Field Grid

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Field Grid

Field Grids are used to arrange and display any number of Fields. Field Grids provide the most common way to allow users to input data into an application.

Field Grids can have any number of columns. To change the number of columns a Field Grid has, visit the Field Grid and Menu Settings tab of the Block Editor. Common Settings

Automations and Defaults

By default, Field Grids have two columns, and the title is set to “New Layout.” You may set a new title using the Appearance tab of the Block Editor; go to the Field Grid and Menu Settings tab to change the number of columns.

Use

Field Grids are the primary way in which project builders allow users to input data into an application. The Field Grid can either be about the same item that the page is about, or the map in the About Me tab of the Block Editor can be changed to make the grid about a different (possibly new) Item.

Parts

The Field Grid Layout has three parts:

  • Title Bar - Consists of a title, an icon, a drop-point for links/HTML content, and the title bar background. All the settings pertaining to the title bar are located in the Appearance tab of the Block Editor.
  • Body - The body of a Field Grid consists of any Fields which are already attached to the Grid, arranged into however many columns are specified in the Field Grid and Menu Settings of the Block Editor. The body of a Field Grid is built by rows. Thus the first Field goes into the first column, the second Field into the second, etc. The second row of a Field Grid cannot be built before each column of the first row is filled. Fields can occupy more than one column (this setting is on each Field displayed in the Field Grid, under the Grid Settings tab of the Block Editor for that Field). Also, for each Field displayed in the grid, there are two drop points: one before the Field and one after. If there are no Fields attached to the grid, the body consists of one drop point.
  • Layout Footer - A Layout (other than a page) usually has nothing in the footer. However, if a Layout has independent save controls enabled, a Layout in edit mode will always have a save button in the footer, and, unless security doesn't allow edit mode, a Layout in view mode will always have an edit button in the footer. When Save Behaviors are specified, a layout in edit mode will show the Save Behavior(s) in a drop-down in the Layout footer.

Modes

If no security is explicitly added to a Field Grid, it always takes the mode of its parent Layout (page, layout chooser, or parent). However, if Layout security is enabled (on Security tab of Block Editor), the grid will start in whichever mode is specified by the security which gets used.

Creating New Items With Field Grids

It is sometimes useful to create a new Item with data from a Field Grid. This may be done using actions, although it is inefficient and unnecessary. For instance, if on an add page for a phone call, you may wish to give the user the option to create a follow-up task right there. While this can be done by creating a link that launches a popup add page for the task, it can be done on the same page. To do this,

  1. Create a Select Layout Chooser with two options; one for the option to create a new follow-up task, and one for the option not to create one. Ensure that the chooser is set to only save the currently selected option.
  2. Under the option to create a new follow-up task, create a Field Grid layout.
  3. Set up Layout security so that the Field Grid is always in add mode, and enable Layout security.
  4. On the About Me tab of the Block Editor, change the context map to be about a task. Save it.
  5. Add whatever Fields you wish to the Field Grid.

Now, if the user chooses to create a new task, one is created, but if they choose not to, nothing happens.

fields/field grid.txt · Last modified: 2016/09/14 18:19 (external edit)
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