Subforms

Designer > Data > Objects > {object} > Forms > {form} > {grid section}

Grid sections create a relationship between two objects.

For example, Grid Sections might present this kind of information in a record:

• Expense line items in an Expense Report object
• Line items in a proposal or invoice
• List of available inventory items

To Add or Edit a Grid Section:

1. Click Designer > Data > Objects > {object} > Forms > {form}
2. Choose one of the following options:
   • To add a new grid section, click the New Grid Section link (located in the Elements Sidebar)
   • To edit an existing Grid section, click the Edit link in the section heading
3. Complete the following information:

   Name

   Section Name

   Section Type

   Pre-populated (do not change)

4. Define the grid section by selecting an Object Name and Linking Field

   Object Name

   Select an Object

   Linking Field

   Select a Lookup field from the available options

   Number of Rows

   Select the Number of Rows to display in the Grid section

• This value is only used when there is no data to display. It defaults to 5 rows.
• If data exists, then all available data is shown, plus an additional 3 empty rows.

1. Header Image

   Optionally, select an image to display at the top of the section

   Footer Image

   Optionally, select an image to display at the bottom of the section

   Left Side Image

   Optionally, select an image to display to the left of the section

   Right Side Image

   Optionally, select an image to display to the right of the section

2. Use the Arrow Buttons to move fields from the Available Fields list to the Selected Fields list, and to specify their order.
   The selected fields will be displayed in the Grid Section when the form is displayed.
3. Click [Next]
4. Optionally, create summary columns in the grid and Enable additional computation on the selected field

   File:GridTotal.png

   Considerations

   • Vertical Totals can be specified for numeric and currency fields.
   • The Enable Additional Computation option can be applied to exactly one field.

5. Click [Save]