Create/Edit a Business Object Grid

Use the Grid Editor (accessed from within a Blueprint in CSM Administrator) to create or edit a Business Object Grid.

To create a Business Object Grid:

  1. 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.

  2. In the Business Object tree, click the Business Object to access the desired Grids.

    Filter the Business Objects by clicking the Major, Supporting, Lookup, and All radio buttons.

  3. In the Appearance area of the Object Manager, click the Edit Grid link.

    Also access the Edit feature by clicking View>View Grid on the Blueprint Editor menu bar or clicking the Grid toolbar button Grid Button on the Blueprint Editor toolbar.

  4. From the Blueprint Editor menu bar, click Grid>New Grid.
  5. Provide a name for the Grid, and then click OK.
  6. Add Fields to a Grid: Drag-and-drop Fields from the Field tree into the Grid preview.

    To remove a Field from the Grid, click a Field, and then click the Delete button.

  7. Use the arrows to define column order or drag-and-drop the column header to a new location.
  8. Define Business Object Grid Options:
    1. Define row colors and images.
    2. Define title, width, and sorting.
    3. Define General Incident Grid settings.
    4. Define Show grouping properties:
  9. Make the Grid the default Grid.
  10. Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.

To edit a Business Object Grid:

  1. 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.

  2. In the Business Object tree, click the Business Object to access the desired Grids.

    Filter the Business Objects by clicking the Major, Supporting, Lookup, and All radio buttons.

  3. In the Appearance area of the Object Manager, click the Edit Grid link.
  4. In the Grid drop-down (upper-left), select the Grid to edit.
  5. Make any changes.
  6. Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.