Dynamic Grid Component

Title

The heading of the grid. The end-user sees this title at the top of the grid in Express View.

It's best practice to always include a title. To hide the title in Express View, set Hide Title to (ON).

Tooltip

A short hint that displays when an end-user positions their cursor over the (Tooltip) icon. Tooltips can display across more than one line.

The tooltip displays next to the title.

Helper Text

A quick tip describing the expected inputs or how to use the grid. The Helper Text displays below the Dynamic Grid component's title in Express View.

Custom CSS Class

Enter a Custom CSS Class to apply to your component. Custom CSS lets you maintain a consistent look and feel when the field or element is part of a template or multiple modules.

Updated CSS styling applies to all components that reference this custom class name.

Grid Height

Select how to set the maximum height of the grid. The options are:

• Define Fixed Height by Unit: Define the grid height in pixels.

• Define Height by Number of Records: Specify the number of records to show before enabling scrolling.

• Auto Height: The grid height scales to show all records.

Enabling Auto Height negatively impacts performance when displaying a large number of records (greater than 500).

Set Grid Height To

Set the height of your grid. The unit depends on your Grid Height setting selection.

• Define Fixed Height by Unit: Enter the grid height in pixels. Grid height must be between 93 and 20,211 pixels. By default, the grid height is set to 600 pixels.

• Define Height by Number of Records: Enter the number of records to show before enabling scrolling. Grid height must be between 1 and 480 records. By default, the grid height is set to 15 records.

Hide Component

Displays or hides the component from view. Setting Hide Field to (ON) hides the component in Express View. Setting it to (OFF) displays the component. The component is always visible in the Module Builder.

By default, Hide Field is set to (OFF).

Hide Title

Setting the Hide Title toggle to (ON) stops the title from displaying in Express View. The title still displays in the Module Builder.

By default, Hide Title is set to (OFF).

Customize 'Add Row' Button

When set to (ON), you can customize the appearance of the default Add Row button shown in Express View.

By default, the Customize 'Add Row' Button toggle is set to (OFF).

Button Label Text

The Button's Label Text tells your end-user what the button does before they click it. This text shows in the button itself.

By default, the Button Label Text is Add Row.

Button Style

Sets the visual appearance of the button. Options include: Primary, Secondary, Success, Danger, Warning, Info, Light, Dark, and Link. The Button Style only affects the Button component's appearance and does not effect its function.

Custom CSS Class

Enter a Custom CSS Class to apply to the Add Row button. When you update the CSS styling, it applies to all elements that reference this custom class name.

Left/Right Icon

Use these fields to add icons (glyphs) to the left or right of your Button's Label Text. For example, entering glyphicon glyphicon-pencil adds an icon of a pencil to your Button.

The full list of supported GLYPHICONS® glyph codes is available here: https://getbootstrap.com/docs/3.3/components/.

Data Reference Key

The Data Reference Key setting lets you use the Dynamic Grid component to display data owned by another component. The referenced component is the sole source and owner of the data. So, your end-user can't edit this data, even if Editable is selected in the Column Setup table.

To import data using a Data Reference Key, enter the Property ID of the component that you're pulling data from.

When importing data using a Data Reference Key, the source data's structure must match how the Dynamic Grid component stores data. Column schemas, including Property IDs and data types, must also match between the data source and the Dynamic Grid's Column Setup table. You can learn more about how the Dynamic Grid component stores and structures data in the Structure of a Dynamic Grid Component's Data section.

Header Label

Enter a label for the column's header in Express View. For the Button column type, the Header Label also acts as the button label.

Property ID

Enter a Property ID to associate with the column's data. This Property ID is functionally similar to a component's Property ID. For example, you can reference a column's Property ID to target that column in logic-based configurations. When inline editing is enabled, values entered in the column in Express View store under this Property ID (key) in the submission data.

Property IDs use camel case (stylized as camelCase) without spaces or punctuation. You can use the same column Property IDs between different Dynamic Grid components. For instance, you can have columnA and columnB in two different Dynamic Grid components without affecting functionality.

The Property ID field is required.

When importing data from another source, the Property ID must match the key under which the column's data is stored in the data source.

Column Type

Select a column type. This selection restricts the type of data your end-user can input, or the type of interaction they can have. The column type options are:

• Text Field

• Number

• Checkbox

• Single-select Dropdown

• Multi-select Dropdown

• Button

• Date

A column type is required and you can only select one type option per column.

When importing data from another source, the column type must match the type of data stored under that column in the data source. For example, using a Number column type for numeric data.

Each column type has its own unique column type configuration window. See the Column Type Configuration Windows section for details on each column type's configuration window.

Editable

When selected, end-users can edit cells in this column in Express View. Use this setting to enable inline editing and data entry.

Select the Editable checkbox in the column header to set all columns of the grid as editable. Or, use the Editable checkbox in each row to selectively set that column of the grid as editable.

Row group cells are only editable if the original row group column is made editable. The grouped parent row, however, is not editable.

Store Data

When selected, values entered in this column in Express View store to the database.

Select the Store Data checkbox in the column header to set all columns of the grid to store to the database. Or, use the Store Data checkbox in each row to selectively store data from that column of the grid.

You must store all data to the database to use server-side execution.

Hidden

When selected, the column is hidden from view in Express View.

Select the Hidden checkbox in the column header to set all columns of the grid as hidden. Or, select the Hidden checkbox in each row to selectively set that column of the grid as hidden.

(Column Settings Button)

Shows in the actions column in each row of the Column Setup table.

When clicked, opens the selected row's column type-specific configuration window.

(Delete Button)

Shows on hover-over of the actions column in each row of the Column Setup table.

When clicked,deletes the selected row and its column.

Set Column Widths

Manually set the width for individual columns. When set to (OFF), a column's minimum-width autosizes to 20 units. An autosized column's width then grows in proportion to the contents of the column. For example, a column titled Age is 20 units (minimum-width) + 3 units (1 unit per letter character) = 23 units. Default is (OFF).

(Set Column Width Settings Button)

Opens the Set column widths configuration panel.

When set to (ON), displays the Define width by units table with the following columns:

• Header Label: The name of the column defined in Header Label under Column Setup.

• Units: The width of the column in units. A unit is the size of a single character (letter, number, or symbol). Unit value range is between 0 and 1000, default is 10. Set a column's width to 0 units to autosize only that column.

If there are no columns, the Define width by units table does not display.

+ Add Column to Group By

Click to create a new row group. Click + Group By Another Column to create additional row groupings.

To delete a row group, click the X button found at the right of the Sort Order drop-down.

The top-to-bottom order of row groups determines nesting. To rearrange row groups, click and drag a row group's (Grip) icon.

Column Drop-down

Select a column to group rows by. The column must exist in the Column Setup table to show in the drop-down list.

The column list reflects the Header Labels assigned in the Column Setup table.

Sort Order Drop-down

Select a sort order for your row grouping. The drop-down options are:

• Unsorted: Rows under each group remain unsorted.

• Ascending: Rows under each group sort in ascending (A-Z) order.

• Descending: Rows under each group sort in descending (Z-A) order.

Organize Row Groups Into

The options include:

• Single Column: Row groups show under a single column. By default, the column's header is Group. The Group header replaces the header of the column that the rows are grouped by.

  You can only sort the first row of the grouping.

• Consolidated: Row groups show under the next column header. Each group displays directly above that column's data.

  To learn more about aggregation and pivoting, jump to the User Affordances Group section.

  Consolidated row grouping doesn't work with row aggregation and you can't sort row groups.

• Multi-Column: Each row group shows in individual columns with unique headers. The header matches the header of the original column.

  You can sort every row of the grouping individually.

Repeat Row Grouped Value in Each Row

Visible when Organize Row Groups Into is set to Single Column or Multi-Column.

When selected, the row-grouped value shows in each row of the row grouping. So, when expanding a row grouping, each row in the grouping still shows the value shared between each row.

When not selected, the cell is blank. The shared value only displays in the top-level grouping.

Show Original Row Grouped Columns

When selected, row-grouped columns also show in the grid without any grouping applied. So, in addition to column data showing under the row-grouping column, the original column also shows in the grid. When not selected, row-grouped columns only show under the row-grouping column(s), as determined by the Organize Row Groups Into setting.

Allow Text Wrapping

When set to (ON), text in a column wraps to the next line below if the text exceeds column header length. If Set column widths is set to (ON), headers and text wrap to the next line after reaching a column's specified unit length.

To learn more about the Set column widths setting, see the Arrange Data Group section in this article.

Freeze Column

When set to (ON), displays the Column placement setting. Freezing a column moves the column's visible location to the edge of the grid and remains visible when scrolling horizontally.

Column Placement

Select which side of the grid to pin the column against. Frozen, grouped columns remain in place while other columns scroll around them.

Options include the following:

• Left side of grid: Freezes the column to the left side of the grid. The frozen column remains visible when horizontally scrolling. This is the default option.

• Right side of grid: Freezes the column to the right side of the grid. The frozen column remains visible when horizontally scrolling.

Add Row edit order begins with the first column under Column Setup. When freezing the first column to the right of the grid, it is still the first editable field when an end-user adds and edits a new row.

Custom CSS Class

Enter a Custom CSS Class to apply to the column's cells. When you update the CSS styling, it applies to all elements that reference this custom class name.

Tooltip

A short hint that displays when an end-user positions their cursor over the (Tooltip) icon. Tooltips can display across more than one line.

Custom CSS Class

Enter a Custom CSS Class to apply to the column's header. When you update the CSS styling, it's applied to all elements that reference this custom class name.

+ Add Trigger

Click + Add Trigger to create a new trigger. Triggers let you create if/then rules to trigger components when a specified action occurs.

When...

Select an action to wait for in order to fire the trigger. The drop-down's options are:

• Column is Edited: Fires the trigger when the end-user edits the column.

• Value is Clicked: Fires the trigger when the end-user clicks any cell in the column.

When a column uses a Value is Clicked trigger, all values in the column use a hyperlink style (blue, underlined text).

Then...

Enter the Property ID of the component to trigger when the specified When... action occurs.

Required

When set to (ON), the end-user must enter a value in the column before navigating ahead or saving the module. Set the toggle to (OFF) when an entry is optional.

By default, the Required toggle is set to (OFF).

Error Message

Displays as a custom error message when the end-user doesn't enter a value under a required column.

Set Minimum

Sets the minimum number of characters that an end-user must enter for valid input.

Minimum Length Error Message

A custom error message that displays when the entry doesn't meet the minimum character length rule.

Set Maximum

Sets the maximum number of characters that an end-user must enter for valid input.

Maximum Length Error Message

A custom error message that displays when the entry doesn't meet the maximum character length rule.

Freeze Column

When set to (ON), displays the Column placement setting. Freezing a column moves the column's visible location to the edge of the grid and remains visible when scrolling horizontally.

Column Placement

Select which side of the grid to pin the column against. Frozen, grouped columns remain in place while other columns scroll around them.

Options include the following:

• Left side of grid: Freezes the column to the left side of the grid. The frozen column remains visible when horizontally scrolling. This is the default option.

• Right side of grid: Freezes the column to the right side of the grid. The frozen column remains visible when horizontally scrolling.

Add Row edit order begins with the first column under Column Setup. When freezing the first column to the right of the grid, it is still the first editable field when an end-user adds and edits a new row.

Custom CSS Class

Enter a Custom CSS Class to apply to the column's cells. When you update the CSS styling, it applies to all elements that reference this custom class name.

Format As

Select how to format values in Express View. Your options are:

• Number: Value shows as entered.

• Percentage (%): Value shows as a percentage. For example, an input of 4 shows as 400%.

This setting only affects how the number shows in Express View. Values store as the value entered.

Decimal Places

Enter the number of decimal places to show in Express View. Values of 13 digits or more round to the number of decimal places specified.

This setting only affects how the number shows in Express View. Values store as the value entered unless the number is 14 digits or more in length. Regardless if you use this field or not, these long numbers round up. For example, 999999999999999.599 rounds to 999999999999999.60.

Show Thousands Separator

Set whether to show a thousands separator. The default thousands separator is a comma. When set to (ON), a thousands separator shows.

By default, the Show Thousands Separator toggle is set to (OFF).

This setting only affects how the number shows in Express View. Values store as the value entered.

Tooltip

A short hint that displays when an end-user positions their cursor over the (Tooltip) icon. Tooltips can display across more than one line.

Custom CSS Class

Enter a Custom CSS Class to apply to the column's header. When you update the CSS styling, it's applied to all elements that reference this custom class name.

+ Add Trigger

Click + Add Trigger to create a new trigger. Triggers let you create if/then rules to trigger components when a specified action occurs.

When...

Select an action to wait for in order to fire the trigger. The drop-down's options are:

• Column is Edited: Fires the trigger when the end-user edits the column.

• Value is Clicked: Fires the trigger when the end-user clicks any cell in the column.

When a column uses a Value is Clicked trigger, all values in the column use a hyperlink style (blue, underlined text).

Then...

Enter the Property ID of the component to trigger when the specified When... action occurs.

Required

When set to (ON), the end-user must enter a value in the column before navigating ahead or saving the module. Set the toggle to (OFF) when an entry is optional.

By default, the Required toggle is set to (OFF).

Error Message

Displays as a custom error message when the end-user doesn't enter a value under a required column.

Set Minimum

Sets the minimum value that an end-user must enter for valid input.

Minimum Error Message

A custom error message that displays when the entry doesn't meet the minimum value rule.

Set Maximum

Sets the maximum value that an end-user must enter for valid input.

Maximum Error Message

A custom error message that displays when the entry doesn't meet the maximum value rule.

Freeze Column

When set to (ON), displays the Column placement setting. Freezing a column moves the column's visible location to the edge of the grid and remains visible when scrolling horizontally.

Column Placement

Select which side of the grid to pin the column against. Frozen, grouped columns remain in place while other columns scroll around them.

Options include the following:

• Left side of grid: Freezes the column to the left side of the grid. The frozen column remains visible when horizontally scrolling. This is the default option.

• Right side of grid: Freezes the column to the right side of the grid. The frozen column remains visible when horizontally scrolling.

Add Row edit order begins with the first column under Column Setup. When freezing the first column to the right of the grid, it is still the first editable field when an end-user adds and edits a new row.

Custom CSS Class

Enter a Custom CSS Class to apply to the column's cells. When you update the CSS styling, it applies to all elements that reference this custom class name.

Tooltip

A short hint that displays when an end-user positions their cursor over the (Tooltip) icon. Tooltips can display across more than one line.

Custom CSS Class

Enter a Custom CSS Class to apply to the column's header. When you update the CSS styling, it's applied to all elements that reference this custom class name.

Column is Checked by Default

When selected, the checkbox is selected by default in Express View.

+ Add Trigger

Click + Add Trigger to create a new trigger. Triggers let you create if/then rules to trigger components when a specified action occurs.

When...

Select an action to wait for in order to fire the trigger. The drop-down's only option is:

• Column is Edited: Fires the trigger when the end-user edits the column.

Then...

Enter the Property ID of the component to trigger when the specified When... action occurs.

Required

When set to (ON), the end-user must select the checkbox (value of true) for the cell to be valid. When set to (OFF), the cell is valid whether selected or not (value of true or false is valid).

By default, the Required toggle is set to (OFF).

Error Message

Displays as a custom error message when the end-user doesn't enter a value under a required column.

Freeze Column

When set to (ON), displays the Column placement setting. Freezing a column moves the column's visible location to the edge of the grid and remains visible when scrolling horizontally.

Column Placement

Select which side of the grid to pin the column against. Frozen, grouped columns remain in place while other columns scroll around them.

Options include the following:

• Left side of grid: Freezes the column to the left side of the grid. The frozen column remains visible when horizontally scrolling. This is the default option.

• Right side of grid: Freezes the column to the right side of the grid. The frozen column remains visible when horizontally scrolling.

Add Row edit order begins with the first column under Column Setup. When freezing the first column to the right of the grid, it is still the first editable field when an end-user adds and edits a new row.

Custom CSS Class

Enter a Custom CSS Class to apply to the column's cells. When you update the CSS styling, it applies to all elements that reference this custom class name.

Tooltip

A short hint that displays when an end-user positions their cursor over the (Tooltip) icon. Tooltips can display across more than one line.

Custom CSS Class

Enter a Custom CSS Class to apply to the column's header. When you update the CSS styling, it's applied to all elements that reference this custom class name.

Option Label

Each option needs an end-user-facing label describing the choice that it represents. Enter your Option Labels using this column.

After you create an option, another row displays for you to create the next option.

Data Source Value

Each option needs an associated value to store in the submission data. Enter the values to store in submission data using this column.

By default, the value is a camel case version of the Option Label. You can also assign a numeric value to each option for use in logic-based configurations.

Data Reference Key

Enter the Property ID of the component whose data you're referencing.

Value Property

Enter the key under which the option values are stored. If you're pulling from a Data Table component, enter the header of the values column in this field.

Label Property

Enter the key under which the option labels are stored. If you're pulling from a Data Table component, enter the header of the labels column in this field.

+ Add Trigger

Click + Add Trigger to create a new trigger. Triggers let you create if/then rules to trigger components when a specified action occurs.

When...

Select an action to wait for in order to fire the trigger. The drop-down's options are:

• Column is Edited: Fires the trigger when the end-user edits the column.

• Value is Clicked: Fires the trigger when the end-user clicks any cell in the column.

When a column uses a Value is Clicked trigger, all values in the column use a hyperlink style (blue, underlined text).

Then...

Enter the Property ID of the component to trigger when the specified When... action occurs.

Required

When set to (ON), the end-user must enter a value in the column before navigating ahead or saving the module. Set the toggle to (OFF) when an entry is optional.

By default, the Required toggle is set to (OFF).

Error Message

Displays as a custom error message when the end-user doesn't enter a value under a required column.

Freeze Column

When set to (ON), displays the Column placement setting. Freezing a column moves the column's visible location to the edge of the grid and remains visible when scrolling horizontally.

Column Placement

Select which side of the grid to pin the column against. Frozen, grouped columns remain in place while other columns scroll around them.

Options include the following:

• Left side of grid: Freezes the column to the left side of the grid. The frozen column remains visible when horizontally scrolling. This is the default option.

• Right side of grid: Freezes the column to the right side of the grid. The frozen column remains visible when horizontally scrolling.

Add Row edit order begins with the first column under Column Setup. When freezing the first column to the right of the grid, it is still the first editable field when an end-user adds and edits a new row.

Custom CSS Class

Enter a Custom CSS Class to apply to the column's cells. When you update the CSS styling, it applies to all elements that reference this custom class name.

Tooltip

A short hint that displays when an end-user positions their cursor over the (Tooltip) icon. Tooltips can display across more than one line.

Custom CSS Class

Enter a Custom CSS Class to apply to the column's header. When you update the CSS styling, it's applied to all elements that reference this custom class name.

Option Label

Each option needs an end-user-facing label describing the choice that it represents. Enter your Option Labels using this column.

After you create an option, another row displays for you to create the next option.

Data Source Value

Each option needs an associated value to store in the submission data. Enter the values to store in submission data using this column.

By default, the value is a camel case version of the Option Label. You can also assign a numeric value to each option for use in logic-based configurations.

Data Reference Key

Enter the Property ID of the component whose data you're referencing.

Value Property

Enter the key under which the option values are stored. If you're pulling from a Data Table component, enter the header of the values column in this field.

Label Property

Enter the key under which the option labels are stored. If you're pulling from a Data Table component, enter the header of the labels column in this field.

+ Add Trigger

Click + Add Trigger to create a new trigger. Triggers let you create if/then rules to trigger components when a specified action occurs.

When...

Select an action to wait for in order to fire the trigger. The drop-down's only option is:

• Column is Edited: Fires the trigger when the end-user edits the column.

Then...

Enter the Property ID of the component to trigger when the specified When... action occurs.

Required

When set to (ON), the end-user must enter a value in the column before navigating ahead or saving the module. Set the toggle to (OFF) when an entry is optional.

By default, the Required toggle is set to (OFF).

Error Message

Displays as a custom error message when the end-user doesn't enter a value under a required column.

Freeze Column

When set to (ON), displays the Column placement setting. Freezing a column moves the column's visible location to the edge of the grid and remains visible when scrolling horizontally.

Column Placement

Select which side of the grid to pin the column against. Frozen, grouped columns remain in place while other columns scroll around them.

Options include the following:

• Left side of grid: Freezes the column to the left side of the grid. The frozen column remains visible when horizontally scrolling. This is the default option.

• Right side of grid: Freezes the column to the right side of the grid. The frozen column remains visible when horizontally scrolling.

Add Row edit order begins with the first column under Column Setup. When freezing the first column to the right of the grid, it is still the first editable field when an end-user adds and edits a new row.

Custom CSS Class

Enter a Custom CSS Class to apply to the column's cells. When you update the CSS styling, it applies to all elements that reference this custom class name.

Disable Buttons

Enables or disables all Buttons in the column. Setting the Disable Buttons toggle to (ON) disables the column's buttons in Express View. The buttons remain visible but you can't click them. Setting the toggle to (OFF) enables the buttons.

By default, the Disable Buttons toggle is set to (OFF).

The Disable Buttons setting affects all buttons in the column. To disable individual buttons, you can target individual cells using logic expressions. See our Dynamic Grid: Targeted Logic and Referencing Syntax article to learn more.

You can use a logic component to set the Disable Buttons toggle to (ON), if needed.

Hide Buttons

Shows or hides the Button from view. Setting the Hide Buttons toggle to (ON) hides the Button in Express View. The column remains visible but empty in Express View. Setting the toggle to (OFF) makes the Button visible.

By default, the Hide Buttons toggle is set to (OFF).

You can use a logic component to set the Hide Buttons toggle to (ON), if needed.

Tooltip

A short hint that displays when an end-user positions their cursor over the (Tooltip) icon. Tooltips can display across more than one line.

Custom CSS Class

Enter a Custom CSS Class to apply to the column's header. When you update the CSS styling, it's applied to all elements that reference this custom class name.

Button Style

Sets the visual appearance of the button. Options include: Primary, Secondary, Success, Danger, Warning, Info, Light, Dark, and Link. The Button Style only affects the Button component's appearance and does not effect its function.

When...

Lets you create if/then rules to trigger actions on button-click.

Then...

Select an action to occur on button-click. The drop-down's options are:

• Delete Row: Deletes the selected row from the grid.

• Custom Action: Enter the Property ID of a component to trigger on button-click.

Use the Header Label setting of the Column Setup table to clearly label and define the button's action.

Freeze Column

When set to (ON), displays the Column placement setting. Freezing a column moves the column's visible location to the edge of the grid and remains visible when scrolling horizontally.

Column Placement

Select which side of the grid to pin the column against. Frozen, grouped columns remain in place while other columns scroll around them.

Options include the following:

• Left side of grid: Freezes the column to the left side of the grid. The frozen column remains visible when horizontally scrolling. This is the default option.

• Right side of grid: Freezes the column to the right side of the grid. The frozen column remains visible when horizontally scrolling.

Add Row edit order begins with the first column under Column Setup. When freezing the first column to the right of the grid, it is still the first editable field when an end-user adds and edits a new row.

Custom CSS Class

Enter a Custom CSS Class to apply to the column's cells. When you update the CSS styling, it applies to all elements that reference this custom class name.

Date Format

Use this setting to change the format of the Placeholder Text or any dates selected in Calendar View.

Possible values are m, d, y, and Y (use each value only once). For example, Ydm, ymd, or mY. Entering ymd results in a date format of YY/MM/DD. Entering Ymd results in a date format of YYYY/MM/DD.

This setting only affects how the date displays in Express View. Values store in ISO 8601 format.

Field Delimiter

Delimiters show the breaks between the month, day, and year in a date. Common delimiters include a period (.), slash (/), or hyphen (-). By default, the Field Delimiter is set to /.

This setting only affects how the date shows in Express View. Values store in ISO 8601 format.

Enable Calendar View

When set to (ON), Date column cells show a calendar icon. When clicked, the date picker widget opens, letting the end-user pick a date in calendar view.

By default, the Enable Calendar View toggle is set to (ON).

Open Datepicker Automatically When Editing

When selected, the date picker widget automatically shows when the end-user selects a Date column cell to edit. When not selected, the end-user must click the calendar icon to open the date picker.

By default, the Open Datepicker Automatically When Editing checkbox is not selected.

Display (+/-) Years in Dropdown

Sets the maximum number of years available in the date picker widget.

This setting doesn't limit what the end-user can manually enter, only what years show in calendar view.

Tooltip

A short hint that displays when an end-user positions their cursor over the (Tooltip) icon. Tooltips can display across more than one line.

Custom CSS Class

Enter a Custom CSS Class to apply to the column's header. When you update the CSS styling, it's applied to all elements that reference this custom class name.

Store Date Only

Unqork stores all dates in ISO8601 format with or without the timestamp based on the Store Date Only setting. That way, dates are always passed as either YYYY-MM-DDThh:mm:ss.sssZ or YYYY-MM-DD when using logic components.

When set to (ON), the system only stores the selected date.

By default, Store Date Only is set to (OFF).

+ Add Trigger

Click + Add Trigger to create a new trigger. Triggers let you create if/then rules to trigger components when a specified action occurs.

When...

Select an action to wait for in order to fire the trigger. The drop-down's options are:

• Column is Edited: Fires the trigger when the end-user edits the column.

• Value is Clicked: Fires the trigger when the end-user clicks any cell in the column.

When a column uses a Value is Clicked trigger, all values in the column use a hyperlink style (blue, underlined text).

Then...

Enter the Property ID of the component to trigger when the specified When... action occurs.

Error Message

Displays as a custom error message when the end-user enters an invalid date.

Required

When set to (ON), the end-user must enter a value in the column before navigating ahead or saving the module. Set the toggle to (OFF) when an entry is optional.

By default, the Required toggle is set to (OFF).

Error Message

Displays as a custom error message when the end-user doesn't enter a value under a required column.

Restrict To

Restrict the range of acceptable dates your end-user can input. Available date restrictions include:

• None: Shows all dates without restrictions. The end-user can pick any date in the future or the past.

• Future Only: Only shows future dates.

• Past: Only shows dates that fall in the past.

• Before a Date: Only shows dates earlier than your chosen date.

• After a Date: Only shows dates after your chosen date.

• Between Dates: Only shows dates in your chosen date range.

From

The From field shows on selection of the Between Dates date restriction.

Using the radio buttons you can apply more restrictions (Exact Date, Relative Date, Now) to the start of your date range.

• Exact Date: Lets you choose your date range's starting date using the Choose Date field.

• Relative (+/-): Lets you choose the number of days, months, or years relative to your chosen date.

• Now: Applies the current date as your starting date.

To

The To field shows on selection of the Between Dates date restriction.

Using the radio buttons you can apply more restrictions (Exact Date, Relative Date, Now) to the start of your date range.

• Exact Date: Lets you choose your date range's starting date using the Choose Date field.

• Relative (+/-): Lets you choose the number of days, months, or years relative to your chosen date.

• Now: Applies the current date as your end date.

Minimum Date

Shows on selection of the Between Dates date restriction.

Set a minimum valid date.

Minimum Error Message

Shows on selection of the Between Dates date restriction.

Set a custom error message here that displays when the end-user sets a non-compliant date.

Maximum Date

Shows on selection of the Future Only, Past, Before a Date, After a Date, or Between Dates date restrictions.

Set a maximum valid date.

Maximum Error Message

Shows on selection of the Future Only, Past, Before a Date, After a Date, or Between Dates date restrictions.

Set a custom error message here, that displays when the end-user sets a non-compliant date.

+ Add Trigger

Click + Add Trigger to create a new trigger. Triggers let you create if/then rules to trigger components when a specified action occurs.

When...

Select an action to watch for in order to fire the triggers. All 3 trigger types fire only when an end-user action happens on the grid. So, if a logic component adds a row, the triggers don't fire. Instead, if an end-user clicks the Add Row button, the triggers fire.

The drop-down's options are:

• Row is Added: Fires the trigger when a new row is added to the table.

• Row is Deleted: Fires the trigger when any row in the table is deleted.

• Table/Row is Edited: Fires the trigger when any row in the table is edited.

Then...

Enter the Property ID of the component to trigger when the specified When... action occurs.

Allow User to Group Rows

When set to (ON), your end-user can group all data-based column types. This excludes the Button column type. Row grouping automatically groups data based on shared values and can be nested many times.

In the case of a Checkbox column type, the end-user sees checkbox values as text. For instance, end-users might see Checked (true) and Unchecked (false). This feature makes it easier when grouping and sifting through large amounts of data.

By default, this toggle is set to (OFF).

Allow User to Aggregate & Pivot Across All Columns

When set to (ON), your end-user can perform aggregation and pivoting functions. When enabled, the Pivot Mode toggle shows in the Side Panel.

Aggregation lets your end-user apply pre-defined functions to values. In order to see aggregated values, a row group must be applied or the Pivot Mode toggle must be set to (ON).

The available aggregation actions vary by column type. For example:

• Text Field: Count, First, Last.

• Number: Avg, Sum, Min, Max, Count, First, Last.

• Date: Count, First, Last, Min, Max.

• Checkbox: Count, First, Last.

• Single-select Dropdown: Count, First, Last.

• Multi-select Dropdown: Count, First, Last.

• Button: Not supported.

Pivoting allows data to be extrapolated across another axis (Y-axis). Your end-user can pivot all data-based column types. This excludes the Button column type. To use Pivot Mode, the Pivot Mode toggle in the grid's Side Panel must be set to (ON). Enabling Pivot Mode temporarily hides tabular data, similar to creating a new Pivot Table instance in Excel.

For best results, also enable the Allow User to Group Rows setting when enabling the Allow User to Aggregate & Pivot Across All Columns setting. By default, Allow User to Group Rows is set to (OFF).

Allow User to Sort by Column

When set to (ON), end-users can sort column values. Clicking a column's header in the grid sorts the column's values in ascending order. Clicking the column's header again sorts the column's values in descending order. Clicking the column's header again removes the sort order.

When sorted in ascending order, an ↑ (Upwards Arrow) icon shows in the column's header. When sorted in descending order, a ↓ (Downwards Arrow) icon shows in the column's header.

By default, this toggle is set to (OFF).

Allow Multi-Column Sorting

When set to (ON), end-users can sort by multiple columns at the same time. Press and hold the Shift key when selecting additional column headers. Press and hold the Shift key when clicking a header to change the sort order.

By default, this toggle is set to (OFF).

Allow User to Filter Columns

When set to (ON), end-users can filter column values. Each column header in the grid shows a (Hamburger) icon. When clicked, a column-specific Filter menu opens.

The available filtering actions vary by column type. For example:

• Text Field: Supports filtering by the available values in that column.

• Number: Equals, Not equal, Less than, Less than or equals, Greater than, Greater than or equals, and In range. Also supports joining filters using the AND and OR radio buttons.

• Date: Equals, Greater than, Less than, Not equal, In range. Also supports joining filters using the AND and OR radio buttons.

• Checkbox: Unchecked (false), Checked (true), or Empty (undefined or null).

• Single-select Dropdown: Supports filtering by the available values in that column.

• Multi-select Dropdown: Supports filtering by the available values in that column.

For Multi-select Dropdown, filtering by value is interpreted as "any array that contains any of the selected values." For example, if filtering by "USA", both ["USA", "Canada"] and ["USA", "Canada", "Mexico"] match the filter criteria.

• Button: Not supported.

By default, this toggle is set to (OFF).

Show Filter Panel

When selected, a Filter panel shows in the Side Panel. From the Side Panel, your end-user can apply column-specific filters.

The available filtering actions vary by column type.

By default, the Show Filter Panel checkbox is not selected.

Allow User to Rearrange Rows

When set to (ON), end-users can rearrange rows in the grid.

If you enable row filtering, grouping, sorting, or aggregation and pivoting, the end-user cannot rearrange grid rows. Reordering rows in Express View affects the order in which rows store in the submission data, as well.

By default, this toggle is set to (OFF).

Invoking Cell Edit State

Select how many times the end-user must click an editable cell in order to edit the cell. There are two options:

• Allow user to invoke edit state upon double-click.

• Allow user to invoke edit state upon single-click.

Require Minimum Valid Rows

When set to (ON), the end-user must enter at least one valid row in the grid before navigating ahead or saving the module. Set the toggle to (OFF) when an entry is optional.

This setting respects column-level validation. If the end-user enters one row in the grid, but the row doesn't meet all column-level validations, the component-level validation criteria isn't met.

By default, the Require Minimum Valid Rows toggle is set to (OFF).

Error Message

A custom error message that displays below a required field. The error message displays when the end-user tries to save or submit the module without completing the required field.

Set Minimum

Sets the minimum number of allowed rows in the grid.

Minimum Error Message

An error message that displays when the grid doesn't meet the minimum number of rows set.

Set Maximum

Sets the maximum number of allowed rows in the grid.

Maximum Error Message

An error message that displays when the grid exceeds the maximum number of rows set.