Grid Builder

Grids display records within a View. They are designed to:

show key information from multiple records in a module, and

provide easy access to a detailed Form view of a single record.

Administrators can use the Grid Builder to control which fields are displayed in a grid, the order in which those fields are displayed, what the grid is called, and which tools appear in the its toolbar.

Header Information

Grid Name

Provides a unique title for the grid.

Grid Type

Indicates which module is associated with the grid. This field is read-only and is based on the program, module and component selected in the Grid Manager.

Caption

Displays the text that will appear at the top of the grid in Lucity Web.

Page Size

Indicates the number of records that will appear on a page of the grid by default.

Description

Explains the purpose of the grid.

Column Editor

Available Columns

Lists all columns in the module that can be added to the grid.

Used to move columns back and forth between the Available Columns list and the Selected Columns list.

Selected Columns

Lists the columns that are included in the grid.

Used to move a column up and down within the Selected Columns list. Columns, as listed top to bottom, appear left to right in the grid.

Properties

Lists the display properties of the selected column. More information about column properties

Footer

Offline Mode

Makes the grid available to mobile users when they are offline.

Manage Buttons

Opens the Manage Buttons pop-up, which lets administrators choose which buttons appear on the grid's toolbar.

Save

Saves all edits and closes the Grid Builder.

Cancel

Closes the Grid Builder without saving edits.

To Add a Column

In the Available Columns list (on the left), select a column to add to the grid.
Click the > button to move the selected column name to the Selected Columns list.

To Remove a Column

In the Selected Columns list (in the middle), select a column to remove from the grid.
Click the < button to move the selected column name to the Available Columns list.
Not: When creating or editing Work Order grids, a System ID 1 and a set of address fields appear in the Available Columns list. These fields are automatically populated with the first asset ID number in the Asset grid, and first Address from the Location grid. By including these fields, administrators have a way to add some asset and address information directly into the Work Order grid so users don't have to drill down on every record to see the location of the Work Order.

Select a column name in the Selected Columns grid.
Click the up and down arrows to move the selected column up or down in the list. The order of the columns, as listed top to bottom, indicates how they will appear in the grid from left to right.