Managing Business Object Grids
Grids are managed using the Grid Editor (accessed from within a Blueprint in CSM Administrator). Use this tool to:
- Create/Edit a Business Object Grid.
- Delete a Business Object Grid.
Note: Within the Grid Editor is the Grid Wizard, a specialized tool that automatically creates a new Grid with all the appropriate Fields and Grid properties.
To open the Grid Editor:
- In the
CSM Administrator main window, click the Blueprints category, and then click the
Create a New Blueprint task.
The Blueprint Editor opens, showing the Object Manager in its Main Pane. The Object Manager lists the existing Business Objects.
- In the Business Object tree, click the
Business Object to access the desired Grids.
Tip: Filter the Business Objects by clicking the Major, Supporting, Lookup, and All radio buttons.
- In the Appearance area of the Object Manager, click the
Edit Grid link.
Tip: Also access the Edit feature by clicking View>View Grid on the Blueprint Editor menu bar or clicking the Grid toolbar button
on the Blueprint Editor toolbar.
The Grid Editor opens showing the Business Object's default Grid. A dynamic Grid menu bar item appears on the Blueprint Editor menu bar to access Grid-specific commands.
- If more than one Grid exists for the Business Object, select the Grid to open by selecting it in the Grid drop-down (upper-left).
To view a Business Object Grid in the Grid Editor:
- Open the Grid Editor.
- In the Grid drop-down (upper-left), select a
Grid.
The Grid shows in the Grid Editor preview pane. The Grid properties show below the preview.
Note: To view the Grid as it appears to Users, see Using Grids.
Grid Wizard
The easiest way to create a new Grid with all appropriate Fields to a Grid at once is to use the Grid Wizard.
The Grid Wizard (accessed from within the Grid Editor in a Blueprint) automatically creates a new Grid with all the appropriate Fields and Grid properties. Use the Grid Wizard to initially and quickly create a new Grid. After creating the Grid, tweak the Fields and properties as needed.
If creating a Grid using the Grid Wizard, the wizard:
- Adds all the appropriate Fields from the Business Object to the Grid.
- Sets default Grid properties.