Grid

Grid is one of the widgets available in a dashboard page / step. Using it, you will be able to display a list of records from a data source, configuring the fields to show and the actions users can execute.

Data displayed by the grid will depend on the logged users permissions, considering their roles and attributes in the application.

Location

Back Office: When editing an application, you will have the possibility to create new pages and workflow steps for this application. The dashboard is one of the content types that can be selected for pages and steps.

Once a dashboard is created, you will have the possibility to add grid widgets to the dashboard.

Add a new grid widget

Once a grid widget is created, as an app builder, you will have the possibility to set the data displayed by this grid, and to select the available actions offered to the end users.

Click on three dots menu, then Settings

Front Office: Grid widgets created on Dashboard pages / steps can then be shared with the end users that have an access to the application the dashboard is part of.

A grid widget in a Front Office application

Quick start / Basic usage

BACK OFFICE

In order to add a new grid widget, and configure it, you will first need to create a Dashboard. Please refer to this part of the documentation.

Once a dashboard is created, you can create a new grid widget as follows:

• Select the GRID option on the toolbar
• Click on three dots button of the new widget
• Select the SETTINGS option
• You should then see this page, that will give you the opportunity to configure the grid widget.

Settings of a grid widget

Feature description

Many options are offered by the grid widget. This section details the different option you can configure as an app builder.

Setting	Description
Title	Title of the widget. It will appear at the top of it.
Dataset	The resource that will be displayed in the grid. info You can refer to the Query Builder documentation.
Grid Layout	The layout details the subset of data that'll be displayed on the grid, it's also where filters can be applied. You can refer to the Query Builder documentation.
Enabled actions	Actions permitted to the end users. They will appear when clicking on a record, or selection multiple records. With one record selected With multiple records selected info Available actions also depend on the permissions end users have on the data set.
Quick Action button	Configuration of the quick action button. info You can refer to the Quick Action button documentation.

Enabled Actions

Subsequent actions can be enabled on the grid.

warning

Permissions are also calculated per records based on the logged user. It can occur that an action was enabled by an app builder, but unavailable to the end user because it doesn’t have the permission to perform the action on the record.

Action	Description
Delete records	End users will be able to delete the records they see.
Show history	End users will be able to display the list of the versions of the selected record. Opened history of a record
Convert records	End users will be able to convert the records to another type. Initial records can either be duplicated with a new type or deleted.
Update records	End users will be able to update the records they see.
Inline edition	End users will be able to update the records they see by clicking on them directly in the table.
Add new records	End users will be able to add new records directly in the grid view.

Quick Action button

info

Please refer to the documentation of the Quick Action button.