Subforms

From AgileApps Support Wiki
Revision as of 00:05, 3 June 2011 by imported>Aeric (Text replace - 'Data & Presentation > Objects' to 'Data > Objects')

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} > Form Layout
  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
    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. In the Select Fields to Display in Grid section, select the fields to display in the Grid Section
  6. Click [Next]
  7. Optionally, create summary columns in the grid and Enable additional computation on the selected object
  8. Click [Save]