Copy (Control-C) function once again...

Records to Text - Documentation examples - Google Sheets - Google Chrome

We will now be looking at the "Modify Data" box once again...

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Use the Paste (Control-V) function to have the Edited content put into the "Modify Data" box...

Then push the "MODIFY" button to apply the selected edits...

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Now we can see that the Edits have been applied.

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5. Records to Text

For this example, we will look at the image below:

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We can manually choose which rows we want to select, for this example...

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Then we can Right-Click to open the option menu...

Locate and then select the "Records to Text" option in the menu...

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A "Selected Data" box will open for us...

Use the Control-C keys to to Copy the content to the clipboard...

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Open an online spreadsheet...

Records to Text - Documentation examples - Google Sheets - Google Chrome

Use the Paste function by hitting Control-V...

We can see our selected content is now in the spreadsheet...

Records to Text - Documentation examples - Google Sheets - Google Chrome

To exit the "Selected Data" box, you have two options:

1. Push the "X" icon...     OR....

2. Click the "Close" button.

6. Delete Record(s)

This opens the Confirm Deletion modal. If you have not selected any records in the table then this will delete the ENTIRE table. There is a check box and red lettering to warn you that your will be deleting the entire table and you will have to confirm this decision.

 

Here is another article in our documents that shows how to "Delete Record(s)" though a different navigation panel - but does the exact same thing.

For this example of how to "Delete Record(s)" using the Right-Click tools, we can see that there is existing data in our image below:

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We selected a few of the rows...

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Then we can Right-Click one of the selected rows, to prompt the Right-Click menu...

Find and select the "Delete Record(s)" option...

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We will notice a "Confirm Deletion" box that we need to click on the "YES" for the changes to take effect...

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Once the "YES" button has been pushed, we will notice a confirmation box in the top-right-side of the screen.

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7. With this Value

This will create an 'Is In' filter with the value of the selected cell.

For our example we can see that there is  data in the columns, and rows of records...

We will select the "NULL" by Right-Clicking on it...

Find and select the "With This Value" option...

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Notice the changes that took place...

Our Location data is ONLY showing the rows that contained "NULL"...

To see what the system did, click on the "FILTER(S)" tab...

Notice the "Is Null" Filter is applied to the Location Field.

8. Without this Value

This will create an 'Is Not In' filter with the value of the selected cell.

For this example, we can see that there are Preps applied to the Location and Date "Fields"...

1. Since the Location "Count" does NOT count "NULL" as a Location, there is a "0" here...

2. Since there were FOUR data entries in 2020 that had an empty "NULL" Location, there IS a "Count" showing for these

3. We can see the difference between the "Show Totals" of Locations and Dates... being the "NULL" entries...

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Because we have these Preps applied to the Fields, we will NOT have the full NINE options available on the Right-Click menu... we will ONLY have FIVE options available for this example (because of the Preps applied to the Fields)...

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We can see that the "NULL" Location is now removed...

The "Here" Location used to be above it...

And the "Fort Fun" Location used to be below it...

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Notice, also, that the "Show Totals" is now the exact same count...

This is because we used the Right-Click menu to apply a filter (removed the "NULL" Locations).

9. Note This

This opens the Table Notes with what cell you have selected listed.

For this example, we will look at the image that already has data in the Columns and the Rows...

We will apply the example to the "Garden" Location...

We can Right-Click and then locate/select the "Note This" option in the menu...

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Notice the "Collaborative Space" that opens on the right-side of the screen...

The "Message" that is generated automatically shows WHERE and WHAT is being looked at with the "Note"...

You can type in comments, questions, or issues in the "Message" area... so others can Collaborate together to solve it, or work from it...

Notice, also, that we can type (I entered "sql" in the search bubble... it MUST be in LOWER CASE ONLY to work correctly)... and the word SQL gets filtered through the "notes"...

We can select the "TYPE" of communication:

1. We will choose "Note" here...

2. We will type:  "This is a demonstration of NOTE"...

3. We will click the "ADD" button...

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1. We can see that the "NOTE" from the image above is now showing up in our communication feed...

2. We have the option to select "ISSUE" under the "Type" of communication...

3. We can type a message to communicate the "Issue" we are having...

4. We can click the "ADD" button to submit the entry to the Collaborative Space.

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We can "Close" the Collaborative Space box by clicking on the "Toggle Collaborative Space" icon...

This will OPEN or CLOSE the Collaborative Space communications...