Table of Contents

Grid Settings

Lesley Updated by Lesley

This information expands on settings available in a Grid view. The grid settings section is available when editing a grid view and provides additional options for your grid.

Options

The Options section contains four features that allow you to further customize your Grid view:

  • Keyword Search: This will add a search field above the grid for the user to enter keywords that will filter which records to display. On the search results display, a “reset” link will appear. Clicking this will reset all search criteria to easily search again with new criteria.
  • Exporting: This adds a link above the grid that allows the user to export all the data from the grid into either a CSV, JSON or TXT format.
  • Inline Editing: This allows the user to edit each field directly from the grid, without utilizing a form view.
  • Hide Empty Columns: Enabling this feature will hide all columns that are empty from the grid view.

Displaying a keyword search will present a search field above the grid for the user to enter keywords to filter which records will display. These keywords will search the entire record.

On the search results display, a “reset” link will appear. Clicking this will reset all search criteria to easily search again with new criteria.

The keyword search will be combined with any rules added to the Source section.

Exporting

Exporting allows the user to export all the data from the grid into another format. An "export" button will appear in the top left, with options for downloading in a CSV, Text, or JSON format:

The exported data will always reflect the exact data the grid is displaying, including any sorting and filters.

Inline Editing

Inline editing allows the user to edit each field directly in the grid, without using a form view. When enabled, the user simply has to click on a grid cell, and a form pops over it to edit that cell:

Inline editing can also be disabled for specific fields. When editing a column, select "No" in the Allow Inline Editing dropdown to disable inline editing for that column:

Once inline editing has been enabled, it will affect all columns. However, it can be disabled for individual fields in the column settings. This allows you to choose which columns you want to allow users to edit. 

 

Hide Empty Columns

Enabling the "Hide empty columns" option will hide any columns on the grid that are completely blank.

Empty Grid Text

When a grid contains no data to display, the grid will by default show "No Data" text.

Here you can change the text which is shown when the grid has no records to show.

Column Summaries

Column summaries are used to run calculations on all the rows in the column. Results will display as a summary at the bottom of your grid:

You can also add Formula options, such as Sum, Average, Minimum, and Maximum, to your grid. 

Any label you add will be placed in a left column if available. You can use the green "add" buttons to add multiple summaries.

When column summaries are enabled, you can edit each grid column to disable it for a specific column, if needed. To do so, hover over the column and click the pencil edit icon. Select "No" in the Allow Summary dropdown to hide the summary for that column.

Pagination

Pagination determines how many records will show at one time. If the total number of records exceeds the number set here, then buttons will be added to the grid to allow users to navigate to additional grid pages, displaying more records. Options here include:

  • Set how many records to display at a time: grids can be set to show 10, 25, 50, or 100 records at a time. 
  • Let the user change the amount: once the page has loaded the user will be able to select how many records they will view per page. They can choose between 10, 25, 50, 100, 500 or 1000. 
  • Repeat pagination controls below the view: this will show the buttons to navigate to different grid pages at the bottom of the grid as well. 

Here's an example of a grid displaying pagination links at the top of the grid view:

Filters

The Filters section contains three options for defining how filters work with your grid. 

  • Don't allow records to be filtered: this option will not display any filter options for the view in the Live App 
  • Allow users to add custom filters: this will add an “add filters” button to the grid allowing users to filter records based on more specific criteria.
  • Use a filter menu: this option will allow a custom filter menu to be added to the grid.

User Added Custom Filters

The “allow users to add custom filters” option will add an “add filters” button to the grid allowing users to use advanced filtering options. 

  • Which fields can be filtered: here you can limit which fields can be used in the filters.
    • The fields being used by this view: this will only allow fields used in this grid view to be used in the filters added by the user.
    • All the table’s fields: this will allow all fields in the table to be able to be used in the grid's fields
  • Filter defaults: allow you to add specific filters that will be present when the grid initially loads on the page.

Filter Menus

Filter menus will add a predefined filter menu above the grid view. For each filter appearing in the filter menu, you can choose what filters will be applied as well as the button text. These filter menus will be unable to be changed by the user in the Live App. 

 

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