Grid Display Personalization Page
(formerly known as the Grid Display Maintenance Page)
Your agency's System Coordinator can use this page to globally change the appearance of information in specific grids, make fields mandatory or move fields to a quick entry section on specified pages. Sagitta automatically saves personal grid settings, which are changes made to the grid display and in place when the page is closed. When a change is made via Grid Display Maintenance the grid automatically returns to the original (non-personalized) view for all users.
|
Not all grids include the auto-save. Grids included in a detailed page (e.g. Client Details) currently do not save. |
Using this page, you can change the appearance of information within a specific Grid, such as the heading, field length, and the placement of items within the grid. You can also use this page to "hide" fields so that they do not appear in the grid and specify a field that is the default field in a Search Client Records.
Any changes made affect only the appearance of the grid, and not the information entered in the grid.
You can also use this page to move fields to the Quick Entry Fields section for Units at Risk pages and the Contacts page. For more information on Quick Entry fields, see Moving Fields to the Quick Entry Section of a Page.
Different fields display on this page based on the function you are performing.
How to access this page
To access the Page/Grid Maintenance page from the Sagitta Home Page:
-
Click Other > Personalization > System > Grid Display Maintenance. The Grid Display Maintenance page appears.
|
Field |
Description |
|
Display ID |
Use this field to find and load the grid or Tree View that you want to change. |
|
Search icon
|
Click the Search icon to find the grid you want to change. Clicking the Search icon displays the BVD Lookup dialog box. You can type a portion of the program name (BVD id) for the grid or the grid name itself in the Search String field and then click Search. Example: PI_112 is part of a program name\BVD id. Archived is part of a description (e.g., Archived Policies). A list of one or more items is displayed on the BVD Lookup dialog. |
|
Display Lines
|
The number to the right of the "Display Lines" heading shows the number of lines included and displayed in the grid. |
|
Default Search Column
|
Use this option to make the selected field the default search column in a Search Client Records. Select the field in the grid and then click the words Default Search Column to make the selected field the default search column. |
|
Up and Down Arrows
|
Use these arrows to change the position of an item in the grid. To use the arrows, select the row that holds the field you want to change, and then "open" the field that you want to change. To open the field, click the Grid field to change the item's position in the grid. Once the field is open, click the up or down arrow to change the position in which the item is to be displayed in the grid. |
Grid Fields
The changes that you make to the grid fields determine how the grid appears on the page or within the program you have selected.
|
Not all grids allow you to make changes. |
You can change the following fields on selected grids:
|
Field |
Description |
||
|
Heading |
The heading field determines the actual wording for the item in the Heading column of the grid. For example, to save space, you might decide to change a column heading from "Policy Number" to "Policy #." If you do not want the item to appear in the grid at all, type HIDDEN in this field.
|
||
|
Grid |
The number you select here determines the position of the item in the grid. Use the Up and Down arrows or number to set the position of the field within the grid.
|
||
|
Length (Field Length) |
The number you enter here determines how many characters can be entered in the Heading field. |
||
|
Data Type |
Data Type, identifying the type of data value assigned to each specific dictionary item. The options available are: “S” = String (alpha and numeric data), “N” = Number specific field and “D” = Date specific field. If any value other than “S”, “N” or “D” is entered in that field, an error message displays indicating an invalid entry, This column can be edited by users who have access to this page based on Role Based Security settings. This field is critical when sorting data and allows Sagitta to sort on the user's workstation rather than relying on the server to sort the data and send it back over the network. The workstation (client) sort is faster than server-side sorting. Example Use this field where users are sorting on a date column within a specific Selection Grid and it may be just sorting on the month and not the complete date----it is possible that the data value for that dictionary item may be set-up with “S”tring or “N”umber rather than “D”ate. Change the setting to “D”ate and the sorting issue will be corrected. |
Title Bar Menu
|
Click |
To |
|
Save or ALT+S |
Save your changes. |
|
Quit or ALT+Q |
Quit without saving changes. |
Hiding Client Level Units
Access CLI.CONTROL.CLI.UNITS on the Grid Display Maintenance page to change any Unit’s heading to “Hidden” so that the heading is not displayed on the tab.
You can use this option to hide units that should not be viewable at the client level. When you select CLI.CONTROL.CLI.UNITS, all of the units are displayed, and the page is in Edit mode. Click the Heading Name that you want to change, enter the name you want to change it to, click out of the field, and save it.