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
Select the Grid Creation Tool from the Tools Toolbar.
Move the cursor to the appropriate position, then click and drag to draw a grid on the form.
Select the grid in the form. The Control Properties branch of the Properties panel allows you to specify the child document type and other options for the grid.
Select the Child node in the Control Properties and click the menuexpander. Then select a child document or folder type. The document types available depend on the document types defined for the folder type on which the form is based (or, if the form is based on a document type, the folder type for which the document type has been defined).
Optional:Specify the appropriate options for the grid. The following options may be specified:
Visibility - Indicates whether the grid will be always shown, always hidden, shown in print (only when the form is printed), or shown in display (only when the form is viewed in Virtual Ticket).
Table Frame - Indicates whether there should be a frame drawn around the border of the grid field.
Column Borders - Indicates whether there should be lines drawn to separate the columns of the grid.
In the Number of Columns field, specify the appropriate number of gridcolumns. When determining the appropriate number of grid columns, consider that each column of the grid will display the information stored in a different database field defined for the child document type, so the number of grid columns should reflect the amount of information you would like to make available about each record displayed in the grid.
Apply the appropriate attributes (style, size, font, color, line width, alignment) to the new grid.
Select Save Form from the Form menu to save the changes you have made to the form.
At this point, a new grid field has been added to the form, but it hasn't yet been configured to display any information to the end users of the form. To do this, you should next specify the database fields that will be displayed in the columns of the grid. Instructions for doing this can be found below.
Assigning grid columns to database fields
With a form open and a grid field selected, click the Selection Tool in the Tools Palette and double-click a column in the grid. The selected column will appear highlighted in the grid.
Use the Field selector in the Control Palette to select the database fieldwhose value should appear in the grid column. The database fields available will depend on the document type on which the grid is based.
Select display attributes for the selected column by using the Alignment, Font, and Color Palettes.
Adjust column widths by pointing to the column dividers and dragging horizontally.
Repeat the previous steps until all columns in the grid have been assigned a database field and display attributes have been applied.
Select Save Form from the Form menu to save the changes you have made to the form.
At this point, the columns of the new grid have been assigned to database fields and the grid will display database field information for the end users of the form on which it is placed.