Versions Compared

Old Version 2

changes.mady.by.user Frank Zerillo

Saved on

compared with

New Version Current

changes.mady.by.user Bianca Rosa

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Scroll Health Check: The link has been rewritten to its master page by check 'P16'.

...

Clicking 'Print' generates an HTML document of the Service being printed that is optimized for 8 1/2" x 11" printing. Only one row (item) in the Grid can be printed at a time. Printing from here gives a detailed break down of all the columns associated with the item which can be limited using the Print Prefs to get a specific Print based on User requirements.

There is an option to have either a QR Code or a bar code attached to a given printable document in the Configuration Guide to make tracking documents easier. From the Print Screen, a User can either click the Print Button or the Generate PDF Button. The PDF can be used in all the normal ways you might need a PDF file.

...

Note: Grid Perspectives, combined with Grid Reporting, become a powerful way for you to filter, format, and create queries and reports that you use all the time. Use the search and filters to limit only the items you want to see, format the Grid for the columns and column order you want, and save it. Then whenever you want to see this data or create a report on it, simply choose that Grid, and all the info is at your fingertips without re-doing any steps. And don't forget you can have as many Perspective Perspectives per Grid as you would like.

You can also set a Perspective to open from either a Browser or System Bookmark. Once the Bookmark is created, you can quickly jump to the Grid Perspective when needed.

Excerpt

How to create a Browser Bookmark:

  1. Navigate to the Form with the Perspective you wish to Bookmark
  2. Click the View Perspective link in the Options menu
  3. Select your Perspective and click the BookmarkImage Addedbutton
    Perspectives Bookmark Form exampleImage Added
  4. Click the Copy Browser LinkImage Added button
  5. In your browser create a new Bookmark; the link location should have been copied to your clipboard

How to create a System Bookmark:

  1. Navigate to the Form with the Perspective you wish to Bookmark
  2. Click the View Perspective link in the Options menu
  3. Select your Perspective and click the BookmarkImage Addedbutton
    Perspectives Bookmark Form exampleImage Added
  4. On the form enter a Bookmark name
  5. Click the Save System BookmarkImage Added button

Note: When creating a Perspective Bookmark, remember if a Perspective is the Default Perspective for that Form, there is no need to use these processes. Every time a User Navigates to a Form, the Default Perspective will always be the first to load, unless you have manually created a Bookmark to the specific Perspective you wanted.

Auto-load Preference

The initial automatic load of Grid data can be controlled in two ways:

...

Adding User Defined Fields to a Grid (UDFs and UDCs)

If we have a User Defined Field that we would like to see in the Grid we can click on the down arrow on the Perspectives button and click the User Defined Columns text. This opens the 'User Defined Column' (UDC) form and we can select any of the User Defined Fields that we have added to the form. When we add these UDCs, they will be added as a searchable and filterable column to the Grid.

...

Users can generate a printable report (in HTML, PDF, or CSV format ) of any Grid or section of Grid by clicking on  the Report Button (located on the Grid Toolbar).  In the 'Generate Report' form, Users can generate reports from the Grid, by page, by row, or by selection.

...

TheGrid Permissions Button button allows an Admin to set Grid level Permissions quickly.

AdHoc Builder AdHoc Grid Query Builder Button

TheAdHoc Grid Query Builder Button button allows an Admin to pull in the existing Grid query to modify and make an AdHoc grid quickly.

Page View

In order to alter the number of rows displayed on each page of a Grid, a User can access the drop-down menu located immediately below the bottom left corner of the Grid. A User can choose to view 10, 15, 25, 50, 100, 250, or 500 rows per page of Grid.

...