Add a Grid to a Hub

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

If Vantagepoint is set up to use multiple languages, see Screen Designer and Multiple Languages for some special considerations.

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 select Settings > General Ledger > Chart of Accounts to customize the Chart of Accounts. On the Actions bar of the form that displays, select Other Actions > Design.
    • Select Settings > General > Screen Designer. In the Application field at the top 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. On the Actions bar on the Screen Designer form, click Add Grid.
  4. On the Add Grid dialog box, enter the name (caption) and database table name for the grid and click Continue.
    The database name is limited to 100 characters.
  5. On 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 on the Actions bar.