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Custom Field Type: Special - Basic Data Table

901 bytes added, 15:36, 27 March 2020
General Description
==OverviewGeneral Description== Used to make a simple data sheet in-line on your screen. It's a simplified version of the Special - XML Data field that opens within the current form rather than opening up in a separate window.
Used to make a simple data sheet '''Note''': this field does NOT have all the functionality included in-line on your screen. It's a simplified version of the Special - XML Advanced Data Table field that opens within the current form rather than opening up in a separate windowand it is not possible to report on data entered into this field type.
==Field Illustrated==
[[Image:DataGrid1.png|border]]
 
==Field Options==
All common options:<br />
[[Custom Fields - General Information #General_Settings|General Settings]]<br />
[[Custom Fields - General Information #Role Field Permissions and Status Field Permissions|Permissions & Availability]]<br />
[[Custom Fields - General Information #Classic Options|Classic Options]]<br />
For further information, please refer to [[Custom Fields – General Information]].<br /><br />
 
 
==Configuring==
Creating the field is a two step process:
Creating the field is a two step process:
# Creating a Special - In-Line Data Grid custom field
# Create Section
===Creating a Special - In-Line Data Grid custom field===
To create a Special - In-Line Data Grid custom field:
# Navigate to the desired place, where you want to create the XML custom field (e.g. the UTA level 1). # Click the New Field (+) button. # For Field Type select Special - In-Line Data Grid . # Enter a Field Name and Caption. Click Save.
===Create Section===
Use the '''Section Builder''' to create sections, including defining the number of rows and columns displayed, formulas, and style your data grid.
# In the action bar click on the '''Section Builder''' button (it has four squares on it).
# Enter '''Number of Rows''' desired. NOTE: If you wish this to be a dynamic section, with the ability for the end-user to add as many rows as needed, then leave as 0. Otherwise enter a number value for the number of rows required # Enter '''Number of Columns''' desired. # A cell grid should appear once the number of rows and columns have been defined.
# Click into the first cell of the '''Cell Grid''' at the top left and enter a '''Caption''' and '''CSS Class'''.
# Click into the top row of any column labeled and enter a '''Caption''' and '''CSS Class'''..
# If '''Number of Rows''' is 0 then you will also have the option to Show Total. This will add a total row to the grid and calculate the total for the column.
# If desired choose the '''Validation''' (e.g. text, number, comma, date, currency, percent). NOTE: If you select number, comma or percent you can also specify precision settings (e.g. Whole Number, Nearest Hundred).
# Repeat for the remaining column headers.
# Click into the first cell in the row under the column header and enter a '''Caption''' and '''CSS Class'''.# Use the "Mandatory" checkbox if you wish the cell to be enforced. A standardized alert referencing the overall Gird Name will be displayed if the '''[[Validation Message|Validation Error Message]]''' is not populated in the overall Custom Field settings.
# If this is a static section then repeat for the remaining row labels.
# Click the '''Save''' button.
{{CustomFieldPageFooter}}
Smartstaff, administrator
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