Not sure about this, maybe it is me.
I'm trying to create a duplicate grid named 2013 based on 2012. The dialogue is ticked to open the new grid. It opens with the 2012 information. I now want to change my source to 2013, but cannot. 2013 is not listed in the dropdown (either in the sourcebar or manage grids). If I manually enter 2013 as the source, IQ reports an error reading the grid. Re-starting IQ does not resolve this. HOWEVER...
If I follow the above steps but clear the option to open the grid, 2013 appears on the dropdown and I can successfully change the source. Why is this?
Jon
Comments
- When you create a copy of an existing grid, no new source will be created, since it's a copy. You can of course change the source afterwards.
- When you create a new grid "from scratch" and give a name (it's the default option in the "New grid" dialog), a new source based on the grid's name will be automatically created... unless you chose the option "Set Custom Grid source". This has been the normal behaviour, since IQ's first steps.
Now, I was not able to reproduce the "bug" you described : I created a copy of a existing grid while keeping the option to not open the grid unchecked. 1-The Grid was effectively created, 2- not opened, 3- and no source field was created -- exactly as it should (since it's a copy).
If you want your "2013" grid to have a source/field named "2013", you should just create a new field (Boolean-Y/N, I suppose) and select it as the grid source once your grid is opened (or in the Manage Grids dialog).
This was (probably) made like that to make things simpler (so that the user doesn't have to pick a source/field by him/herself after creating a grid).
At the same time, this "shortcut" can be confusing when the user gets more experienced and starts to play with options... as a grid is absolutely not dependent on a specific field to exist.
The source is just the "primary filter", using fields and other SQL syntax element ; and the other filter is just a "secondary filter". Both filters function together and are bound with an invisible (implied) "AND" operator... the source being somewhat immutable and always being the first term in the equation.