Harness, Section, and Flow Action forms
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A Grid layout allows users to view (and possibly edit) values in a spreadsheet format of a Page List
or Page Group
property, or a Report Definition. This layout, as an improved alternative to Row Repeat, Column Repeat, or Tabbed Repeat, controls when large amounts of data need to be displayed. The layout is sortable by column, and fields can be configured to be editable. The layout displays correctly in Internet Explorer 6+, Firefox 3+ and Safari 2+ browsers; can display a custom skin; is localizable; and supports Process Commander's accessibility features.PROJ-185 Sequoia See Pega Developer Network article PRKB-26089 How to add a Grid layout to a section for an example.
Adding and configuring a Grid layout
Page List
, Page Group
, or Report Definition you want to use in your layout and drag it to the section.Grid
as the layout type.Grid
as the repeat type.To delete a Grid layout, select the layout and click the Delete Row button (). Do not use the Delete Cell button for this action.
You configure many elements in a grid layout using properties panels. To display the panels, turn on the wireframe, select an element, and click the magnifying glass icon (). To select an element, click the following:
Property fields may appear at the top of the panel, or in one or more tabs. If the panel is pinned (), click Apply to apply your changes. Click the red x at the top right of the panel to close it. If the panel is not pinned, click Apply to apply your changes and continue editing, or OK to apply your changes and close the panel.
The Grid layout has three areas:
Adjust the grid repeat layout area
Select the Grid Repeat Layout header and open the properties panel. Configure the layout using the following fields:
Field |
Description |
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Format |
Choose a format to control what appears above the layout (known as a header or subheader), and the appearance of both the header and any subheader, and aspects of the body. This choice primarily affects styles and appearance.
Information in or below a subheader (including Using the Branding wizard, you can review or revise the styles (colors, fonts, padding and margins) associated with each header or subheader format.
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In the workform CSS style sheets, the various styles named groupTitleBarzzzz define the appearance of the SubHeader element; for example groupTitleBarBackground. For A, the corresponding styles are named a_groupTitleBarBackground and so on. Similarly, the names of styles for B, C and D start with b_groupTitleBar, c_groupTitleBar, and d_groupTitleBar respectively. | |||||||||||||||||||||||||||
Title | Optional. Enter text to appear in the header or subheader. This text may include directives or JSP tags, such as <p:r > or <pega:lookup >.
If you plan to localize the application using this rule so the application can support users in various languages or locales, choose the text carefully and limit the length to no more than 64 characters. When practical, choose a caption already included in a language pack, to simplify later localization. A field value rule with this text as the final key part is needed for each locale. See About the Localization wizard. This field is not visible if the Format field contains |
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Visible When |
Optional. To control visibility of this header, enter or select one of the following:
To make a dynamic condition, enter a simple Java comparison of a property and a value, or a combination of such comparisons using parentheses and the && and || operators, such as: (.Width >= "20") && (.Length >= "40) This causes dynamic execution of the condition each time the value of a property mentioned in the condition changes. (Mark the fields containing such properties as a Client Event.) |
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HTML |
This field appears when you select the Custom format. Identify the second key part (Stream Name) of an HTML rule that defines the display of the header contents. |
General tab
Depending on your Format choice, you may see here a Header Type field. The available options are:
Bar
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Provides a static horizontal bar at the top of the layout. |
Collapsible
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Provides a horizontal bar at the top of the layout, with the ability to expand or collapse, to show or hide the layout, when clicked |
Tabbed
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Creates a new TabGroup to which additional layouts can be added. |
Accordion
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Creates a new group of layouts that contain collapsible headers. Only one layout can be displayed at once. |
Depending on your Header Type or Format choices, you may see one or more of these fields:
Expand When | Optional. Select a when condition rule to control whether this layout first appears expanded or collapsed. If you leave the field blank, the state of the layout (expanded or collapsed) when you save the Harness, Section, or Flow Action form becomes the state the next time the grid is displayed. | ||||||||
Defer Load | This field appears for Collapsible , Tabbed and Accordion values of the Header Type. Select to postpone, at runtime, the loading of the contents of this layout from the server until the user clicks to make the body visible This speeds up first display of the page. |
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Retrieve Activity | This field appears when you select Defer Load. Select the activity that will retrieve the data. | ||||||||
New Tab Group | For Header Type of Tabbed only. Select to present this tab as the first in a distinct group of tabs, identified by indenting and optionally styles.
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New Layout? |
For Header Type of |
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Template Styles | If you selected a Tabbed or Accordion header style, choose a SmartLayout template to control the number of columns created. |
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Width | Select a grid-width option to determine whether the width of the individual columns within the layout (action and repeating areas) are set as a percentage or in pixel values. Use the options as follows:
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Paging |
Optional. Choose an option to present the data results in segments — known as pages — each containing a fixed number of rows (defined in the Rows per Page setting). The system retrieves a segment from the total data set on the clipboard and presents the page navigation controls in a format defined in this option. When you select an option, the paging gadget (pyGridGadget section) appears in the right top Action area cell. You can drag and drop the gadget onto any cell in an action area or onto a header cell in the repeating grid. To add more than one paging gadget, right-click on the cell and copy it paste it in another cell. The options are:
In cases where the data set is large and performance is an issue, you can populate the clipboard incrementally using the Paginate Activity on the Advanced tab. |
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Rows per Page | This field appears if you select a Paging option. Select the row limit per page (20 is the default). To specify a custom value, select Other and enter a positive integer in the empty field. |
Advanced tab
Depending on your choice of Format , additional fields may appear:
Header Image |
To add a header image at the top of the Grid:
The image must already be present in a binary file rule that is part of your application; you cannot search your local computer or the Internet through the Image Catalog. |
Image Title | This field appears when you select a Header Image. Add text here to describe the image: those using assistive devices will hear this title although they may not be able to perceive the image. |
Style Prefix |
Optional. If the Header Type is For example, type A in this field to use styles named .A_standardheader* rather than the normal .standardheader* styles. Define the prefixed styles in your workform_zzzzz.css text file (created by the Branding wizard) or in another text file that you identify on the Scripts and Styles tab of the Harness form. To learn more about style sheets, see Understanding CSS styles. |
Paginate Activity |
Optional. This field appears if you selected a paging option in the Paging field on the General tab, and the data source is a Select a custom activity that populates the clipboard from a Page List in a page size you define. Because the activity limits clipboard size, it is useful when retrieving large amounts of data from an external Web service or database. Your activity must accept the following set of parameters:
Out parameter expected from activity:
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Sorting |
This checkbox appears if you select a Paginate Activity. Click it if you want the activity to control sorting behavior. For example if a user is on the fifth page and clicks the sort control on the grid header, the activity gets the sorted results for that page only. If you do not select this option, the Obj-Sort method is applied to the page. |
If you select the Standard or Standard (sub) formats, a cell appears to the right of the grid's title.
Open the properties panel to set the following values:
Value | Select a field value that appears as the column title. |
Label For | Indicate the property that appears in this column in the repeating rows. |
General tab
Visible | Select one of the options presented. The default is Always . If you select Other Condition , the Condition field appears. Select or create the when rule that governs this cell's visibility. |
Required | Select this option to make this a required field if the user adds data to the display. |
Wrap Text | Select this option so long text entries in this field appear over multiple lines, rather than requiring a scrollbar. |
Read Only | Select this option to prevent edits to this field. You can refine this control by selecting or creating a when rule in the Read Only Condition field that appears when you select this option. |
Advanced tab
Width | Specify the cell width in pixels. |
Height | Specify the cell height in pixels. |
Default Value | Specify a default value for this field. Click the magnifying glass icon () to display the Expression Builder, where you can select or create an expression to generate the default value. Leave the field blank if it does not require a default value. |
Read-Write Style | Displays the stylesheet settings for this cell when editing is enabled. |
Read-Only Style | Displays the stylesheet settings for this cell when editing is disabled. |
Inline Style | Optionally, enter CSS code for an inline style for a cells in the column. For guided assistance in composing a style definition, click the magnifying glass icon () to open the Style Editor. You can select from predefined lists or type a style definition directly, and preview the results. |
Use Heading Styles checkbox | Select this option to display the cell values with the same style the column heading uses — changes the cell HTML element from <TD> to <TH>, with a resulting style change. |
Select the Repeat Grid header and open its properties panel to set the following values:
Source
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Select either a Property (default) or a list-type Report Definition as the data source. You cannot select a summary-type Report Definition. |
List/Group
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If you specified Property , select a Value List or Page List property. |
Applies To
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If you specified Report Definition , select the Applies To key part of the rule. |
Report Definition
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If you specified Report Definition , select the Report Name key part of the rule. |
General tab
Edit Mode | Choose from the displayed options:
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Depending on the mode you select, you will see a different array of the following fields: | |||||||||
Flow Action |
If you select Modal Dialog mode, the Flow Action field appears. Select or create the flow action that will provide the form for the modal dialog that appears when the user clicks on a row to edit it. |
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Allow Reordering checkbox |
Select to allow users to move objects higher or lower on the display by dragging and dropping individual rows. Depending on the properties of the objects the rows represent, rows may be moved above or below other rows, or dropped into a row that can receive them to become child entries of that row.
If you selected a Report Definition source, this checkbox is blank and cannot be selected. |
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Enable Sorting | Select to allow users to sort on any column in the grid. By default, every column is sorted. To disable, clear the checkbox. You can disable sorting for individual columns by clearing the Enable Sorting checkbox in a column's Cell Properties panel. Sorting is not available for columns containing Value Lists , Page Groups , images, or controls.
At runtime, a tool tip appears when the user hovers the cursor over the column header. The user can alternate the sort order (ascending/descending) by clicking the header. Sorting is performed on all rows in the grid. If paging is enabled and the user changes the sort order, the grid view returns to the first page. |
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Fixed Size | Select this option to specify the maximum height and width of the layout. This checkbox appears only if you specified a Width of px-fixed on the Grid Repeat Layout properties panel. Further fields appear:
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Open on double-click | If this checkbox is checked, when the user double-clicks on a row of data in the display, the related work object opens for editing in a work object gadget. If Process Commander cannot find the gadget, it opens the work object in a new tab or new window. Appears when Edit Mode is Read Only . |
Advanced tab
Right Click | Optional. Specify a the Name key part of a navigation rule that defines a context menu to appear when the user right-clicks a row in the grid. Such a menu can offer standard actions such as "Add After", "Delete", and so on. See About Navigation rules and Pega Developer Network article PRKB-26111 How to create context menus for grid layouts using navigation rules. |
ID | Optional: provide an identifier for this grid. Start with a letter, use no spaces, and include only alphanumeric characters, dashes, or underscores. |
Summary | Describe the data to be displayed. |
Refresh on Update | Appears if the Edit Mode is Modal Dialog . If this checkbox is checked, xxxxxxxxxxxxxxxxxxxxxxx |
Append Activity | Select or create an activity that runs when the user adds an entry. |
Delete Activity | Select or create an activity that runs when the user deletes an entry. |
Select a column in the repeating area and open its properties panel.
Width | Specify the column width of this column in pixels. You can also adjust the width of a column directly:
The unlabeled Use at Runtime checkbox to the right of the width field is enabled by default and cannot be edited. This forces the Width value to be used by the browser at runtime, even when data values in this column or in other columns would otherwise cause the browser to present a wider or narrower column. Data values may sometimes wrap or appear truncated. |
Enable Sorting | This checkbox appears only if the Enable Sorting checkbox is selected on the Repeat Grid panel. It is checked by default. Clear this checkbox to disable sorting on this column. |
Inline Style | Optionally, enter CSS code for an inline style for a cells in the column. For guided assistance in composing a style definition, click the magnifying glass icon () to open the Style Editor. You can select from predefined lists or type a style definition directly, and preview the results. |
Use Heading Styles | Select this option to display the cell values with the same style the column heading uses — changes the cell HTML element from <TD> to <TH>, with a resulting style change. |
Select a column header and open its properties panel.
Value | Enter the title for this column. |
Label For | Select the property that will be rendered in the header cell of this column. |
General tab
Visible | Select one of the available values. If you select Other Condition , a field appears where you can specify or select the When rule that checks whether the column is to be visible. |
Required | Check this option to make the values in this column required. |
Wrap Text | Select this option to force the text in this column to wrap to additional lines if it is longer than the width of the column. |
Read Only | This option is selected by default, to prevent edits to this field. You can refine this control by selecting or creating a when rule in the Read Only Condition field that appears when you select this option. |
Advanced tab
Width | Specify the width of the column in pixels. Provides the same control as the Width setting in the Column properties panel. |
Height | Specify the height of the cell in pixels. Provides the same control as the Height setting in the Row properties panel. |
Read-Write Style | Displays the stylesheet settings for this cell when editing is enabled. |
Read-Only Style | Displays the stylesheet settings for this cell when editing is disabled. |
Inline Style | Open the Style Editor panel for this cell to override the stylesheet settings with local values. |
Use Heading Styles checkbox | Select this option to display the cell values with the same style the column heading uses — changes the cell HTML element from <TD> to <TH>, with a resulting style change. |
Select either row in the repeating area and open its properties panel.
Height |
Optional. Enter a positive number for the height in pixels of this cell. (At runtime, normal browser processing for rendering tables determines the actual displayed height.) You can also adjust the height of a row directly:
The unlabeled Use at Runtime checkbox to the right of the width field is enabled by default and cannot be edited. This setting forces the Height value to be used by the browser at runtime, even when data values in this column or in other cells would otherwise cause the browser to present a taller or shorter column. |
Inline Style | Open the Style Editor panel for this cell to override the stylesheet settings with local values. |
Make Header? | Select it to display all the cell values in the row with the same style that the column heading uses. This is an alternative to individually selecting the Use Heading Styles checkbox for each column. This option is unchecked by default. |
Select a cell from the second row in the repeating area and open its properties panel.
Property |
Identify the property in the data source that the column in the repeating rows displays.
If the source is a Report Definition, the list contains Column Name properties defined in the rule. If there are joins in the report, property names appear as |
Control | To display the value in this cell using a Control rule (such as a checkbox for a Boolean value), select the rule to use. |
Behavior | Click the magnifying glass beside this field to display the Client Event Editor, where you can specify formatting conditions and actions for this field. See Implementing dynamic form actions and the Client Event Editor. |
General tab
Visible | Select one of the options presented. The default is Always. If you select Other Condition, the Condition field appears. Select or create the When rule that governs this cell's visibility. |
Required | Select this option to make this a required field if the user adds data to the display. |
Wrap Text | Select this option so long text entries in this field appear over multiple lines, rather than requiring a scrollbar. |
Read Only | Select this option to prevent edits to this field. You can refine this control by selecting or creating a When rule in the Read Only Condition field that appears when you select this option. |
Advanced tab
Width | Specify the width of the column in pixels. Provides the same control as the Width setting in the Column properties panel. |
Height | Specify the height of the cell in pixels. Provides the same control as the Height setting in the Row properties panel. |
Default Value | Specify a default value for this field. Click the magnifying glass beside it to display the Expression Builder, where you can select or create an expression to generate the default value. Leave the field blank if it does not require a default value. |
Read-Write Style | Displays the stylesheet settings for this cell when editing is enabled. |
Read-Only Style | Displays the stylesheet settings for this cell when editing is disabled. |
Inline Style | Open the Style Editor panel for this cell to override the stylesheet settings with local values. |
Use Heading Styles | Select this option to display the cell values with the same style the column heading uses — changes the cell HTML element from <TD> to <TH>, with a resulting style change. |
The delete icon appears at the right of the repeating row in this area, to indicate how and where it appears at runtime. Do not use it to attempt to remove cells or rows while editing the layout.
The Grid layout has two action areas, one at the top and one at the bottom of the display. You can use one or both.
If you use both, configure each action area separately.
Select Action Top or Action Bottom, then display the properties panel. Select a column header and open its properties panel.
Visible When: | Optional. If the action area is only visible under certain circumstances, select or create a when rule. |
General tab
This tab has no options.
Advanced tab
ID | Optional: provide an identifier for this grid, for JavaScript use. Start with a letter, use no spaces, and include only alphanumeric characters, dashes, or underscores. |
Select a column in one of the action areas and open its properties panel.
Width | Specify the column width in pixels.
Clear the Use at Runtime checkbox (unlabeled) next to the width field to allow the browser at runtime to determine the width of this column based on the size of the column contents and the size of other columns. The width may vary from use to use depending on the contents of this cell and other cells. (When cleared, the generated HTML for this column includes a <TD> element with no WIDTH= attribute.) The Width value is used as you view the rule form, but not at runtime. For example, clear this checkbox if the cell is to contain a section rule that may be wide in some situations and narrow in others. Select (default) the Use at Runtime checkbox to force the Width value to be used by the browser at runtime, even when data values in this column or in other columns would otherwise cause the browser to present a wider or narrower column. If checked, data values may sometimes wrap or appear truncated. |
Inline Style | Optionally, enter CSS code for an inline style for a cells in the column. For guided assistance in composing a style definition, click the magnifying glass icon () to open the Style Editor. You can select from predefined lists or type a style definition directly, and preview the results. |
Use Heading Styles checkbox | Select this option to display the cell values with the same style the column heading uses — changes the cell HTML element from <TD> to <TH>, with a resulting style change. |
Select the row in the top or bottom action area and open its properties panel.
Height |
Enter a positive number for the height in pixels of this cell. Clear the Use at Runtime checkbox (unlabeled) to allow the browser at runtime to determine the height of this row based on the size of the row contents and the size of other rows. The height may vary from use to use depending on the contents of this cell and other cells. (When cleared, the generated HTML for this column includes a <TD> element with no HEIGHT= attribute.) The Height value is used as you update the rule, but not at runtime. For example, clear this checkbox if the cell is to contain a section rule that may be tall in some situations and short in others. Select the Use at Runtime checkbox to force the Height value to be used by the browser at runtime, even when data values in this column or in other cells would otherwise cause the browser to present a taller or shorter column. |
Inline Style | Open the Style Editor panel for this cell to override the stylesheet settings with local values. |
Make Header? | Select it to display all the cell values in the row with the same style that the column heading uses. This is an alternative to individually selecting the Use Heading Styles checkbox for each column. This option is unchecked by default. |
Drag a button into an action cell a button, icon, smart prompt field, paging gadget, or any other section rule that is appropriate to the display and function of your data. Configure the section rule's properties by selecting it and then displaying the properties panel. For buttons, see Tree, Grid, and Tree Grid layouts — Adding a button.
The Grid layout shares options with the TreeGrid and Tree layouts. The Branding wizard presents these options; you can have one set of options apply to all three layout types, or specify options for each layout separately.