Configure Grids

Use Grid Configuration to configure a data source for populating a data grid in forms.

To Add a Grid Configuration

1. In the Enterprise Console, click the Menu button, click Settings, and then click Grid Configuration.

   The Grid Configuration page appears.

2. Click New, and then click Grid Configuration. The New Grid Configuration dialog box appears.

3. In the Title box, type a name for the grid configuration, and in the Description box, type a description for the grid configuration.

   Note: In the Title, the allowed special characters are _ and - only. In the Description, the allowed special characters are - _ . and , only.

4. In the Hierarchical Level drop-down list, select the number of levels you want the Data Grid control to display.

5. Click the More button for the Data Source, and then in the Data Source list, select the the data source. For the first data source all the lookups appear, but for the data sources after the first, only the parameterized lookups appear in the list.

6. In the Display Columns list, click the column names to show in the data grid. Double-click the column name to set the grid captions.

   To provide run time localized values, see Localize Column Names in Data Grid

7. In the Persist Columns list, click the column names to store in the instance XML of the form.

8. Do one of the following.

   Task	Action
   Show check box for the records in the grid.	Click Yes for the Show Check Box.
   Hide check box for the records in the grid.	Click No for the Show Check Box.

9. Select Allow Selection option to enable or disable row selection in the Data Grid through:

   1. Mere selection (that is click to select the row)

   2. Check boxes (that is select checkboxes to select rows)

   If you select Allow Selection for a data source lookup, the user can select the row through mere selection or through check boxes, and the columns selected in the Persist Columns field are persisted in the form instance XML. The checkboxes are disabled for the rows in the parent grid, and no checkboxes are available for the rows in the child grid.

   Select Disable Selection if you do not want to persist any values in the form instance XML and instead want to use the Data Grid as a reference grid. The user can select the row through mere selection at that level for the Data Grid and only at the last level for the Hierarchical Data Grid.

10. If the Hierarchical Level is more than 1, click Parameter Mapping.

    The Parameter Mapping window appears.

    To map the parameters of the lookups, select the parameters in the drop-down list.

11. Click Save to save the parameter mapping. The Parameter Mapping window is closed.

12. Click Advanced Settings to highlight records, if required.

    For more information, see Highlight Records.

13. Click Save. The grid configuration is saved.

14. Click Close. The New Grid Configuration dialog box is closed.

    Note:
    - Database column names with space or special characters are not supported.
    
    - If a data source lookup, value field for a lookup, or a parameter associated with a grid configuration changes, then you must reconfigure the Grid and save the changes again.
    
    - The Hierarchical Data Grid is not supported in mobile devices.
    
    - When the database is not available, the tree lookup item will be disabled and cannot be selected.
    
    - The default number of database connection entries for each repository is 1. If you want to change the entry, override the NumberOfDatabaseConnectionRetries entry in the Properties column in the SKRepository table of the Farm database.
    
    For example, to override the number of database connection entries to 20, change [CDATA[0]] to [[CDATA[20]] for NumberOfDatabaseConnectionRetries as follows.
    <property key="NumberOfDatabaseConnectionRetries"><![CDATA[20]]></property>
    
    - Backward compatibility exists for grid configuration, with support for column header localization based on column names, when the localization key is not specified with "@@" prefix and suffix.
    
    - When you edit the grid configuration, the errors are logged in the Browser Console due to the usage of third-party controls in the page.
    
    - The Persist columns should have data types such as numbers (without decimals), GUID, and string.