Grid Module: Functionalities in Detail

📄 Summary: What You’ll Learn in This Article

🧑‍🤝‍🧑 Who Should Read This?

✔️ Prerequisites: What Should You Know Before Getting Started?

Bulk Editing & Deleting

Need to make the same change across multiple items? Bulk editing allows you to update the same attribute across several selected objects at once.

Steps to bulk edit:

1. Select multiple rows using CTRL + click (or CTRL + SHIFT + click for ranges).

2. Open the column menu for the attribute you wish to edit.

3. Choose the appropriate bulk action (e.g., change status or assign a new responsible person).

Supported attributes for bulk editing:

• Responsible person

• Status

• Valid from / Valid to

• Tags

• Object color

Steps to bulk deleting:

1. Select multiple rows using CTRL + click (or CTRL + SHIFT + click for ranges)

2. Bulk deleting is done directly in the grid via the name column menu, where the options Copy, Move, and Delete are available.

3. Depending on the column you are in, the corresponding object type will be deleted:

   • In the campaign column → the entire campaign (including all subordinate elements)

   • In the project column → only the project (including all subordinate elements)

   • In the action column → only the action

   When deleting, child elements are also implicitly removed and a confirmation dialog appears that clearly indicates and shows all contained sub-objects that will also be removed.
   → Example: If you delete a campaign, all related projects, actions, costs, etc. will also be deleted.

4. Limitations:

   • There is no undo function (except for bookmarks).

   • There is no recycle bin – deleted data is permanently removed.

Grouping and Filtering

The Grid allows you to group data based on selected attributes and apply filters for easier navigation and analysis.

Grouping

To group:

• Drag an attribute (column name) into the grouping bar at the top of the grid.

• You can nest groups for hierarchical display (e.g., Status > Responsible).

Filtering

There are two types of filters:

1. Global filter – Found on the right side of the grid (applies to all columns).

2. Column-specific filters – Found in each column header.

Use the Reset filter buttons (global or per attribute) to remove filters.
Alternatively, reset the view entirely by using “Discard changes” in the bookmark menu.

Create and Delete Objects

The Grid is not just for viewing—it also supports creating and deleting marketing objects such as:

• Workspaces

• Campaigns

• Projects

• Actions

• Work packages

To create or delete:

1. Select the row where the new object will be added under (or deleted from).

2. Open the column menu of an editable attribute.

3. Choose Create or Delete.

📝 Example:
If you open the “Name” column menu in a Campaign row, you’ll see options to create a new Campaign, Project or Work Package under it or delete the Campaign.
If you open the “Responsible” column for a Workspace, you’ll have options to create a Action or a subordinate Workspace:

Note: Create/Delete options only appear in menus of attributes that are editable for the selected object type.

After creating or deleting an object, the Grid updates automatically and displays changes according to the active sorting.

Search Within the Grid

Marmind offers two search options in the Grid:

• Main Search: Searches across all attributes.

• Attribute-Specific Search: Located on the right side or in column filters.

Use these to quickly find specific campaigns, tags, or other metadata in large datasets.

Refresh (Update) Grid Data

Located under the Next Steps Menu, the “Refresh Data” button refreshes grid content according to:

• Selected objects

• Current filters

Note: Only the Grid data refreshes—not the entire page.

Export Grid View to Excel

Need to continue your work outside of Marmind? Export your current Grid view as an Excel (.xlsx) file.

To export, click on the “Excel export” button at the top of the page.

Important Notes:

• Rich-text fields are exported with HTML tags

• Object color is exported using hexadecimal color codes

❓ FAQs