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. Open the Grid Designer form.
  2. Click New Record.
  3. 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'.
  4. 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.
  5. Grid Type—Choose one of the following options:
    • List View
    • Tab
    • Alert Management
  6. 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.
  7. FROM Clause—Enter the FROM Clause for the grid, including each table and table alias.
  8. 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.
  9. WHERE Clause—Enter the WHERE Clause for the grid, including parameters as necessary.
  10. Enable Custom Field Selection in Dataspy—Select to enable custom field selection in the dataspy for the grid.
  11. Mobile Grid—Select to set the grid as a Mobile grid on the Record View page.
  12. Custom Field Table—Enter the custom field table used for the dataspy lookup for the grid if custom field selection is enabled.
  13. Active—Active is selected if the grid has been validated on the Validation page.
  14. Click Save Record.