Add a Grid to a Hub

You can add user-defined grids to a tab in a hub.

To add a grid to a hub:

  1. In the Navigation pane in the browser application, open Screen Designer in one of the following ways:
    • Go to the Hubs section and select the hub that you want to customize, or go to the Settings section and select Accounting > Chart of Accounts to customize Chart of Accounts. On the form, select Design from the Other Actions drop-down menu.
    • Go to the Settings section and select Screen Designer. In the drop-down list in the title bar of the Screen Designer form, select the application that you want to customize.
  2. On the Screen Designer form, click the tab that you want to add the grid to.
  3. In the Actions section in the actions and properties pane on the Screen Designer form, click Add Grid.
  4. In the Add Grid dialog box, enter the name (caption) and database table name for the grid and click Continue.
  5. In the Grid Settings dialog box:
    1. In the Grid Columns section, click + Add Column to add a column to the grid. In the blank row enter information for the column—the column name (caption), type, and sort-by setting. You enter each column for the grid in a row in the Grid Columns section. The grid columns that you enter as rows from top to bottom in this section are displayed in the grid from left to right in the hub.
    2. In the Column Properties section, enter properties for the selected column in the Grid Columns section, such as the default value and whether the column will be hidden, locked, and/or required.
    3. Repeat steps a and b to add more columns to the grid.
    4. To change the order that the columns will display in the grid: In the Grid Columns section, hover over a row (which is a grid column) that you want to move, click the drag handle icon at the beginning of a row, and then drag the row up or down and drop it in the desired location. The grid columns that you enter as rows from top to bottom in this section are displayed in the grid from left to right in the hub.
    5. Click Save.
  6. On the Screen Designer form, use your mouse to drag and drop the grid to the desired location on the tab. You can place only three elements (a combination of three fields, grids, and so on) in one "row" on a tab.
  7. To change the width of the grid, hover over it and then click and drag the resize icon .
  8. Click Save in the actions and properties pane.
Parent Topic: Customize Grids