Additional Grid Toolbar Options
Upon selecting the Line Items tab of a Business Process record, the Form View is displayed by default. In Form View, the view options are displayed in the toolbar alongside options like Refresh, Print, Search, and Find on Page.
The Line Item list, along with line item Details, Attachments, and Linked Records, is displayed in the right-hand pane.
You can switch to Grid View by selecting the Grid View option in the toolbar. In Grid view, the view options are displayed in the toolbar alongside Refresh, Print, Find on Page, and Expand/Collapse. When a row or cell in the grid is edited, additional toolbar options are available, including: Add, Cancel, Error Check, Save, Print, and Find on Page.
Note: In the Grid view of Line Item tabs, the additional options are applicable to Pending records. Only the Refresh, Print, Find on Page, and Expand/Collapse options are applicable to Approved records and Terminated records.
See Also
Other Elements of Line Items and the Grid
Effect of uDesigner on Gear Menus
Gear Menus for Summary Line Item
Adding and Managing Line Items in Grid View
System-defined Fields for the Summary Line Item
Last Published Monday, August 28, 2023