Create a section to collect related data (a dynamic grid)

Why create a dynamic grid?

Show me how to create a section to collect related data (dynamic grid)

A dynamic grid section is a type of repeating section on a form, which contains a pointer to a different repeating form or section, and a set of items from that source repeating form or section. You can create a form with a set of dynamic grid sections, and when the study is deployed to Oracle InForm, each dynamic grid section becomes an itemset, which allows a site user to select items from across forms and visits that he deems to be related. The data that appears in each dynamic grid is the most up-to-date data. For more information, see How can I use a dynamic grid desction on a form?.

Note:

If you mark an existing section as a dynamic grid section, the items that exist in the section are removed, and you must click the Edit Dynamic Grid icon (Dynamic Grid icon) and follow the steps to add new items to the section. However, you are warned before the items are removed, and you can choose not to mark the section as a dynamic grid section.
  1. At the bottom of the Project Explorer, click the Visit Schedule (Visit Schedule icon) button.
  2. Expand the visit with the form you want to add the section to, right-click the form, and select New Section.
  3. Enter a title, RefName, and description, and click OK.

    Tip:

    We recommend adding the sections in the order you want them to appear on the form. However, if you need to reorder the sections, see Reorder the sections on a form

  4. Make sure the Design tab is selected.
  5. In the upper-right above the grid, select Dynamic Grid, and click the Edit Dynamic Grid icon (Dynamic Grid icon).
  6. In the Edit Dynamic Grid Section dialog box, enter the following information:
    • In the Source Repeating Object section at the top of the dialog box, select the visit, repeating form, and (optionally) repeating section that contains the items you want to make available to the InForm site user to include in the collection of related data.
    • In the Item Selection for the Dynamic Grid section at the bottom of the dialog box, in the Available items from source field, select the items to include in the dynamic grid section, and use the buttons to move those items to the Selected items field.
  7. Optionally, use the Move Up and Move Down buttons to configure the order of the items in the dynamic grid section.
  8. Click OK.
  9. In the Project Explorer, select the form with the dynamic grid section, and select the Layout tab.
  10. To ensure that data is most accurately transferred from the source object to the dynamic grid in Oracle InForm, make sure that the layout settings for the dynamic grid and its items match the layout settings used on the items' source form.

    Tip:

    Pay careful attention to settings for date controls including the year range, date components, and so forth.