Creating Grid Fields

The Grid Creation Tool ( ) allows you to place a grid on your forms. The grid's non-editable columns will display information about the documents (of a particular document type) related to the folder record/document being displayed using the form.

On forms based on folder types, grids may be used to present information about the documents that have been "attached" to the displayed folder record (referred to as "child" documents in the Form Editor). For example, a Jobs-based form (at the Jobs folder type level) could include a grid listing all of the proofs (proof documents) or scans (scan documents) that have been "attached" to the job.

On document type-based forms, grids may also be used to present information about the other documents (of another document type) that have been "attached" to the same parent folder type. For example, a Job Change Order form (based on the Change Order document type) could include a grid listing all proofs that have been attached to the same job (folder record).

Procedures

Creating a grid on a form

Assigning grid columns to database fields

Related Topics

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