Note: At least one option must be selected in each category. For a rule to apply to all options in a category, all options must be selected. Add & New to save the rule and clear the form to add additional rules, click Add & Close to save the rule and return to the panel details, or click Close to return to the panel details without saving the rule. A standard grid is a stand-alone entity with unique fields, and can only be used once in any workflow. can be View Grids defined to share the data stored in the master grid. Each View Grid can contain all fields from the master grid, or a subset of those fields. All rules for displaying fields and data, including overrides, are inherited from the master. Any changes to data within a View Grid will update the master grid. Notes: Grids configured as parent or child cannot be used as a master or view grid. The View Grids panel will not be shown. Only one grid from a single master/view configuration can be used on any one screen. Grids from separate configurations can be used on the same screen. View Grids can be used in a workflow even if the master grid is not included. Click a link in the Name column to save the current page and open an existing View Grid. Click Create to save the current page and open the Panel Management page to create a new view grid. To deactivate view grids, check the boxes next to all appropriate grids and click Deactivate. View are configured much like the master grid, although with reduced options. Some settings are inherited from the master grid, and all fields and overrides are included by default. Any fields and overrides that should not apply to this view can be deleted by checking the boxes and clicking the Delete button. Any deleted fields can be added again, but only fields included in the master grid will be available. The Field Assignments panel is available for Grids and Premium Grids. In some cases, the system will need to display an identifier for a single record out of the context of the grid itself. This identifier may be displayed as static text, or a link to the record.
Note: At least one option must be selected in each category. For a rule to apply to all options in a category, all options must be selected. Add & New to save the rule and clear the form to add additional rules, click Add & Close to save the rule and return to the panel details, or click Close to return to the panel details without saving the rule. A standard grid is a stand-alone entity with unique fields, and can only be used once in any workflow. View Grids can be defined to share the data stored in the master grid. Each View Grid can contain all fields from the master grid, or a subset of those fields. All rules for displaying fields and data, including overrides, are inherited from the master. Any changes to data within a View Grid will update the master grid. Notes: Grids configured as parent or child cannot be used as a master or view grid. The View Grids panel will not be shown. Only one grid from a single master/view configuration can be used on any one screen. Grids from separate configurations can be used on the same screen. View Grids can be used in a workflow even if the master grid is not included. Click a link in the Name column to save the current page and open an existing View Grid. Click Create to save the current page and open the Panel Management page to create a new view grid. To deactivate view grids, check the boxes next to all appropriate grids and click Deactivate. View are configured much like the master grid, although with reduced options. Some settings are inherited from the master grid, and all fields and overrides are included by default. Any fields and overrides that should not apply to this view can be deleted by checking the boxes and clicking the Delete button. Any deleted fields can be added again, but only fields included in the master grid will be available. The Field Assignments panel is available for Grids and Premium Grids. In some cases, the system will need to display an identifier for a single record out of the context of the grid itself. This identifier may be displayed as static text, or a link to the record.