Creating Ad Hoc Grids

  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 form, right-click, and then select New Ad Hoc Grid.

    • In the view pane, select an existing ad hoc grid and then click Save.

  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.


Ad hoc grids are saved in form folders and are displayed in the list of forms with this icon: ad hoc icon when listed with forms.