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Difference between revisions of "Subforms"

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#Use the [[Arrow Button]]s to move fields from the Available Fields list to the Selected Fields list, and to specify their order.<br>The selected fields will be displayed in the Grid Section when the form is displayed.
#Use the [[Arrow Button]]s to move fields from the Available Fields list to the Selected Fields list, and to specify their order.<br>The selected fields will be displayed in the Grid Section when the form is displayed.
#Click '''[Next]'''
#Click '''[Next]'''
#Optionally, create summary columns in the grid and Enable additional computation on the selected field
#Optionally, specify summaries (Vertical Totals) for selected columns in the grid and Enable additional computation on a selected field.
#::[[File:GridTotal.png|border]]
#::[[File:GridTotal.png|border]]
#:;Considerations:
#:;Considerations:
#::* '''Vertical Totals''' can be specified for numeric and currency fields.
#::* All numeric and currency fields are listed (and only those fields).
#::* The '''Enable Additional Computation''' option can be applied to exactly one field.
#::*'''Vertical Totals''' can be specified for one or more of those fields
#::* The '''Enable Additional Computation''' option can be applied to exactly one of them.
#::* That option only appears when a Vertical Total column has been selected for a currency field.
#::* Only currency fields can be selected for additional computation.
#Click '''[Save]'''
#Click '''[Save]'''

Revision as of 01:15, 2 August 2011

Designer > Data > Objects > {object} > Forms > {form} > {grid section}

Grid sections create a relationship between two objects.

For example, Grid Sections might present this kind of information in a record:

  • Expense line items in an Expense Report object
  • Line items in a proposal or invoice
  • List of available inventory items

To Add or Edit a Grid Section:

  1. Click Designer > Data > Objects > {object} > Forms > {form}
  2. Choose one of the following options:
    • To add a new grid section, click the New Grid Section link (located in the Elements Sidebar)
    • To edit an existing Grid section, click the Edit link in the section heading
  3. Complete the following information:
    Name
    Section Name
    Section Type
    Pre-populated (do not change)
  4. Define the grid section by selecting an Object Name and Linking Field
    Object Name
    Select an Object
    Linking Field
    Select a Lookup field from the available options
    Number of Rows
    Select the Number of Rows to display in the Grid section
  • This value is only used when there is no data to display. It defaults to 5 rows.
  • If data exists, then all available data is shown, plus an additional 3 empty rows.
  1. Header Image
    Optionally, select an image to display at the top of the section
    Footer Image
    Optionally, select an image to display at the bottom of the section
    Left Side Image
    Optionally, select an image to display to the left of the section
    Right Side Image
    Optionally, select an image to display to the right of the section
  2. Use the Arrow Buttons to move fields from the Available Fields list to the Selected Fields list, and to specify their order.
    The selected fields will be displayed in the Grid Section when the form is displayed.
  3. Click [Next]
  4. Optionally, specify summaries (Vertical Totals) for selected columns in the grid and Enable additional computation on a selected field.
    File:GridTotal.png
    Considerations
    • All numeric and currency fields are listed (and only those fields).
    • Vertical Totals can be specified for one or more of those fields
    • The Enable Additional Computation option can be applied to exactly one of them.
    • That option only appears when a Vertical Total column has been selected for a currency field.
    • Only currency fields can be selected for additional computation.
  5. Click [Save]