How to Add a Templates Button to DataGrids in RecTrac 3.1
Problem
I attended a RecTrac User Group meeting recently and noticed that next to Options on the Datagrids that there was a Template button. The VSI Team said its available for everyone. How do I add it to my DataGrids?
Solution
Adding a Templates button to DataGrids is a product of customizing your screens in Management Screen Management.
The Templates Button provides a drop-down list of all available DataGrid Templates and acts as a time-saver, as it allows you to easily pick the template you wish to use without having to go into the Options menu. Just click on the Template you wish to use!
To Add a Templates Button:
1. In Management Screen Management, Add the screen that contains the DataGrid for which you wish to add a Templates button (i.e. Activity Management, Pass Management, etc...).
2. Expand the Group which contains the DataGrid. Typically, this will be Group 1.
3. Highlight/Select the (DataGrid) Group and click the Advanced Parameters button in the Field Parameters panel.
4. Scroll down and enable the TemplatesOnToolbar option and click Save.
5. Click Preview to see a mock up of the screen and check for accuracy.
6. Save the record and Clear All Cache.
7. Changes to are incorporated immediately upon the next entry to the DataGrid for any User linked to a Screen Design profile linked to the Design for which you added the button.
8. Refer to Topic Doc - Basic Screen Customization for step-by-step instruction, if needed.
Note: See Also RecTrac DataGrids for a complete overview of DataGrid functions.