Customize Grids with the Screen Designer

You can use the Screen Designer to change grids. Grids are a type of field in which you can insert multiple entries. For example, the Team tab of the Project Info Center contains two grids, Projects and Vendors. In both grids you can insert, copy, or delete multiple entries.

You cannot resize grids with the Screen Designer. Ajera CRM automatically sizes the width of the grid to fit the width of the window. However, if you want to change the number of rows displayed in the grid before vertical scrollbars appear, you can do so in the User Defined Components application.

To customize a grid, complete the following steps:

1. Display the screen (form) that contains fields that you want to customize and click the Screen Designer icon at the bottom right of the screen.
2. On the Screen Designer form, select a grid. The Columns pane displays, which allows you to change information about the column fields within the grid. For example, the Employee Skill grid contains three columns: Skill, Level, and Primary. For each of these columns, you can determine whether the column is locked or required. When you edit grids, the settings in the Properties pane apply to the overall grid; the settings in the Columns pane apply to the column headings within the grid.
3. To move a grid, drag it to the new position or use the Position fields on the Properties pane to specify the location.
4. To change a grid's label, enter the new name in the Caption field on the Properties pane.
5. To specify the maximum number of records that display at one time on a grid before the user needs to page through the records, enter the number in the Row Limit field on the Properties pane.
6. To change a column heading, click the heading, then click the Columns field on the Properties pane, and then click the ellipsis (...) button. Ajera CRM displays a Grid Column Collection Editor dialog box. On the Collection Name pane, select the column heading. The information about that heading displays in the Properties for Collection pane.
7. Use the Properties for Collection pane to change the name of the column heading. You can also determine whether the heading is hidden, locked, or required. If the selected grid has only one line of text for each heading, only one Caption field displays. If the grid supports two lines of text per heading, two Caption fields display, and so on.