I've created a 'Planning Ad-Hoc Grid' and saved it in the same folder as some Forms. I would like the grid to be avaliable to all the users.
When I login to smartview as a test user - with the role 'Ad Hoc User' assigned - I can look at the forms (and right click and select 'Ad-Hoc Analysis') but my grid is not visible.
I can't find any option within workspace to add security to grids, or any documentation about this.
Can anyone help?
I am not sure which version you are referring to but have you tried defining the permissions at folder level?
"The form folders to which the ad hoc grids are saved can be assigned permissions that enable others to use them."
The Planning user guide has more information around ad-hoc.