Subforms

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

Grid sections display related records (records that have a Lookup to the current record).

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. Fill in the information on the first page:

   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

   The Object records to display in the grid section

   Linking Field

   Select the field that does a Lookup to the current object. (A list is presented, in case there is more than one.)

   Number of Rows

   Specify the number of rows to display in the Grid section

   • This is the minimum number of number of rows to display.
   • It defaults to 5 rows. You can specify any value up to 100 rows.
   • If data exists, then all available data is shown, plus an additional 3 empty rows.

   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

5. 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 are displayed in the Grid Section when the form is displayed.
6. Click [Next]
7. Fill in the information on the second page:

   Sort Settings

   Choose the column to sort on, and specify ascending or descending sort.

   Column Totals

   Select the numeric and currency fields that will be automatically totaled.

   File:GridTotalFields.png

   Column-Total Adjustments

   This section appears when you are totaling currency fields. Select the currency field that will have additional adjustments applied to it. (See below)

8. Click [Save]

Specifying Column-Total Adjustments

If you total one more currency fields, you elect to apply adjustments to one of them:

File:GridTotal.png

When you choose to enable additional computation, an additional set of options appears:

• Surcharge - Adds a surcharge percentage field to the form.
• Discount - Adds a discount percentage field to the form, as well as a discount amount. (The user can enter either one. If the user enters an amount, it is saved as a percentage.)
• Tax - Adds a tax percentage field to the form.
• Shipping - Adds a field for a shipping charge.

Each selection adds the appropriate fields to the form layout, and does the appropriate calculations:

File:GridInForm.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.

Note for Developers: Vertical Totals and additional-computation fields are added to the original object (the object the grid section is defined on). The field names have the form grid_{name}_123456..., where the name might be "discount", "net_total", or "comptn" (for a vertical total), and where the number at the end is a unique identifier in the platform for this object, this form, and this grid section.