Datagrids Introduction

Datagrids are interactive table views that display Object data in a structured grid format. They provide filtering, sorting, grouping, and action capabilities for managing records efficiently.

What are Datagrids?

Datagrids are visual components that:

Display Object Data: Show records from an Object in a table format
Enable Filtering: Filter records using quick filters and advanced filters
Support Grouping: Group records by fields for better organization
Provide Actions: Execute actions on records (forms, flows, downloads)
Enable Drill-Down: Navigate to related data through drill-down links

Key Features

Field Selection

Choose which fields from the Object to display in the grid. Fields can be:

Regular Object fields
Formula fields (calculated expressions)

Filtering

Filter records using:

Quick Filters: Common filters displayed above the grid
Advanced Filters: Complex filter conditions
Soft Deleted Records: Option to include or exclude deleted records

Grouping

Group records by one or more fields to organize data hierarchically.

Actions

Configure actions that can be triggered from the grid:

Header Actions: Actions available at the grid level (Type: HEADER)
Row Actions: Actions available for each row (Type: ROW)

Action Types:

FORM: Open a form for creating or editing records
FLOW: Trigger a workflow with the selected record
FLOW_CHAIN: Execute a flow chain
DOWNLOAD: Download data or files

Drill-Down

Configure drill-down links to navigate to related pages or detailed views when clicking on specific columns.

Sorting

Define default sort order for the grid using order by fields.

Datagrid Configuration

Each datagrid includes:

Name: Unique identifier for the datagrid
Description: Optional description
Object: The Object whose data is displayed
Fields: Selected fields to display
Filters: Filter configurations
Actions: Grid and row actions
Directory: Optional folder for organization

Using Datagrids

Datagrids can be:

Embedded in Pages: Added as widgets to dashboard pages
Standalone Views: Accessed directly for data management
Action Targets: Used as destinations for workflow actions

Getting Started

Creating Datagrids: Learn how to create datagrids with fields, filters, and grouping
Configuring Actions: Configure actions, drill-down, and general settings
Use in Pages: Embed datagrids in dashboard pages as widgets

Creating Datagrids - Step-by-step guide to creating datagrids
Objects Introduction - Understand the data models displayed in datagrids
Workflows Introduction - Learn about workflows triggered from datagrid actions

Datagrids Introduction

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