How to create or edit a custom grid view in JDE

Question

How do I create a custom grid in JDE?

How do I re-arrange or format my columns in a grid view?

• Westmoreland Mining LLC
  • JDE

Creating a custom grid view

Custom Grid views allows for adding, removing, or rearranging columns as well as column formatting or data sequencing.

1. Log into JD Edwards
2. Open any application you would like to create a custom grid for

3. Click on the Personalize Grid button in the top-right of your grid view

4. The Grid Format Manager panel will open and here you can:
   1. Add or remove columns from the grid
   2. Change the column display order
   3. Apply formatting to the column ( column colour , text colour, bold/italisize/underline/strikeout)
   4. Specify the order to display the results

5. Once you are done tweaking the grid to your liking, click Save in the upper left
   1. Check Set as Default before saving if you would like this custom to be your default in that application going forward

6. Name your custom grid view and click OK

7. Click the X in the upper right to close the Grid Format Manager
   1. Your screen will refresh and display the newly created custom view
   2. Swap between custom grids by changing the drop down selection next to the Personalize Grid button

Editing a custom grid view

1. Open the application whose custom view you want to edit
2. Click on Personalize Grid to open the Grid Format Manager
3. Select the name of the custom grid to edit
4. Click Save in the upper left
   1. Delete the currently selected view by clicking Delete (trash can next to the save buttons), then clicking OK.
5. Click the X in the upper right to close and refresh