Copy or create a New Grid View
- Last UpdatedOct 31, 2025
- 4 minute read
You can add a new view by either creating an entirely new view, or by copying and editing an existing view.
To copy a new grid view
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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 grid view
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To create a new view, click New to display the List Manager window with the View tab displayed.

The Grid Name is the name of the current data grid and is non-editable (this view is based on the Instrument List data grid).
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Enter a View Name and optional Description.
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Optional: Select Public if you would like other users to be able to use this view. If you do not select the Public checkbox then the view will be private and only you will be able to access it.
Field Definition
All views must contain at least one Database (DB) field (column).
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To define the view fields, select the Fields tab.
A list of fields available for the current data grid displays.

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To select/de-select fields, click each field's checkbox in the Select column. You can add as many fields as required.
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You can rename the titles in the Caption column fields by clicking in the field and changing the text. The new title will be used in the Grid View.
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If required, select a picklist from the PickList field. The associated list of values will then be available from the field in question. For details of how picklists are created and edited, refer to Pick Lists. If a field has Not Applicable in its PickList field, then that field in a grid is completed from a source other than a picklist.
Notes: If a locked picklist 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 picklist, the import of that value will fail.
If a picklist 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 picklist is locked the field will be read-only in the window. -
When all the fields have been selected, click Save to save the fields for 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.
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To define the layout, click Layout to display the selected fields.
Note: You must select fields prior to defining the layout.

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To change the order of the fields, click on the field Caption and drag the column to the desired location. Two arrows are displayed to assist you in positioning the field.
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To change the default column width, click on the vertical dividing line and drag the dividing line to the required width. Double-clicking on the dividing line will size the column to fit the largest string of text within that column.
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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.
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Check the Show Used Only checkbox if only those fields selected for the View (in the Fields tab) are to be displayed.
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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.

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To remove a field from the Sort By list, double-click on it. It is then returned to the View Fields list.
Filtering
Use the Filtering tab to apply filtering to a View.

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