Defining grids

Create a new grid or copy an existing grid and modify the grid definition. A grid can be added to the menu as a new screen or as a tab on another form.

Note: To define grids that all users can see, you must be logged in as the R5 user.
  1. Select Administration > Screen Configuration > Grid Designer.
  2. Click New Record.
  3. Specify this information:
    Grid Name
    Specify the name of the grid, and then specify a description in the adjacent field.
    Note: Names of List type grids must be six characters in length, with ‘U’ as the second letter. Names of Tab type grids must be three characters in length and begin with 'X'.
    Copy From
    Specify an existing grid to copy. Description, Grid Type, Parent Screen, Parent Screen description, FROM Clause, WHERE Clause, and SELECT Statement are automatically populated.
    Grid Type
    Choose one of the following options:
    • List View
    • Tab
    • Alert Management
    Parent Screen
    Specify the parent screen for the grid if the new grid will be added as a tab on an existing form if Grid Type is selected. The parent screen description is automatically populated.
    FROM Clause
    Specify the FROM Clause for the grid, including each table and table alias.
    SELECT Statement
    Specify the SELECT Statement for the grid. On the Record View page, fields can be selected only from the lookup. To modify the fields selected or to add fields and functions expressions individually, click the Fields tab.
    WHERE Clause
    Specify the WHERE Clause for the grid, including parameters as necessary.
    Custom Field Table
    Specify the custom field table used for the dataspy lookup for the grid if custom field selection is enabled.
    Active
    Active is selected if the grid has been validated on the Validation page.
  4. Optionally, select the Enable Custom Field Selection in Dataspy check box to enable custom field selection in the dataspy for the grid.
  5. Optionally, select the Mobile Grid check box to set the grid as a Mobile grid on the Record View page.
  6. Optionally, select the GIS WO Attribute Mapping Grid check box to allow work order fields defined on this grid to be associated to GIS event attributes, which enables EAM work order data to be synchronized in the GIS map display.
    Note: This feature is only available when using LRS (Linear Referencing System) enabled map services.

    The Map Attributes pop-up window on the Infor EAM toolbar inside the ArcMap application is used to associate work order UDG fields to GIS event attributes.

  7. Click Save Record.
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