Adding Detail Forms to Grids

The final step in creating your General Forms is to add custom Details Forms to the Grids you have selected. In order for Detail Forms to be edited on the Web, they must be assigned to a Grid in this step.

1. Highlight a Grid Type in the left-hand section (Step 1: Select a Grid Type).
2. Select a Grid (Step 2: Select a Grid).
3. From the drop-down list under "Step 3: Select a Details Form for Grid", choose a specific, pre-defined Detail Form to add to the Grid on your General Form. The forms listed will change depending on the grid type highlighted.

   Note: For information on creating custom Detail Forms to add to your General Form, consult the Detail Forms topics.

4. To see the forms as they would appear online, highlight a form name and click the Preview button. The Control Preview window will open.
5. If none of the forms in the list suit your needs, you can use the buttons below the list to create a new form or edit an existing form using the Detailed Form Editor.

   

6. Continue to add Detail Forms for each of the grid types you have marked in the first section, if desired.
7. Save the record when you have completed this step.