Maintaining a Scrollable Grid for an Agency View
In this Topic
The Agency View Scrollable Grid Summary enables you to determine the contents of a worksheet or grid control, including modifiable fields, read-only fields, and select modal windows. You can specify the placement and type of user interface element for each field, such as a text box, text field, or auto-complete field. Scrollable grid controls have the same features as other worksheets in the system, except scrollable grid controls in agency views do not include a search field, advanced filters, or quick sort on columns (see Working with Worksheets).
To access the summary, navigate to the Agency View Summary, and then select Open from the Actions menu on the scrollable grid control row.
At the top of the Agency View Scrollable Grid Summary, you can select or clear the Rows can be added and Rows can be deleted check boxes. These settings determine whether users are able to add new records and delete records on the worksheet when it is displayed in the agency view.
The Fields section lists rows of fields that the user can modify on the scrollable grid when the agency view is rendered. When a user modifies the value in an Autocomplete field on the agency view, the system automatically displays values in any associated DependentText fields based on the user's selection in the Autocomplete field (see Maintaining an Auto-Complete Field for an Agency View and Maintaining a Dependent Text Field for an Agency View Scrollable Grid). A scrollable grid is the only type of agency view control that can contain DependentText fields. One Autocomplete field can have multiple associated DependentText fields.
Each row includes an Actions button and values in these fields:
Click in a field and add, change, or delete information as needed.
To add a new field to the scrollable grid control, click the New button. The system adds a new blank row to the list in the Fields section. To save a new field row, you must enter values in each required field.
Note: The RadioButton field type is not available for use on scrollable grid controls.
Field names entered in the Source field must be formatted as Entity.FieldName. If the scrollable grid control is based on an agency entity rather than a system entity (as indicated by a value in the Agency Entity ID field rather than the Entity ID field on the Agency View Summary), you can specify a field from the agency entity's parent by formatting the field name as ParentEntity.FieldName.
To delete a field from the list, select Delete from the Actions menu on the field's row. To reverse the delete action, click the Undo button.
When you are finished making changes, click the Save button. The system displays a message to confirm that your changes were saved in the database.
To view or change conditional display settings for a field, select Conditions from the Actions menu on the field's row. The system takes you to the Agency View Detail Conditions Summary for the selected field. For more information, see Maintaining Display Conditions for an Agency View Field.
To view or change additional information or settings for a field, select Open from the Actions menu on the field's row. The system takes you to the summary component for that type of field. For more information, see one of the following as appropriate:
Maintaining an Auto-Complete Field for an Agency View
Maintaining a Check Box for an Agency View
Maintaining a Date Picker Field for an Agency View
Maintaining a Dependent Text Field for an Agency View
Maintaining a Text Field for an Agency View
Maintaining a Text Area for an Agency View
Maintaining a Text Box for an Agency View
Adding a Select Modal to a Scrollable Grid
If you want to add a select modal to a scrollable grid in an agency view, you can enter information in the Select Modal section in the lower portion of the Agency View Scrollable Grid Summary.
You can select or clear the Select Rows from Modal and Multi-Select check boxes. These settings determine whether users are able to select one or more rows from the modal window and then save the selected values on the worksheet. If you enable selection or multi-selection, you must also configure the scrollable grid control with fields that can store the selected values.
You can enter information in these fields:
You must enter a value in either the Entity ID field or the Agency Entity ID field, but not both.
For information about using a Where Clause to create a query in the Search Filters field, refer to the System Administration Customization Guide, included in the web-based AASHTOWare Project installation package.
The Fields to Search/Display section lists rows for each field displayed in the modal window. You can view or change information in these fields:
Click in a field and add, change, or delete information as needed.
To add a new field to the modal window, enter information in the blank row at the bottom of the list.
In the Source and Destination Field boxes, field names must be formatted as Entity.FieldName. If the select modal is based on an agency entity rather than a system entity, you can specify a field from the agency entity's parent by formatting the field name as ParentEntity.FieldName.
To remove a field from the modal window, click the Mark for Deletion button at the end of the field's row. To reverse the delete action, click the Undo button.
When you are finished making changes, click the Save button. The system displays a message to confirm that your changes were saved in the database.
