Grid Customization Window

Grid Customization Window

CTRL+Click in Grid Display-> Customize Grid

Window Objects

Click to see a detailed description of the window.

 

Checkbox

Determines whether or not the field will be displayed in the grid.

Title

The name of the field, as assigned when the field is defined in the system.

Alignment

Determines the alignment of information within the column. By double-clicking the cell, the alignment for each field can be set to either Left Justified, Right Justified, or Centered. If you select a range, then double-click a selected cell, it will change the alignment for all selected fields.

Sorting

Allows information in the column to be sorted in ascending or descending order. This field is initially left blank to indicate no sorting is performed. This can be changed by clicking in the sort cell. Fields with a sort value of “--” indicate that no sorting can be done on the field.

Index

If sorting is used, this indicates the order of the sort. If one sorting criteria is defined, the Index value will be “1” to indicate the primary sort. If multiple sorts are defined, the Index values will be assigned to indicate primary, secondary, tertiary, etc... sorts. This can be changed by clicking.

Index value cannot be assigned for fields until a sort method has been assigned to them. Index values of “--” indicates that no sort value has been assigned for the field.

If multiple fields are selected and you change the Index value for one of the fields, the Index values for the other selected fields will change to accommodate the new value.

Move Up

Determines the order in which fields will be displayed in the grid. By moving a field up, you move the column to the left in the grid display.

Move Down

Determines the order in which fields will be displayed in the grid. By moving a field down, you move the column to the right in the grid display.

OK

Accepts changes as defined and closes the Grid Customization window.

Cancel

Closes the Grid Customization window without implementing any changes.

Procedures

To prevent a field from being displayed in the grid:

  1. Clear the field checkbox.
  2. Click OK when finished making changes in the Grid Customization window.

To change the alignment of grid field:

  1. Select the corresponding row or rows.
  2. Click the alignment cell for the field you want to change until the alignment option you want is displayed.
  3. Click OK when finished making changes in the Grid Customization window.

To apply sorting to field contents:

  1. Select the corresponding row or rows.
  2. Click the sorting cell for the field you want to sort. As you continue to click, the client will cycle through the sort orders (ascending, descending, none).
  3. Click the corresponding Index cell to define the sort hierarchy. This will cycle through all used indexes, automatically adjusting the indexes of other indexed fields to preserve the order.
  4. Click OK when finished making changes in the Grid Customization window.

To close the Grid Customization window without implementing any changes:

  1. Click Cancel. The grid customization window will close.

 


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