Online Library UX Online 8 Adding Sub-Grids to a Custom Form | Page 5
On the Insert tab of the form, click to select the new section. Select the ‘Sub-Grid’ button on the form
ribbon to add the sub-grid to the selected section.
Selecting ‘Sub-Grid’ opens the Set Properties dialog. Edit the following fields
Name:
Name: Enter the Sub-Grid Name (Note: the Name must start with your organization’s
acronym then underscore and cannot have spaces, i.e., [client]_name).
Name:
Label: Enter the Label that will appear on the Sub-Grid.
Display label on form: Check this box to display the label on the form.
Data Source:
Records: This field defaults to ‘Only Related Records’. Do not change the default.
Entity: Select the Entity of the Associated View you wish to display – in this example,
select ‘Facility Setup (Meeting Setup)’.
Default View: Select the Active view – in this example, select ‘Active SessionFacility’.
Additional Options:
Display Search Box: Check this box to add ability to search within sub-grid
View Selector: Select ‘On’ if you wish to change between active and inactive associated
views. In this example, select ‘Off’.
Click ‘Set’ on the Set Properties dialog to save your changes and close the dialog.
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