Harness and Section forms - Configuring a record editor section

After adding a pxRecordsEditor section, you can change the display of the record editor section and enable the search, import, and export capabilities of the editor.

  1. Click the View properties icon for the section to display the Cell Properties panel.

  2. >

    Complete the General tab.

    • Ensure that the Section list has the value By name and the field next to the list has the value pxRecordsEditor.

    • From the Page Context list, select the page context for the section.

    • In the Refresh Condition field, enter a simple expression based on the comparison of a pair of constants, properties, or both, combined by Boolean operators.

    • In the Visibility field, select a value to control the visibility of the container.

    • In the Caption field, click Label or Header to add a caption for the section.

  3. >

    Complete the Presentation tab.

    • From the Edit Options list, select an edit mode for this control. This edit mode takes precedence over section and harness settings.

    • In the Advanced Options section, enter the desired cell width and height in pixels.

      Instead of creating a new custom format in the skin, you can adjust elements in a cell by applying Cascading Style Sheet (CSS) helper classes. For example, you can use a CSS helper class to center an element in a cell or to double the standard right margin for the element.
      • Cell read-write classes – Click the Open helper class picker icon to specify one or more CSS helper classes to apply to this cell when the form is displayed in read-write mode. You can enter several helper classes, separated by a space. Alternatively, you can enter the name of a custom style to apply to this cell.
      • Cell read-only classes – Click the Open helper class picker icon to specify one or more CSS helper classes to apply to this cell when the form is displayed in read-only mode. You can enter several helper classes, separated by a space. Alternatively, you can enter the name of a custom style to apply to this cell.
      • Inline style (not for production use) – You can use this field to define an inline style by entering CSS code. However, entering an inline style results in a guardrail warning. For maintainability and reuse, the recommended approach is to use read-write or read-only classes.
      For more information, see CSS helper classes.
  4. >

    Complete the Parameters tab.

    • In the Data Source Class Name field, enter the class name of the data type for which you want to modify records in this section.

    • In the Report definition Name field, enter the name of the report definition rule that you want to use to fetch the data for this section. You can also create a report definition by clicking the Open icon.

      You cannot add summarized reports in this field.

    • Optional. In the Report Page Name field, enter the name of the top-level page for the virtual report definition that you want to use to fetch the data for this section. The page must be of class Rule-Obj-Report-Definition and contain the metadata of a valid report definition rule.

      If you enter values for both the Report Page Name and Report definition name fields, the system uses the value of the Report Page Name field to populate the data for this section.

      Tip: You can use this field to distinguish between multiple record editor sections in the same harness or to enable users to update the virtual report definition at run time.
    • Optional. Select Show Export Import if you want to allow the import and export of data in this section by using .csv files.

    • Optional. Select Show Search if you want to search for data in this section at run time. You can customize the search index. For more information about search indexes, see Rebuilding a search index.

    • Optional. This option is displayed when Show Search is selected. Select Use full text search to configure your application's record editor to use Elasticsearch.

    • Optional. Select Hide the add option to make the Add record button in your record editor unavailable. The Add record button is always hidden for work records regardless of what is selected here.

    • Optional. Select Hide the delete option to make the delete button for each row in your record editor unavailable. The Delete button is always hidden for work records regardless of what is selected here.