Creating Ad Hoc Grids

If you were provisioned one of the ad hoc roles (assigned in Shared Services), you can create an ad hoc grid.

  To create an ad hoc grid:

  1. Select an action:

    • Select Tools, then Ad hoc, and then New Ad Hoc Grid.

    • Click New Ad Hoc Grid New Ad Hoc Grid.

    • Within a data form, right-click and select New Ad Hoc Grid.

    • In the view pane, select an existing ad hoc grid and click Save. In the view pane listing, ad hoc grids are denoted by Ad Hoc List.

  2. In New Ad Hoc Grid, select a Plan Type, and then click Go.

    The ad hoc grid is displayed in a new tab in the content area.

  3. Perform ad hoc actions. See Performing Ad Hoc Actions.

Note:

Ad hoc grids are saved in data form folders and display in the list of data forms, with the following icon: ad hoc icon when listed with data forms.