Saving Ad Hoc Grids

If you have the Ad hoc Grid Creator role (assigned in Shared Services), you can save ad hoc grids.

  To save an ad hoc grid:

  1. Create an ad hoc grid, as described in Creating Ad Hoc Grids, or start ad hoc analysis, as described in Starting Ad Hoc Analysis.

  2. Perform ad hoc actions, as described in Performing Ad Hoc Actions.

  3. Take an action:

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

    • Click Save Ad Hoc Grid Save Ad Hoc Grid.

    • Click Save in the screen's lower-right corner.

  4. Enter a Name and Description for the grid.

    If saving for the first time, you are prompted to select the Form folder in which to save the grid. Subsequent saves of the same grid save it to the same location.

Saved ad hoc grids are displayed in the view pane as a sibling of the data forms. In the view pane listing, ad hoc grids are denoted by Ad Hoc List.