Create/Edit a Business Object Grid

Use the Grid Editor (accessed from within a Blueprint in CSM Administrator) to create or edit a Business Object Grid. When you create/edit a Business Object Grid, you:

• Name the Grid.
• Add one or more Fields to the Grid (as columns).
• Define column order.
• Define row colors and images.
• Define title, width, and sorting.
• Define customization options.
• Define column grouping.

Good to know:

• The easiest way to create a new Grid with all appropriate Fields to a Grid at once is to use the Grid Wizard.
• After creating a Business Object Grid, access the Grid's name and row properties from the Grid Properties window (click the Grid Properties in the Grid Editor).

To create a Business Object Grid:

1. Open the Grid Editor.

   To open the Grid Editor:

   1. In the CSM Administrator main window, click the Blueprints category, and then click the Create a New Blueprint task.

      The Blueprint Editor opens, displaying the Object Manager in its Main Pane. The Object Manager lists the existing Business Objects.

      

   2. In the Current View drop-down, select the Business Object View whose Grids you want to access.
   3. In the Business Object tree, click the Business Object whose Grids you want to access. Tip: Filter the Business Objects by clicking the Major, Supporting, Lookup, and All radio buttons.
   4. In the Appearance area of the Object Manager, click the Edit Grid link.

      Tip: You can also click View>View Grid on the Blueprint Editor menu bar or click the Grid toolbar button on the Blueprint Editor toolbar.

   The Grid Editor opens displaying the Business Object's default Grid. If more than one Grid exists for the Business Object, the Grids are listed in the Grid drop-down (upper-left). A dynamic Grid menu bar item appears on the Blueprint Editor menu bar so that you can access Grid-specific commands.

   

2. From the Blueprint Editor menu bar, click Grid>New Grid.

   The New Grid window opens.

   

3. Provide a name for the Grid, and then click OK.

   An empty Grid opens in the Grid preview pane. Grid properties are displayed below the preview.

4. You can then:
   • Add a Field to a Grid.
   • Define column order.
   • Define row colors and images.
   • Define title, width, and sorting.
   • Define customization options.
   • Define grouping properties for the Grid.
5. Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.

To edit a Business Object Grid:

1. Open the Grid Editor.

   To open the Grid Editor:

   1. In the CSM Administrator main window, click the Blueprints category, and then click the Create a New Blueprint task.

      The Blueprint Editor opens, displaying the Object Manager in its Main Pane. The Object Manager lists the existing Business Objects.

      

   2. In the Current View drop-down, select the Business Object View whose Grids you want to access.
   3. In the Business Object tree, click the Business Object whose Grids you want to access. Tip: Filter the Business Objects by clicking the Major, Supporting, Lookup, and All radio buttons.
   4. In the Appearance area of the Object Manager, click the Edit Grid link.

      Tip: You can also click View>View Grid on the Blueprint Editor menu bar or click the Grid toolbar button on the Blueprint Editor toolbar.

   The Grid Editor opens displaying the Business Object's default Grid. If more than one Grid exists for the Business Object, the Grids are listed in the Grid drop-down (upper-left). A dynamic Grid menu bar item appears on the Blueprint Editor menu bar so that you can access Grid-specific commands.

   

2. In the Grid drop-down (upper-left), select the Grid to edit.

   

   The Grid is displayed in the Grid Editor preview pane. The Grid properties are displayed below the preview.

3. Make changes.
4. Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.