About Grids and Forms

Here is how grids and forms work together:

Grids. A “grid” is a two-dimensional display consisting of rows and columns. Each row in a grid represents a specific record, and each column in the grid stores a piece of information (field) in that record. A grid is simply a way of organizing similar data together.

Here is an example of a grid for Syntax and Validation setup in Cataloging (which lets cataloging staff define valid cataloging types, tags, subfields, and elements in MARC records):

Forms. Forms expand a single row (record) from the grid into greater detail. A form might display read-only information or let you enter new information that defines the record with which you are working. A form can contain regular data fields or may also contain grids of information.

Here is an example of a form for the MARC21 bib record cataloging type standard grid:

As you use grids and forms, some tasks work essentially the same, no matter what process you are working with.

You can use these buttons as you complete grids and forms. (To save any of your changes, you must click in any row in which you are not working and click Save. Clicking in another row enables the Save button):

Button

Description

Use

Arrowhead

Indicates the active or selected row.

Arrowhead and ellipsis

Indicates that a form exists for this previously completed row. You can edit the indicated record in this form by double-clicking this button.

Asterisk

Lets you add a row to the grid. You can add a new record by completing the fields.

Note: If the grid allows you to add rows, Horizon displays the asterisk button or asterisk and ellipsis button as the last button on the window. You may need to use the scroll bar to find it.

Asterisk and ellipsis

Lets you add a row to the grid by opening a form. You can add a new record by completing the fields.

Pencil and ellipsis

Indicates that you are currently editing this row.

Grid options menu

Lets you sort, filter, search, export, and change the display of grid information. It also lets you copy, delete, or batch edit a row’s information.

Note: This button is located on the left side of a grid’s column headings.

Globe drop-down

If you use a language other than US-English, this button indicates that you may be able to view, add, or edit a translation for the current information.

 


© 1998-2017 Sirsi Corporation