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.

   • 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 .

   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: .