Adding Forms to Grids

The final (optional) step to setting up a view is to decide what form will be associated to the grid. The form will allow users to see more detailed information about or edit the records in the view.

1. Highlight a Grid Type on the left (under Step 1: Select a Grid Type).

   

2. Under Step 3: Select a Form for Grid (optional) use the drop-down box to select an existing form from the View/Form Manager.

   OR

3. Click the New Form button to create a new form. More Information about creating forms.
4. This is an optional step. However, if it is not completed users will not be able to open individual records.
5. Save the view.