Editing a Grid Matrix Template

When you edit a grid matrix template, existing orders that use the template do not update automatically. For more information, see Editing Grid Orders. Additionally, you cannot inactivate a parent matrix item or delete a matrix item that is assigned to a grid matrix template.

Use the following procedure to edit a grid matrix template.

To edit a grid matrix template:

  1. Go to the Grid Templates page.

  2. On the Grid Templates page, click Edit beside the grid matrix template you want to update.

  3. Edit the grid matrix template as needed. You can update the Name, Description, Available In, and Percent fields.

    You can also check or clear the Set As Preferred Grid Template box. By default, this box is checked and follows the setting on the preferred grid template preference. For more information, see Setting the Preferred Grid Template Preference.

    To rearrange the grid, click and drag the column header and drop it on its new position.

  4. Click Save.

Related Topics

General Notices