Adding Forms to Grids

The final (optional) step in creating a View is to decide whether to associate a Form with the Grid. A Form enables users to see more detailed information about the records in the View or to edit the records in the View.

Again, this is an optional step. However, if it is not completed, users cannot open individual records.

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. Save the View.