Custom Grids Tab of the User Defined Tabs Form

Use the Custom Grids tab to add, modify, and delete user-defined grids in the Equipment hub in the desktop application.

Contents

Custom Grids Grid

Grid Toolbar

Field	Description
Custom Grids Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
Move Up Move Down	Use these options to specify the order in which the tabs will display on the user-defined grids.
Delete	Click a tab name and use this option to remove the tab from the grid.
Insert	Click this option to insert a blank line on the grid and add a new tab. This determines the order in which the fields display in lookups and reports.

Grid Fields

Field	Description
Tab	Select the tab for which you want to add a grid. If you select Activities or Files, the Columns grid includes one row for each standard Activity column and the grid options are disabled.
Caption	Enter a name for the tab. If you change the Caption name, DPS displays a message that asks if you also want the database table name to be changed. If you select Yes, you may have to make changes in your saved searches and custom reports.
Database Table Name	This field displays the database code for the selected application and the new tab.
Row	Enter the number of rows in which users are allowed to enter data.

Custom Columns Grid

Grid Toolbar

Field	Description
Custom Columns Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
Move Up Move Down	Use these options on the grid toolbar to move columns. Field position in the grid determines the sequence in which the columns display on lookups and reports.
Insert	Click this option to insert a blank line on the grid and add a new column.
Delete	Click a column name and click this option to remove it from the grid.

Grid Fields

Field	Description
Heading	Enter the column headings. If you change the column name, a prompt asks if you also want the database column name to be changed. If you select Yes, you may have to make changes in your saved searches and custom reports.
Database Column Name	This column lists the database code based on the selected column heading.
Data Type	Select the data type for the user-defined column heading. Some of these options are lookup list fields. After you select a data type for the column heading and data is entered into that field, you cannot change the data type, with the exception of three types: Character, Drop Down, and Lookup. These three are compatible types and are interchangeable. If you need to change any other data types, you need to delete that column heading and re-add it. The possible data types are: Account: Creates an Account lookup list field. Boilerplate: Creates a boilerplate lookup list field. Character: Enter alphanumeric values. CheckBox: Determines if the field is a check box (yes or no). Contact: Creates a Contact lookup list field. Currency: Creates a currency field in which the currency varies based on the record. For example, you may have vendors that you pay in different currencies, so this currency field may contain a different currency based on the vendor associated with the currency field. Currency (Specific): Creates a currency field that is the same for the user-defined field in every application. Date: Determines if the field contains a date value. DropDown: Creates a drop-down list field. Use the List of Values field to specify its values. Employee: Creates an Employee lookup list field. When you create an employee data type, you add two new fields, one for the employee name and one for the employee number. The employee number search field is compatible with the "is me" operator, so that you can use that operator for user-defined employee type fields. Equipment: Creates a lookup list field that displays equipment from the Equipment lookup list. Firm: Creates a lookup list field that displays all client and vendor type firms from the Firms hub. Lookup: Creates a lookup list field. Use the List of Values field to specify its values. Memo: Creates an RTF (rich text format) field for formatted text. Numeric: Creates a numeric field. If you select this option, you can enter the number of decimals used in the number in the Decimals field. Opportunity: Creates an Opportunity lookup list field. Organization: Creates an Organization lookup list field. Project: Creates a Project lookup list field. URL: If you select this data type, you can enter and save a Web site address in the field, which you can then click to launch the site in a new browser window.
Display Width	This setting determines the number of characters for the column. DPS calculates how wide the column should be on the screen based on the fonts that you use. DPS multiplies the number in this field by 6 to arrive at the number of pixels in the field.
Sorted	This setting determines whether the rows will be sorted by the column in question when first retrieved. Sorted may only be selected for one column in each grid.
List of Values	If you set the Data Type option to Dropdown or Lookup, click the ellipsis in this field to display the Values lookup, on which you specify the selections that will be available to users when they click the drop-down list or display the lookup for the field.
Total	Select this option if you want a column total to appear at the bottom of the grid. This total field also displays for a list of numbers in reports. This option applies to Numeric and Currency data types only.
Decimals	If you set the Data Type option to Numeric, specify the number of spaces to the right of the decimal point. in the number.
Minimum Value	If you set the Data Type option to Numeric or Currency, use this column to specify the minimum number that the user can enter in the field. If you leave this field blank, no minimum value is set and users will be able to enter a negative number in the field. To prevent users from entering negative numbers, without specifying a minimum value, enter zero here.
Maximum Value	If you set the Data Type option to Numeric or Currency, use this column to specify the maximum number that the user can enter in the field. If you leave this field blank, no maximum value is set.
Required	The options for this field are: CRM: Select this option if the field is required for CRM users. This option is only available if the CRM application is installed. Accounting: Select this option if the field is required for Accounting users. This option is only available if the Accounting application is installed. CRM & Accounting: Select this option to require the field for both CRM and Accounting users.
Default Value	Enter the default value that prefills for the user-defined field. This field is available only if you select one of the following settings for the Data Type option: Checkbox: The default value is Unchecked. You can change the value to Checked but you cannot leave the value blank. Date: You can specify the words Current Date or enter a date. Lookup: Use the Values lookup to specify the value. Dropdown: Use the Values lookup to specify the value. Currency: Enter a number. Numeric: Enter a number. Character: Enter alphanumeric characters. URL: Enter alphanumeric characters.
Required Level	This option is only applicable if the field is required. The options are: All Levels: Select this option if you want the field to be required at all levels (for example, project, phase, and task). Project: Select this option if you want the field to be required at the top level, only. Lowest: Select this option if you want the field to be required at the lowest level (the charging level) of any given node. For example, when a new phase is created for a project, the field is required even if the project has other phases that have tasks. If a specific phase already has a task, the field is not required at the phase level.