A Grid can be added to a screen from the Toolbox on the design screen page. To add a Grid, follow these steps:

1. Follow the steps to Edit an Existing Screen or Add a New.

2. Click Add Objects from the Toolbox.

3. Click and drag the Grid object to the desired cell in the design screen.

4. Release the mouse button.

5. To finish, select the appropriate option below:

A. If you are ready to activate your changes to the screen, but wish to keep the design screen open, click Publish.

B. If you are ready to activate your changes to the screen and wish to close the design screen, click Save & Close, then select Ok.

C. If you wish to close the design screen and not publish changes, click Save & Close, then select Cancel.

 

1. Follow the steps to Edit an Existing Screen or Add a New.

2. Click Add Objects from the Toolbox.

3. Add a Grid or go to an existing Grid in the design screen.

4. Click Edit in the upper-right corner of the Grid object you wish to edit.

5. The Grid Properties Wizard appears. The wizard is divided into 8 steps that follow:

 

Step 1 of 9: Grid Properties

1. Enter Caption. By default the name of the screen’s table will appear.

2. Select the appropriate choice for List data from which Table?

The choices are:

1. Attached – Allows the user to select a Table that is linked to the Screen’s Table. Select Table Name from the dropdown list. You can choose a table that has an existing relationship with the table the current screen is built from. The grid will display filtered information based on the current screen’s active record.   In other words, records that are children of the screen’s selected record.
2. Detached – Allows the user to select a Table that is not linked to the Screen’s Table. Select Table Name from the dropdown list.You can choose the table the grid will be built from. This grid’s table will be independent of any other table or grid related to the current screen.

3. Check the Checkbox Column box to make the first column of the grid a series of checkboxes.

4. Check the Grouping heading box to allow users to drag column headers to a grouping header.

5. Select Number of rows to display and Custom Font Size from the dropdown lists.

6. Check the Auto Grow to automatically add rows as needed.

7. Click Next.

 

Step 2 of 9: Grid Columns

1. Fill the Link radiobox to insert new Grid columns as links, or the Field radiobox to insert new Grid columns using a specific field.

2. If you selected the Field radiobox, then specify the Field from the dropdown list; otherwise skip to Step 3. If the field is numeric, you may choose to calculate subtotals for the column when the option        appears.

3. Enter Column Caption.

4. Enter Column Width.

5. Fill the appropriate radiobox to display column width using pixels or % of available width.

6. Click Insert Column.

7. Continue to add actions to links or fields or re-arrange by clicking on the Move up or down arrow or delete them as necessary.

8. Click Next.

 

Step 3 of 9: Filters

1. Check the Filter Header checkbox if you wish to allow users to set their own filtering.

2. Select View Name from the dropdown list or Click New / Edit… to create or edit an existing View Name.

3. Select an available field from the dropdown list that the filter should be applied to.

4. Click Insert Filter…

5. Click on Edit to make changes or Delete to remove the existing filters

6. Click Next.

 

Step 4 of 9: Sorting

1. Select Sort first by from the dropdown list.

2. Select direction from the dropdown list.

3. Repeat Steps 1 and 2, for additional sorting if applicable.

4. Click Next.

 

Step 5 of 9: Allow Edit?

1. Fill the Do not allow editing of rows radiobox to prevent users from editing within the grid. 

2. Fill the Editing takes place directly in the grid radiobox to allow users to edit from within the grid. 

3. If you opted to fill the Editing takes place directly in the grid button, enter Caption for the edit link;    otherwise skip to Step 7.

4. Fill the Add Action or Copy Action option.

5. Select the event that will trigger actions (after or before update).

6. Select an action from the Action dropdown list.

7. Click Add Action… (See Method Actions Reference Guide for assistance).

8. Click Next.

 

Step 6 of 9: Allow Add?

1. Fill the Do not allow adding of rows radiobox to prevent users from adding rows to the grid.

    Fill the Adding takes place directly in the grid radiobox to allow users to add rows from within the grid.

2. If you opted to fill the Adding takes place directly in the grid radiobox, enter Caption for the add link and Number of new rows; otherwise skip to Step 7.

3. Fill the Add Action or Copy Action option.

4. Select the event that will trigger actions (after or before update).

5. Select an action from the Action dropdown list.

6. Click Add Action… (See Method Actions Reference Guide for assistance).

7. Click Next.

 

Step 7 of 9: Validation Rules

1. Select Field from the dropdown list.

2. Select Condition from the dropdown list.

The choices are:

A. Less than – requires value less than the criteria.

B. Less than or equal to – requires value less than or equal to the criteria.

C. Equal to – value must match the criteria.

D. Is not equal to – value cannot match the criteria.

E. Greater than – requires value greater than the criteria.

F. Greater than or equal to – requires value greater than or equal to the criteria.

G. Is empty – value must be empty.

H. Is not empty – value cannot be empty.

I. Between – requires value must fall between specified criteria.

J. Within date range – value must fall within specified date range.

3. If you selected Is not empty or Is not empty for Step 2, skip to Step 6; otherwise proceed to Step 4. If you selected Between as the condition in Step 2, select the range of values accordingly.

4. Select Value from the dropdown list.

The choices are:

A. Type In – sets the condition to a user-defined action result.

B. Value From Screen– sets the condition to a value pulled from a specific field within the specified screen.

5. If you selected Type In for Step 4, enter predefined value; otherwise select value from the dropdown list below.

6. Click Add Validation Rule.

7. Click Next.

Step 8 of 9: Access to Roles

1. Select the Roles that will be allowed permission to perform certain operations.

The choices are:

A. Accountant

B. Administrator

C. Customizer

D. Director

E. Guest

F. Manager

G. Staff

 Step 9 of 9: Confirmation

1. Review and confirm the details of your Grid, making changes as necessary.

2. Click Finish.

3. To finish, select the appropriate option below:

A. If you are ready to activate your changes to the screen, but wish to keep the design screen open, click Publish.

B. If you are ready to activate your changes to the screen and wish to close the design screen, click Save & Close, then select Ok.

C. If you wish to close the design screen and not publish changes, click Save & Close, then select Cancel.