A Grid view presents a tabular view of data, where each column represents a field and each row represents a record. It is similar to a spreadsheet. The grid view enables you to edit your records very easily. The options to Add, Modify and Delete records will be displayed only if the Edit permissions are provided for this view, by the application owner.
- Grid view is not supported if there is any client side Deluge Script configured in the form (i.e) On Edit -> On Load script (or) On User Input script for any field.
Creating a Grid View
- Select Create New -> Report option. The dialog to create the new view will be displayed.
- Select the Report Type as Grid.
- Specify the Report name. The Report name is the name displayed in the View header and the view link name is the name displayed in the URL while accessing the view.
- Select the Form based on which this new view is to be created.
- Place this report under: If you have created sections under which the existing forms/reports are to be displayed in Live Mode, all the existing sections will be displayed here. Select the section under which the new view will be displayed. If no sections are created, the view will be placed under "Home".
- Click Create or Create and Customize to create the Grid view. The new report named Grid view is created as shown in the screen-shot below. You can make the required configurations to this view using the option displayed on the left-side tree. Each option is explained in separate topics as listed below:
To view the records in a grid view, click on the "Access this application" button and select the grid view to be displayed. For example, select the Grid View we have created above. The view displays the records in spreadsheet format.
- Display Properties : You can configure the View Type and the number of records to displayed per page from the Display Properties link. Learn more..
- Column Properties: You can control the display of columns and also change the display name of the columns here.
- Set Column Widths: You can specify the width of columns by providing the appropriate width in pixels/percentage. Learn more..
- Set Criteria: You can set criteria to create views with specialized reporting needs. Learn more..
- Set Filters: Filters are a set of named criteria that allows you to select only specific entries in a view. Learn more..
- Set Grouping: You can group your data based on specific fields in a view. Grouping creates sub-lists within a grid view. Learn more..
- Set Sorting: By default, a grid view displays the records in the order in which they are added. (i.e.) latest records are listed on top. You can sort records by a specific column/column(s) in ascending or descending order to display meaningful reports. Learn more..
- Set Access Permissions: Users will be able to add, edit or delete records in a view only if access permission is provided by the app owner. Learn more..
- Custom Actions: Custom Actions are actions performed on selected records in a view by executing function calls. Learn more..
- Record summary : The Record Summary feature enables you to create a customized summary for each record, by just dragging and dropping the fields required. Learn more..
A grid view that displays the list of Sales made grouped by product and the total units sold for each product
Navigating a long Grid view
You can easily navigate a grid view that has thousands of records using the navigation links that are placed below the view header. You can also specify the number of records to be displayed per page. Selecting the <range> of many link will display the total number of records in the view. To move forward through records in the grid view, click the arrow that points to the right. To move back, click the arrow that points to the left.
Managing a Grid view
Once created it is easy to manage a grid view while it is displayed on your screen. You don't even need to open it in the View tab.
- You can sort/group by any column in the view
- View filtered records
- Search the view
- Show/hide columns in the view
- Change the display format of the view
- Create personalized views by saving the changes made to the view as a new views.
- Export data in different formats
- Print data.
In addition to the above actions, the app owner can perform the following actions:
- Import data to the view
- Get the view permalink
- Embed the view in his website/blog.
All this can be done right from the grid view that is displayed on the screen. Shared users can create personalized views by saving the changes made to their view as a new views. Read How