Defining grids

Create a new grid or copy an existing grid and modify the grid definition. A grid can be added to the menu as a new screen or as a tab on another form.

Note: To define grids that all users can see, you must be logged in as the R5 user.

To define grids:

  1. Select Administration > Setup > Grid Designer.
  2. Click New Record.
  3. Specify this information:
    Grid Name
    Enter the name of the grid, and then enter a description in the adjacent field.
    Note: Names of List type grids must be six characters in length, with ‘U’ as the second letter. Names of Tab type grids must be three characters in length and begin with 'X'.
    Copy From
    Enter an existing grid to copy. The system populates Description, Grid Type, Parent Screen, Parent Screen description, FROM Clause, WHERE Clause, and SELECT Statement.
    Grid Type
    Choose one of the following options:
    • List View
    • Tab
    • Alert Management
    Parent Screen
    Enter the parent screen for the grid if the new grid will be added as a tab on an existing form if Grid Type Tab is selected. The system automatically populates parent screen description.
    FROM Clause
    Enter the FROM Clause for the grid, including each table and table alias.
    SELECT Statement
    Enter the SELECT Statement for the grid. On the Record View page, fields can be selected only from the lookup. To modify the fields selected or to add fields and functions expressions individually, click the Fields tab.
    WHERE Clause
    Enter the WHERE Clause for the grid, including parameters as necessary.
    Enable Custom Field Selection in Dataspy
    Select to enable custom field selection in the dataspy for the grid.
    Mobile Grid
    Select to set the grid as a Mobile grid on the Record View page.
    Custom Field Table
    Enter the custom field table used for the dataspy lookup for the grid if custom field selection is enabled.
    Active
    Active is selected if the grid has been validated on the Validation page.
  4. Click Save Record.