Grid Essentials are the everyday controls of a Grid view. Think of a spreadsheet laid over your records. You can freeze, resize, collapse and hide columns, expand, copy and paste cells, total a column in the footer, and move through it all with the keyboard.

Here is the test: are you working inside the grid, rather than changing which records it shows? These are your controls. Fields to Display, Sort, Filter and Group sit on the toolbar and have their own articles.

Example: the Security lead keeps the Vendor risk register, a Grid view on the Vendors table. For the review meeting, Vendor Name and Vendor Tier are frozen at the left and Headquarters is collapsed. The footer sums Annual Contract Value, and the lead moves through the cells with the keyboard.

The Vendor risk register with Vendor Name and Vendor Tier frozen, Headquarters collapsed to a bar and the footer summing Annual Contract Value.

Every field shown in the view is a column. Hover over a column header and a three-dot button appears at its right. Select it to open the column menu. On a Text column the items are, in this order:

The primary column, the first column that holds the record title, has a shorter menu. Duplicate Field and Delete Field are grayed out, and there is no Remove from Display.

The column header menu open on the Vendor Tier column, with Collapse Column and Remove from Display near the bottom.

Two items hide a column. Collapse Column shrinks it to a narrow bar that stays in the header row, and one click on the bar brings it back. Remove from Display takes the column out of the view. It comes back through Fields to Display on the toolbar, which also sets the order of the columns.

To reorder, drag a column header to its new place, or drag the field in the Fields to Display list. In the register, the lead removes Vendor Logo from the display and collapses Headquarters, so the risk fields come first.

The primary column is frozen at the left. It stays in place while the other columns scroll. A vertical line down the grid marks the edge of the frozen area. Hover over it and the tooltip reads Drag to adjust the number of frozen columns. Drag the line to the right to freeze more columns, or back to the left to free them.

The freeze line being dragged to the right of Vendor Tier, with the tooltip Drag to adjust the number of frozen columns.

Hover over the edge between two column headers. The edge highlights and the tooltip reads Resize Column. Drag it left or right. Long text wraps inside the column at the row height set by Row Size on the toolbar; Auto Size grows each row to fit its text. See Row and card size.

Select a cell and a blue outline marks it. In a Text Area cell the whole text shows while the cell is selected, and an expand arrow appears at the cell's top right. Select the arrow to open the cell in a window named after the field, with a large text box and Cancel and Save buttons. Edit the text, then select Save.

Cells that hold long text or several values have an expand control of this kind. That covers Text Area, SmartDoc, Checklist, Tag, Linked Record, Assigned To, Color Picker, Files and Images and Link. It also covers IP Address, Phone, Address and Email fields set to allow several values. A Linked Record cell opens the record picker, and a Files and Images cell opens the gallery.

On Findings, the lead expands Finding Description to read a full write-up without opening the record.

The Finding Description cell expanded in its window, with the Cancel and Save buttons.

Copy and paste between cells as in a spreadsheet: Ctrl + C and Ctrl + V on Windows, Cmd + C and Cmd + V on a Mac. The first click on a cell selects it, and the copy or paste acts on the selected cell. To copy, paste or clear a block of cells, see Bulk Actions. To paste rows from a spreadsheet, see Bulk Paste Data in Grid View.

The footer row sits under the last record. At its left is the record count, such as "42 vendors". Under every column is a Summary cell. Select it to pick a summary for that column. Every field offers Empty, Filled, Percent Filled and Percent Empty. Number, Currency and Percent fields add Sum, Lowest, Highest, Average, Median, Standard Deviation and Range. Date fields add Earliest Date, Latest Date and Date Range. With grouping on, a footer with the same cells sits under each group.

In the register, the Summary cell under Annual Contract Value is set to Sum. The full lists per field type are in Column Totals/ Summary Footer.

The Summary menu open under Annual Contract Value, with Sum highlighted.

The full list is in Keyboard Shortcuts.

Any member who can open the view can use these controls. What is saved depends on the view. On a public view the product's note reads "Members with full access and above can edit and save changes to this view". On a private view it reads "Only you can edit and save changes to this view". With Autosave changes checked in the view menu, which is the default, a change to the columns, the freeze line or the footer saves to the view at once. See View Panel. A locked view keeps its saved layout; see Locked Views for what a lock stops.

Modify Field Settings, Edit Field Permissions and Delete Field change the table, not the view, and follow the table's permissions. See Table Permissions and Field Permissions.

These are Grid view controls. The other view types lay records out as cards, bars, pins or charts, and each has its own article. For a dashboard, see Dashboards: Grid View Widget.

Last verified 30 Oct 2026.