3 Grid Formats

This chapter contains the following topics:

3.1 Understanding Grid Formats

JD Edwards EnterpriseOne grid formats are personalized grid layouts that you create to customize how your grid data is displayed. You can display the data either in Table View or List View grid formats. Using the intuitive Grid Format Manager interface, you can select the columns you want to include in your grid formats.

You use Grid Format Manager to create, modify, and save grid formats. When you click the Personalize Grid icon, the system displays the Grid Format Manager side panel.

You can choose to display records in either of the following two grid formats:

  • Table View - Collects the data records from the query and organizes them in a tabular grid. See Working with the Table View Grid Format for more information.

  • List View - Groups data records and displays them in a vertical scrollable list. See Working with the List View Grid Format (Release 9.2.0.5) for more information. The List View grid format is available only for find/browse grids. (Release 9.2.0.5)

    The option to select either the List View grid format or Table View grid format is available only in find/browse grid. The Find/Browse, Search & Select, and Power Browse forms have find/browse grids, as do browse subforms. In an update grid, you can use only the Table View grid format, and the Format Type drop-down list will not appear in the Grid Format Manager.

Note:

If you are using a release prior to EnterpriseOne Tools release 9.2.0.5, you can create only the Table View grid format.

The following sections describe the Table View and List View grid formats, and the steps to create these formats:

The icons in the Grid Format Manager side panel are available for all User Defined Objects (UDOs) and are discussed in the UDO Design Panel.

3.2 Working with the Table View Grid Format

Table View grid format is one of the grid formats that you can use to find and view records. Table View grid format enables you to display information in a tabular format. Using the Grid Format Manager, you can select the columns you want to include in your Table View grid format, and then show or hide the columns as required. With Release 9.2.2.4, you can also rename the grid columns.

Your ability to create a grid format depends on whether your system administrator has enabled the Personalize Grid icon. If you do not see the Personalize Grid icon in the bar located at the top of the grid, you do not have permissions to personalize the grid.

3.2.1 Creating a Table View Grid Format

To create a Table View grid format:

  1. Open the application for which you want to create a new Table View grid format.

  2. Click the Personalize Grid icon.

  3. In the Grid Format Manager, ensure (Create) is the value in the Name field. If another value is displayed, select (Create) from the Name drop-down list.

  4. Select Table View from the Format Type drop-down list. (Release 9.2.0.5)

    By default, the Table View option is selected for Format Type.

    Important:

    If you are using a release prior to EnterpriseOne Tools release 9.2.0.5, the Format Type drop-down list is not available, and you can create only the Table View grid format.
  5. Select the Set As Default option to designate the new grid format as the default for the form.

    Only one grid format can be the default grid format for a form.

  6. Make changes to the Display and Order, Column Format, and Data Sequencing sections as described in the following topics:

    Note:

    Columns that you are required to use have an asterisk beside the column name. You cannot remove these required columns from your grid format.
  7. Click the Save button.

    You cannot change the Format Type after you save a grid format. The Format Type drop-down list is disabled and you cannot change its value until you create a new one. Similarly, when you open an existing grid format in the Grid Format Manager, the Format Type option cannot be changed and the drop-down list is disabled.

  8. In the Enter New Name dialog box, enter a unique name for the Table View grid format. The new grid format is saved as Personal grid format with the name you entered.

  9. Click the OK button.

    Note:

    If you enter a name that already exists, the following message is displayed: 'The name is already in use, duplicate names are not allowed.'
  10. Click the Close button to close the Grid Format Manager.

If you modified an existing personal grid format, you can click either the Save or Save As icon. Clicking Save updates the original personal grid format with the changes. Clicking Save As requires you to enter a new grid format name, so that you have the original grid format and a new personal grid format with the updates you made.

If you want to recall the default format, save the original grid format before you save a new format. Otherwise, you must remove the new format, exit the application, and then access the application again to view the default grid format.

3.2.2 Hiding and Showing Grid Columns

When you work with forms that have grid columns, you can hide one or more columns that you might not need. You can show the hidden columns when you need them.

You can use one of these methods to hide and show grid columns. These methods are applicable only in the Table View grid format.

  • Personalize Grid icon.

  • Right-click in column header.

Note:

Columns that you are required to use have an asterisk beside the column name. You cannot remove these required columns from your grid format.

Personalize Grid icon

Access the application containing the grid you want to change.

  1. Click the Personalize Grid icon to open the Grid Format Manager side panel.

  2. Create a new Table View grid format or select an existing one that you want to modify.

  3. Scroll to the Display and Order section.

  4. To prevent a column from showing on the grid, select it in the Display and Order list, and then click the left arrow.

  5. To make a column appear on the grid, select it in the Available Columns list, and then click the right arrow.

  6. Use the up and down arrows to change the order in which the system displays the columns on the grid.

  7. When finished, click the OK button, and then click the Close button.

Right-Click in Column Header

Access the application containing the grid you want to change.

  1. Click the drop-down menu next to the Personalize Grid icon and either select Show All Columns to create a new grid format or select an existing grid format to modify.

  2. Right-click the header of the column that you want to hide.

  3. Select the Hide option from the context menu

  4. Click the Save icon to save the grid format. The system displays the Grid Format Manager side panel.

  5. Click Save in the Grid Format Manager side panel to modify the already selected grid format. Click Save As and enter a unique name in the Enter New Name field if you want to create a new grid format.

  6. To make a hidden column appear on the grid, right-click in any column header.

    Note:

    If you do not save the grid format, the column is hidden until you exit the application. The hidden column will be visible when you log into the JD Edwards EnterpriseOne application again
  7. On the context menu, select Unhide, then select the hidden columns that you want to appear on the grid, and then click OK.The system displays the Grid Format Manager side panel. Click Save in the Grid Format Manager side panel to modify the already selected grid format. Click Save As and enter a unique name in the Enter New Name field if you want to create a new grid format.

3.2.3 Freezing and Unfreezing Grid Columns

You can freeze grid columns on JD Edwards EnterpriseOne form grids that have a horizontal scroll bar. This is helpful when you want to enter data into a selected number of columns in an editable grid. Also, this helps you to view and compare the data in different columns.

You can view two areas of a grid by freezing columns in the left side of the grid.

Note:

The freeze functionality is applicable only in Table View grid formats.

Only the left side of the grid can be frozen. The columns that are to the right side of the frozen grid can be scrolled. You can scroll through all of the rows by using the vertical scroll bar.

The functions in Row Selector, Media Object Attachments Column, Row Exit context menu and QBE fields are supported in the frozen area. Other functions such as Resize Column, Reorder Column and so on are not supported in the frozen area but are supported in the non-frozen columns.

Notes:

  • The Freeze functionality is available only in the grids that have a horizontal scroll bar.

  • Hide and Freeze functions are not supported for Accessibility users.

You cannot Freeze the right-most part of the grid. If you right-click the right-most column's header and select the Freeze option, a pop-up message saying 'Cannot Freeze at the right part of the grid' is displayed.

Freeze and unfreeze functionality is supported for both editable and non-editable grids.

Non-Editable Grids

If you select Freeze option in non-editable browse grids when the horizontal scroll bar is not set to the left-most position, the columns that are visible to the left side of the selected column header, including the selected column, will be frozen.

As shown in the following example, if you select the Freeze option, the columns from Description 1 to Unit Price are frozen.

Figure 3-1 Freeze functionality in Non-Editable Grids

Description of Figure 3-1 follows
Description of ''Figure 3-1 Freeze functionality in Non-Editable Grids''

The columns before the Description 1 column are frozen and hidden; that is, you cannot see or scroll the columns before the Description 1 column as shown in the following example.

Figure 3-2 Freeze functionality in Non-Editable Grids

Description of Figure 3-2 follows
Description of ''Figure 3-2 Freeze functionality in Non-Editable Grids''

Editable Grids

In editable grids, you must set the horizontal scroll to the left-most position of the grid to use the Freeze functionality. If you right-click the column header and select the Freeze option when the horizontal scroll bar is not set to the left-most position, a pop-up message saying 'Please set the horizontal scroll bar to the left-most position of the edit grid to use Freeze functionality.' is displayed.

The frozen column in an editable grid acts as an Auto Return column. If you press the TAB key when the focus is in the last cell in the frozen column, the focus is set to the first editable cell of the next row (instead of setting the focus to the next editable cell in the unfrozen column.)

Freezing and UnFreezing Grid Columns

Access the application containing the grid you want to change.

  1. Right-click the column header of the grid you want to freeze.

  2. Select the Freeze option from the context menu.

    The columns that are visible to the left side of the selected column header, including the selected column will be frozen.

    A blue vertical line separates the frozen columns on the left side and the other columns in the unfrozen area.

  3. To unfreeze the columns, right-click in any column header and select the Unfreeze option from the context menu.

Note:

The column header context menu closes automatically if you click anywhere else in the form or grid.

3.2.4 Renaming Grid Column Headers (Release 9.2.2.4)

To rename grid column headers:

  1. Access the application containing the grid for which you want to rename the column headers.

  2. Click the Personalize Grid icon.

  3. In the Grid Format Manager side panel, create a new Table View grid format or select the grid format that you want to modify.

  4. Scroll to the Display and Order section.

  5. To rename a column header, select the column name in the Display and Order list, click the Edit Column Name icon, and then enter the new name.

    The system displays the renamed column header in blue color font. The system also displays the new column header in the Available Columns list, and in the Column Format and Data Sequencing sections.

    Notes:

    • You can edit only the names of the column headers that are in the Display and Order list; you cannot edit those in the Available Columns list.

    • Renamed grid column headers will not be reflected in One View reports.

  6. Repeat step 5 for any other grid column headers that you want to rename.

  7. To reset a column header name, select the column name in the Display and Order list and then click the Revert to Original icon.

    Note:

    The Revert to Original icon is enabled only if you select a renamed column header name.
  8. Click Save and then click Close.

Note:

Translation is not supported for the renamed column headers.

3.2.5 Rearranging Grid Columns

Access the application containing the grid you want to change.

  1. Click the Personalize Grid icon to open the Grid Format Manager side panel.

  2. Create a new Table View grid format or select an existing one that you want to modify.

  3. Scroll to the Display and Order section.

  4. In the Display and Order section, click a column name and use the up and down arrows to move it up or down in the list.

    The system displays the columns in the list in the order in which they appear from top to bottom. In other words, the column at the top of the list appears first on the grid, the column second from the top appears second on the grid, and so forth.

  5. Repeat step 4 for any other columns that you want to move.

  6. When finished, click the Save button, and then click Close.

3.2.6 Setting Grid Color and Font

Access the application containing the grid that you want to change.

  1. Click the Personalize Grid icon to open the Grid Format Manager side panel.

  2. Create a new Table View grid format or select an existing one that you want to modify.

  3. Scroll to the Format Column section

  4. Select the column name for which you want to change the color and font from the Select Column To Design drop-down list.

    The column name appears in the Selected Column field.

  5. To apply a background color to the column, click a color in the pallet under Column Color.

    The hexadecimal value for the color that you chose appears in the Column Color field.

  6. To apply a color to the text in the column, click a color in the pallet under Text Color.

    The hexadecimal value for the color that you chose appears in the Text Color field.

  7. To apply a font style such as bold or italics to the text in the column, click the styles that you want to apply in the Text Options list.

    The system updates the Selected Column field to show you how your choices will look. The system also places a plus sign next to the column name in the Display and Order section. This symbol indicates that user-defined formatting will be applied to the column.

  8. Repeat steps 4-8 to apply formatting to additional columns in the grid.

  9. When finished, click the Save button, and then click the Close button.

3.2.7 Changing Grid Column Width

Access the application containing the grid that you want to change.

  1. Click the Personalize Grid icon to open the Grid Format Manager side panel.

  2. Create a new Table View grid format or select an existing one to modify.

  3. Scroll to the Format Column section.

  4. Select the column name for which you want to change width from the Select Column To Design drop-down list.

    The column name appears in the Selected Column field.

  5. Enter a percentage value in the Column Width field.

    This value is the percentage of the space that you want the system to allot to the column based on the width defined for the data item on which the column is based. You can enter a value between 25 and 400.

  6. When finished, click the Save button, and then click the Close button.

3.2.8 Customizing the Grid Dynamically

JD Edwards EnterpriseOne enables you to dynamically customize a grid. "Dynamically" means that you are able to make changes directly to a grid on which you are working. You can change column widths and arrangement. You can save these changes and use them in any application where dynamic grid formatting is enabled.

To change column width:

  1. Navigate to an application grid that you want to modify.

  2. Click the right side of the column and, while holding down the left mouse button, drag it to the desired width.

To rearrange columns:

  1. Navigate to an application grid that you want to modify.

  2. Click the top of the column and, while holding down the left mouse button, drag it to the desired location and release the mouse button.

To save the changes you have made to the grid:

  1. Navigate to an application grid that you want to modify.

    When you customize a grid, the page refreshes and a Save icon displays in the upper-right corner of the grid, beside the grid format name.

  2. Click the Save icon on the grid. If prompted, type a name in the field that is located beside it.

    When you log into the application again, your saved grid format is available.

3.3 Working with the List View Grid Format (Release 9.2.0.5)

List View grid format is one of the grid formats that you can use to find and view records. List View grid format enables you to stack columns vertically so that the information displayed is compact and easy to find. Using the Grid Format Manager, you can select the grid columns you want to include in your List View grid format, and then group them in the way you want them displayed. With Release 9.2.2.4, you can also rename the grid columns.

Your ability to create a grid format depends on whether your system administrator has enabled the Personalize Grid icon. If you do not see the Personalize Grid icon in the bar located at the top of the grid, you do not have permissions to personalize the grid.

3.3.1 Creating a List View Grid Format

To create a List View grid format:

  1. Open the application for which you want to create a List View grid format.

  2. Click the Personalize Grid icon.

  3. In the Grid Format Manager, ensure (Create) is the value in the Name field. If another value is displayed, select (Create) from the Name drop-down list.

  4. Select List View from the Format Type drop-down list. This action displays the Layout section to configure the layout of the grid.

    Note:

    The List View grid format is applicable only to find/browse grids. List View grid format is also supported in Visual Assist forms.
  5. Select the Set As Default option to designate the new grid format as the default for the form. Only one grid format can be the default grid format for a form.

  6. In the Layout section, Add Field (a square button with a plus sign) is displayed. Click the Add Field to display an inventory list of all the fields that can be added to the List View grid. The field inventory list also includes attachments, provided that the grid in the form supports attachments.

    After a field is added to the grid layout, the added field will no longer appear in the inventory list. The inventory list for the field is sorted in alphabetical order.

    The following table explains the icons in the Layout section:

    Icon Name Description
    This image is described in surrounding text. Add Field Enables you to add a field to the List View grid format.
    This image is described in surrounding text. Add Value Only Enables you to display only the value of the selected field in the List View grid.
    This image is described in surrounding text. Add Both Label and Value Enables you to display the label of the selected field along with its value.
    This image is described in surrounding text. Configure Label/ Value Enables you to specify how the text is aligned horizontally on the grid.
    This image is described in surrounding text. Right Alignment Enables you to align text horizontally to the right of the cell.
    This image is described in surrounding text. Left Alignment Enables you to align text horizontally to the left of the cell.
    This image is described in surrounding text. Edit Column Name Enables you to rename a field that has been added to the grid layout. (Release 9.2.2.4)
    This image is described in surrounding text. Revert to Original Enables you to revert a field name to the original FDA name after you rename it. (Release 9.2.2.4)
    This image is described in surrounding text. Remove Field Enables you to delete a field that has been added to the grid layout.
    This image is described in surrounding text. Remove this column Enables you to delete a column from the grid layout.
    This image is described in surrounding text. Remove this row Enables you to delete a row from the grid layout.
    This image is described in surrounding text. Add a row to bottom Enables you to add a row to the grid layout.
    This image is described in surrounding text. Add a column to right Enables you to add a column to the grid layout.

  7. Select any field from the inventory list. You can choose to display only the value of the selected field, or both the label and value of the field.

    You can add other fields from the inventory list by again clicking the Add Field button (plus sign). The selected fields appear as cells in the Layout section. The grid displays only those fields that have been added to the Layout section and in the same order in which they appear in the Layout section.

    After you add all the available fields to the grid layout, the Add Field button (plus sign) will not appear in the cell. However, when you remove any of the fields from the layout, the Add Field button will reappear.

    Note:

    You cannot add the same field twice in a grid layout.
  8. Point to or click on the cell to display the Configure Label/Value, Remove Field, Edit Column Name, and Revert to Original icons.

    • Click the Configure Label/Value icon to specify how the text is aligned horizontally on the grid. The two types of text alignment available are Left Alignment and Right Alignment.

      When you select the Add Both Label and Value option from the field inventory list, the label of field is by default aligned to the right, and its value is aligned to the left of the cell.

    • (Release 9.2.2.4) Click the Edit Column Name icon and enter a new name to rename a field that has been added to the grid layout.

      The system displays the renamed field in blue color font.

      Note:

      Renamed grid column headers are not supported in One View Reporting (OVR).
    • (Release 9.2.2.4) Click the Revert to Original icon to reset a renamed field to the original FDA name.

      Note:

      The Revert to Original icon is enabled only if you select a renamed field.
    • Click the Remove Field icon to delete a field from the grid layout. The deleted fields are added to the field inventory list.

  9. Customize the grid layout by adding rows and columns as desired.

    • To add a row to the grid layout, click the Add a row to bottom icon (three triangles located at the bottom of the Layout section). A new row is added at the bottom of the grid.

      The first row added in the Layout section is referred to as a primary row. The fields included in the primary row are displayed in bold and bigger font to distinguish them from the other rows.

    • To add a column, click the Add a column to right icon (three triangles located at the right of the Layout section) to add a column to the grid. A new column is added to the right side of the grid.

  10. Click Data Sequencing to change the sort sequence of the grid. See, Changing the Sort Sequence of a Grid for more information.

  11. Click the Save button.

    You cannot change the Format Type after you save a List View grid format. The Format Type drop-down list is disabled and you cannot change its value until you create a new one. Similarly, when you open an existing grid format in the Grid Format Manager, the Format Type option cannot be changed and the drop-down list is disabled.

  12. In the Enter New Name dialog box, enter a unique name for the List View grid format. The new grid format is saved as a Personal grid format with the name you entered.

  13. Click the OK button.

    Note:

    If you enter a name that already exists, the following message is displayed: "The name is already in use, duplicate names are not allowed."
  14. Click the Close button to close the Grid Format Manager.

    Note:

    You will not receive the Session Timeout message while working in the Grid Format Manager side panel.

If you modified an existing personal grid format, you can click either the Save or Save As icon. Clicking Save updates the original personal grid format with the changes. Clicking Save As requires you to enter a new grid format name, so that you have the original grid format and a new personal grid format with the updates you made.

If you want to recall the default format, save the original grid format before you save a new format. Otherwise, you must remove the new format, exit the application, and then access the application again to view the default grid format.

3.3.2 Changing the Field Width

By default, EnterpriseOne displays the entire text for a field's label (if included) and a fixed width for the field's value. You can independently change the width of the label and value.

To resize the field width, access the application containing the grid that you want to change.

  1. Click the Personalize Grid icon to open the Grid Format Manager side panel.

  2. Create a new List View grid format or select an existing one that you want to modify.

  3. In the Layout section, point your cursor to the cell of the field for which you want to change the width. A blue line appears on the cell.

  4. Change the width of the field by moving the blue line. You can resize the width of the field label and the value separately.

    Note:

    The text for the field label and value is truncated if the width is too small after resizing.
  5. When finished, click the Save button, and then click the Close button.

3.3.3 Using the List View Grid Format

After you have created and saved the List View grid format using the Grid Format Manager, you can apply it to a form and use it.

For more information, see

Note:

A List View grid is read-only, and is not editable.

3.4 Changing the Sort Sequence of a Grid

Access the application containing the grid that you want to change.

  1. Click the Personalize Grid icon to open the Grid Format Manager side panel.

  2. Create a new grid format or select an existing one that you want to modify.

  3. Scroll to the Data Sequencing section.

  4. If you want to sort on a column, click the column name in the Available Columns list, and then click the right arrow.

    The system moves the column name from the Available Columns list to the Sequenced Columns list.

    A column must be included in the grid before you can sort on it, that is:

    • for a Table View grid format, its name must appear in the Display and Order section.

    • for a List View grid format, the field must be included in the Layout section. (Release 9.2.0.5)

  5. If you do not want to sort on a column, click the column name in the Sequenced Columns list, and then click the left arrow.

    The system moves the column name from the Sequenced Columns list to the Available Columns list.

  6. To rearrange the order of sort precedence, use the up and down arrows under the Sequenced Columns list to rearrange the column names.

    The system first sorts by the column at the top of the list, then by the column second from the top, and so forth.

  7. To sort column values in ascending order, click the column name in the Sequenced Columns list and select the Ascending check box.

    If you leave the Ascending box blank, the system sorts the column in descending order.

    An A appears next to the column names to be sorted in ascending order, and a D appears next to the column names to be sorted in descending order.

  8. When finished, click the Save button, and then click the Close button.

3.5 Creating a Grid Format for Pervasive Devices

Access the JD Edwards EnterpriseOne web client.

  1. Using the JD Edwards EnterpriseOne web client, launch the application for which you want to create a grid format for pervasive devices.

  2. Click Customize Grid and select the format that you want to use for pervasive devices.

    If you have not created the format, do so now. Follow the same steps for creating the format that you use for creating a web-based format. However, keep in mind the limited space and color options offered by most pervasive devices when you decide about columns to display, column widths, column and text colors, and so forth.

  3. Click Default for Mobile Device and click Close.

3.6 Modifying, Publishing, and Deleting a Grid Format

For more information on these common UDO tasks, see the following topics: