Table of Contents

Grid Column Settings

Lesley Updated by Lesley

This article reviews how to use the column settings for grid views. You can read more about Grid views here.

Column Settings

To access the column settings for an individual column, hover over a column in the page preview and click the pen icon on the column to edit.

This will open the column settings in the toolbox to the left of the grid preview. There you can edit the column's properties, layout, and display rules.

Properties

In the properties section, basic details about the column and its functionality can be edited. 

Here you can manage the following settings depending on how your grid is set up and which field types are used:

  • Page to link to: displays a link to the page that the column links to for view and edit action links. This cannot be edited.
  • Field: display the field used for that column. This cannot be edited.
  • Header: the text used for the column header.
  • Grouping: sets a specific field to be used to group the grid.
    • Group Order: defines the sort order used for the grouped field.
  • Link Type: choose if custom text or a field value will be used for the link text. 
    • Link Text: add custom text to use as the link
    • Link Field: pick a field to display as the link
  • Icon: add an icon to record links that view, edit and delete records.
  • Connection Link: when a connected field is used you can enable this field to link to another related page in your app. 
    • Connection Separator: for connection fields with many connected records you can define how these values will be separated, with either a comma or a new line. 
  • Truncate Text: when using paragraph fields you have the option to truncate the text
  • Character Limit: when “Truncate Text” is enabled you can specify how many characters to allow in the field. 
  • Allow inline editing: disable inline editing for a specific field
  • Allow summary: disable column summaries for a specific field
Page to Link to 

For columns that contain actions links to view or edit the record, this will specify which page in the app the column links to. This field is not editable, however clicking this link will link to that page within the Builder.

Field

The “field” option in the properties will display the name of the field shown in that column. When editing columns, the field name is not editable and can only be changed by changing the name of the field in the Data section of the Builder.

Connected fields will display with the connected table's name followed by an angle bracket and then the name of the field as in the example below. 

The name of the column header. This will default to the name of the field in the table but can be changed in the editor:

This text will display as the column header in the live app.

Grouping

You can group records by a common value in a specific Grid column. You can indicate which column(s) to group with by checking the 'Grouping' option when editing your column:

Once grouping has been enabled a “Group Order” option and “Group Position” option will be available. The “Group Order” allows you to define how you will sort your grouped records. The “Group Position” allows you to define in which order records will be grouped if more than one group is used.

Any columns with grouping enabled will be automatically moved to the front of the grid. Here is an example of Products being grouped by an In Stock field:

If your grid is displaying any row summaries, like totals or averages, those will also be displayed for the first level of each group.

For columns that contain record links to view, edit, and delete the record, it's possible to show either text as the link or a specific field value. 

Choosing “Link Text” will allow you to use custom text for that link. Whereas using “Link Field” will allow you to select a specific field in that table which can be used for the link. 

Icon 

For columns that contain record links to view, edit and delete the record it's possible to add an icon along with the text. Here you can select the icon to show along with the link.

When adding fields from connected records, you can display these field values as a link. The value links allow you to link to another page in your app which can display these connected records. This option is only available under connected field columns.

Connection Separator 

When adding fields from connected tables which have multiple connected records, you can choose how multiple values will display in your grid. They can either be separated by commas or listed on a new line. This option is only available under connected field columns.

Truncate Text

When using paragraph fields in a grid column you can choose to truncate the text. This will limit the number of characters which are shown in the paragraph field for each record.

Allow Inline Editing

Inline editing allows the user to edit each field directly in the grid, without using a form view. To enable inline editing, click on the Inline Editing checkbox under Options.

When enabled, the user can click on a grid cell, and a form pops over it to edit that cell: 

Once inline editing has been enabled, it will affect all columns. You will need to manually disable it for each column. To disable inline editing, you can edit each grid column to disable it for that column. When editing a column, select the "No" radio button to Allow Inline Editing in order to disable inline editing for that column:

Once a field has one or more conditional rules, you will not be able to edit records inline. The conditional rules would just overwrite any manually-set values.
Allow Summary

When column summaries are enabled on a grid view, this will show a summary row below the grid for all number fields. This option will allow you to disable this row summary for specific number fields.

Design

From the Design section, you can adjust a column’s width and change the alignment of records:

Column Width

Choose either a default width for your column or you can use a custom width of your choosing. The default width is based on the field name's length. 

You have two options for setting the custom width of a field:

  • Pixels: define the width of the field in terms of pixels
  • Percent: define the width of the field in terms of percent of the page. For example, entering 20 would make the column 20% of the width of the page. 

Note: You cannot make a column's width smaller than the width of the column's header or the longest continuous string of characters in a field value (ex. A long link or file name).

Align

This will align the data in that column based on your choice. You can choose to have data aligned to the left, center or right.

Display Rules

Using display rules, you can add rules to update the column's display:

A display rule is added by defining the conditions (if) that trigger the actions (then):

If: the condition(s) that will trigger the actions when the condition is true. More than one condition can be added to trigger the action, in which case every condition must be true.

Then: the action to trigger when the condition is met. There are five actions that can be triggered by display rules:

  • Set Text Color
  • Set Text Style
  • Set Background Color
  • Display Icon
  • Hide Value

You can read more on using display rules here.

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