Customize Grid

In v21.03+, as an administrator, and for applicable grids, you have the option to extend the grid by adding extra column(s) to display data that is not visible by default in the grid(s)

Once new column(s) are added and applied, this setting will be global to all Users in the system

Verify if the intended grid can be “customized”
- Go to any grid, place your cursor on any cell, and mouse right click for menu options.
- See if the “Customize Grid…” menu option appears
  - If it does, proceed to step #2
  - If it does not, then it is not possible to extend this grid
Click the “Customize Grid…” option
- You have the option to extend this grid and add extra column(s) that exist for this form / table
  - On the Columns tab, notice a list of possible Grid View Columns displays by default
  - Find the column(s) you wish to add to this grid
  - For each column to be added, in Edit mode:
    - - Select the Include checkbox for the extra column(s) to wish to extend the grid with
      - Define the Column Attributes: click on the hyperlink to define attributes such as Filter Type, Alignment, Sort Type
      - Optionally edit the column Caption
  - Click “OK” once all column additions are defined
  - Click “Reload Grid Definition”
    - - Notice the grid refreshes with the added column(s) now visible at far right of grid
      - Alternatively, if the data column you wish to add is not found on the Column tab by default, you have the option to add a column from a related table or view
- This is a 2-step process
- Click on the Related Tables tab to view the related tables or views applicable for this grid
  - - Suggestion: the ones with name prefaced with “LDVIEW_xxx” are typically useful for this purpose
    - Find and add the Field Name column(s) you wish to add to this grid. Hint: use the filter option
    - Notice there may be more than one related table for which the field column is referenced; select the appropriate one
    - For each column to be added, in Edit mode, select the Include checkbox
    - Save
- Go back to the Columns tab to complete the addition of the column(s) from the Related Tables
  - Find the column(s) (recently added from the Related Tables) that you wish to add to this grid
  - For each column to be added, in Edit mode:
    - - Select the Include checkbox for the extra column(s) to wish to extend the grid with
      - Define the Column Attributes: click on the hyperlink to define attributes such as Filter Type, Alignment, Sort Type
      - Optionally edit the column Caption
  - Click “OK” once all column additions are defined
  - Click “Reload Grid Definition”
    - - Notice the grid refreshes with the added column(s) now visible at far right of grid
The changes to additional columns made to this grid now appear for ALL Users who access this grid

For advanced customization features available in v22.01+, refer to related KB articles:

Procedures