How to add the status column to the household management DataGrid?
RecTrac 3.1.10.18.00
Table of Contents
Problem
When looking up households in Global Sales or Household Management I want to see the status of the household. Additionally, I want to then hide inactive households from the DataGrid.
Solution
This is done with screen design in Processing Screen Management. This will default to active, effectively hiding any inactive households.
Steps For Solution
- Go to Processing Screen Management
- Locate and Highlight the Global Sales Lookup from the DataGrid
- Click Change
- Click Add if you do not already have one listed
- Expand GlobalSalesLookup_Tab1 (Tab)
- Expand GlobalSalesLookup_Group3 (Group)
- Expand Household DataGrid (GlobalSalesLookup_HHDataGrid) (DataGrid)
- Highlight Status (SAHousehold_RecordStatus) (ComboBox)
- Click Advanced Field Parameters
- Update CoumnStatus to visible
- Update FilterValue to Active
- Click Save
- Drag and Drop the Status (SAHousehold_RecordStatus) (ComboBox) field to desired location within Household DataGrid (GlobalSalesLookup_HHDataGrid) (DataGrid)
- Click Done
This should make the Status Column visible by default on the Household Lookup screen with a prepopulated filter value of Active.