Using Grids
A gridA tabular display for viewing multiple records at a time. shows multiple records in a table view. Columns represent the fields for each record. Grids are defined within each business object, and are then viewed in a layoutA collection of forms, tabs, and grids that shows the parent and child records of an object. You can access a detailed view of a the parent record..
Administrators can customize the colors of a grid within Highlighter Styles. See Using Highlighter Styles.
1. | From the Grids tab, click Add New Grid. The grid editor appears and the List Properties box pops up. |
2. | Enter information into the fields. |
Field | Description |
---|---|
Grid Name | A unique name. |
Style | The style. Choose from the drop-down list. See Styles. |
Workspace Paging | The number of records to appear by default when the grid is used in a workspace (layout). |
Dashboard Paging | The number of records to appear by default when the grid is used in a dashboard part. |
Dialog Paging | The number of records to appear by default when the grid is used in a dialog box. |
Search Paging | The number of records to appear by default when the grid is used as search results. |
Description | A brief description. |
Sort Column | The column to be used as the default sort column. |
Sort Order |
The sort, either ascending or descending. |
Group By | The column to be used as the default group column. |
3. | Click Submit. The window closes and an empty grid is created. You can access these fields again when you click List Properties. |
Now you can add columns to the grid.
4. | From the Toolbox panel, expand the Fields or Relationship lists, then drag and drop each field you want onto the List pane. Each field appears as a column in your grid. When your cursor is in the right place to drop the field, a green check mark appears. You can drop the fields in any order and reorder them later by dragging them around. |
Green Checkmark Denotes Drop Area
As you add each field, a column header appears.
5. | Define the properties of each grid column as needed. Column properties appear in the far right pane. |
Property | Description |
---|---|
Title | Adds a customized column name. Double-click the field and enter the custom text. |
Width | The pixel width of this column (default: 100). |
Sortable | Enables sorting features for this grid column. The column name is added to the Sort Column drop-down list. |
Groupable | Enables grouping features for this column. The column name is added to the Group By drop-down list |
Wordwrap | Enables word wrap for column text. By default, all column text is displayed as one line, allowing longer entries to be obscured in the grid. |
Hidden | Hides this field in the initial grid view. Users can choose to see these columns. |
Allow Tips |
Allows tips.
|
Style |
Style.
|
Renderer | A rendering option. Select from the drop-down list. For example, you can render the column as an option to be checked, or as a Yes/No option. These options are different for each field type. See Field Renderer Options below. |
Hyperlink |
Shows the field value as a hyperlink:
|
Action |
The action to perform when the user clicks the hyperlink:
|
Name | If you chose Go to linkfield, enter the name of the linked field. |
The following render options are available for each field type.
Field type | Renderer option available |
---|---|
AsymmetricallyEncryptedString | No options |
Binary |
|
Currency |
|
Date/Time | No options |
Link |
|
Number |
|
Password | No options |
SymmetricallyEncryptedString | No options |
Text |
|
Yes/No |
Also known as Boolean.
|
6. | Click Save . |
1. | Click to open a grid to modify. The grid editor appears. |
2. | Change the information as needed. See Creating a Grid. |
3. | Click Save from the toolbar. |