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Ad Hoc AdHoc Grids allow for the creation of data Grids based on a User-defined SQL query. Knowledge of the SQL language is required. Reports can be generated from the data Grids.
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Opens the active query in the Ad Hoc AdHoc Grid definition form. The button will open the Add New Grid form.
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Required Fields
- Name: The title of the Ad Hoc AdHoc Grid to be created.
- Description: Explanation of the use of an Ad Hoc AdHoc Grid.
Options
- Roles: Defines which User roles have access to the Grid. If none are selected, all valid Users have access. These Roles will also control if an AdHoc can appear to a Customer in the CustomerCenter. To make an AdHoc appear in the CustomerCenter, simply assign the Role or Roles that are used to make the CustomerCenter available within the organization.
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The Query tab displays the underlying query for this Grid. It is a read-only field. The primary use of this tab is so that the User can review what Query created the Ad Hoc AdHoc Grid.
Opening the Grid
After the initial save of a new Grid, two additional buttons will be available on the form.
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