A column is the representation of a record value in a form or grid. Click on the grid in a form to see the columns list load in the Rail.
- Double-click a column to see the grid column settings.
- Columns listed here will be included in a grid on the form.
- Removing a column here just hides it in the grid.
Grid Column Settings
- Column Header Text - The alias used for this field in this form's grid.
- Column Width - The width of the grid column in pixels.
- Group Records By This Column - Automatically group records with identical values in this column.
- Include Column in Group Summary - Show summary information for this column in the group header.
- Include Columns in Grid Summary - Show summary data for this column at the bottom of the grid.
- No Records Message - The user can specify the text to be shown in the form when there are no records.
- Show the Grid Search Panel - For Grid and Sub-Grid form types, this will enable the Search Panel to appear when the form is opened. The Search Panel appears above the Field Header of the form, and allows the user to search for records based on the specified criteria.
- Show Filter Bar - For Grid and Sub-Grid form types, this will enable the Filter Bar to appear when the form is opened. The Filter Bar appears above the first record in the form, and provides a way for the user to filter the records.
- Show the Grid Summary - If checked, this will add a Summary section (colored in dark gray) at the bottom of the form. Columns configured to be included in the grid summary will show if there are values to calculate.
- Show the Group Summary - If checked, this will add a Group Summary to the right of each grouped row in the form. Columns configured to be included in the group summary will show if there are values to calculate.
- Is Selection - For Grid and Sub-Grid form types, this setting makes the form only allow record selection (i.e., no editing is allowed). A "Selected" column is added as the first column in the grid, which contains check boxes to select one or more records.
Double-click to see more settings and access the field editor.
- Column - Click to form the field settings in the pop-up editor.
- Filter & Criteria - These fields can be filled in to generate built-in filters for the form. Remember that not all Active Form Columns have to be visible in the form, so you can base a filter on parameters that are invisible to most users.
- Sort: Causes the form to automatically sort in ascending or descending order based on this column.
- Read Only - Makes it impossible to change the value of this column from the form being edited. Regardless of the user’s permissions or Conditional Formatting of that field, it can only be read.
- Required for Save - If selected, this column must exist for all visible records before data can be saved.
- Can Drill in - When a field is designated as an analysis column, a value is created using aggregate functions. This option allows the user to click on a special icon and show the underlying data. This is an option in case the underlying data is sensitive.
- Include File Data - Will download attached file data instead of just providing metadata about the field when the record is downloaded. Only works on fields set as an Attachment Data Type.
- Mask Input to Character - Mainly used with password fields, add a character here to mask data in a field placed on a form. Values will not be masked in a grid.
- Drop Down Source - If a column is linked to another table, this will allow a drop-down box to appear for this setting. This drop-down box will contain the name of the form that relates to this columns. If a field is not related to another form, this setting will not be active.
- onClick Action - Allows a user to click a column to launch an action or task in a form.