Create a New Grid View

Users can add a new View by either creating an entirely new View, or by copying and editing an existing View.

• To copy a View, select the existing View record and click Copy Selected from the pull-down menu next to New.

• To create a new View, click New to display the List Manager window with the View tab active.

The Grid Name is the name of the current data grid and is non-editable.

Enter a View Name and optional Description.

Views can be marked Public which allows any other users to use this View or set to Private which restricts access to only the user that creates this View. If a view is to be Public, tick the Public checkbox.

Field Definition

All views must contain at least one database field (column). To define the View fields, click the Fields tab to display a list of fields available for the current data grid:

To select/de-select fields click each fields checkbox in the Select column. The user can add as many fields as they require.

The user can rename the titles in the Caption column fields by clicking in the field and changing the text. The new title will then appear in the Grid View.

If required, select a pick-list from the PickList field. The associated list of values will then be available from the field in question. Refer to Pick Lists for further information of how pick-lists are created and edited. If a field has Not Applicable in its PickList field then that field in a grid is completed from a source other than a pick-list.

Note:
If a locked pick-list is assigned to a field, only values from that list may be entered in that field. This includes imported values. If an attempt is made to import a value into such a field that is not in the assigned pick-list, the import of that value will fail.

Note:
If a pick-list is assigned to a field, and that field is displayed in a window, the pick list will not be available for that field in the window. However, if the pick-list is locked the field will be read-only in the window.

When all the fields have been selected, click Save to save the fields to the new View.

Layout

All the fields selected in a View can be located in any order or sequence within the data grid and have their default widths pre-set.

To define the Layout, click Layout to display the selected fields.

Note:
The user must select fields prior to defining the Layout.

To change the order of the fields, click on the field Caption and drag the column to the desired location.

Note:
Two arrows are displayed to assist the user in positioning the field.

To change the default column width, click on the vertical dividing line and drag the dividing line to the desired width.

Note: Double clicking on the dividing line will size the column to fit the largest string of text within that column.

To save the new Layout, click Save.

Sorting

Use the Sorting tab to define the fields by which the View will be sorted.

The View Fields list displays all fields for the View. Check the Show Used Only checkbox if only those fields selected for the View (in the Fields tab) are to be displayed.

To select a field to sort the View by, double-click on it in the View Fields list. It is then moved to the Sort By list. Repeat for as many fields as required.

The order of fields in the Sort By list will be the sort order of the View. In the example below, data in the View will be sorted first by Area, and then by Tag Number.

Filtering

Use the Filtering tab to force the View to be filtered.

The Filtering tab is used in the same way as the Filter window. Refer to Apply Advanced Grid Filters for further information.