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.

Note:

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.