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.

Caution: 
To define grids that all users can see, you must be logged in as the R5 user. Best practice recommendation is to not change the system delivered grid / dataspy. It is recommended to make a copy of the dataspy and then change the copy. This will ensure all changes upgrade seamlessly.

To define grids:

  1. Select Administration > Setup > Grid Designer.
  2. On the List View tab, click New Record. A new Record View tab is displayed.
  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 tab, 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.
  4. Click Save.
  5. Click the Fields tab. specify this information:
    Fields
    Select the fields that you want to view in the grid.
    Alias
    Specify the field alias.
    Field Label
    Specify the field label that must be displayed in the grid.
    Header Location
    Select the location where the field must be displayed.
    Data Type
    The data type is displayed by default.
    Lookup Entity
    Specify the lookup entity. The description is displayed by default.
    Lookup Query
    Specify the lookup query.
    Lookup Query Text
    The lookup query text is displayed by default.
  6. Click Save to save the record.