Grid

Use the Grid widget to display a list of records that you can select, sort, filter, or otherwise manipulate. You can also add conditional formatting to an Grid widget.

Grid widget properties

Use this property To do this
General tab
Name Provide an internal name for the widget.
Connection Name

Specify a connection to a data source.

The System connection lets you access system elements like logs and histories.
Scope Type Make the connection public or specify a named session.
Title Provide a title for the Grid widget. If necessary, adjust the appearance of the title.
Title Bar Visibility

Specify the visibility of the widget title bar. Choose one of the following:

  • Above
  • Overlay
  • Hidden (outside Designer only)
Context Sensitivity Specify the context sensitivity. Choose from the following:
  • None
  • Receives Context
  • Provides Context
  • Custom

If receiving context, the records in the grid are filtered according.

Context is provided on the selection(s) made on the grid.

To specify context sensitivity options, click to access the context sensitivity properties.
Tile tab
Tile section  
Background Color Specify the background color of the widget.
Text Color Specify the color of text in the widget title.
Show Shadow Display a shadow on the widget.
Show Title Row Border Display borders around the title row of the widget.
Font Size Specify the font size for the widget title.
Font Preview Shows you how your font selections will affect the widget title.
Bold Display the widget title text in bold.
Italic Display the widget title text in italics.
Style tab
Column Headers section  
Background Color Specify the background color of the column headers.
Text Color Specify the color of the column header text.
Font Size Specify the font size for the column header text.
Font Preview Shows you how your font selections will affect the column header text.
Bold Display the column header text in bold.
Italic Display the column header text in italics.
General section  
Show alternate row color Select the checkbox if you want the grid to display rows in alternating colors.
Show column lines Select the checkbox to display lines between columns.
Show row lines Select the checkbox to display lines between rows.
Show grid borders Display borders around the grid edges and cells.
Display Boolean as switch Display Boolean column values as a toggle switch. This is not available when the field allows NULL values.
Show scroll bar Scroll bars are displayed even if the grid contains very few rows. Uncheck this checkbox to hide the vertical scroll bar in the grid. The grid will still scroll for users. This is useful for conserving space on wide grids.
Highlight row on hover Uncheck the checkbox to prevent rows from being highlighted when the user hovers over them.
Text color Specify the color of text in the grid.
Font Size Specify the size of text in the grid.
Font Preview Shows you how your font selections will affect the text in the grid.
Bold Display the grid text in bold.
Italic Display the grid text in italics.
Horizontal Alignment Select whether to position the grid text to the left, middle, or right of the cell.
Columns tab
Add Statement Specify a column to display.
  1. Click Add Statement.

    A blank statement is displayed.

  2. Continue to construct the query as necessary. See Statement Editor Functions for a list of available functions.
  3. To allow the app user to update the field value, click Make Editable or Read-only.
  4. Specify the column properties.
Add Table Columns Specify multiple columns to display.
  1. Click Add Table Columns.

    The Select A Table And Columns dialog box is displayed.

  2. In the Select a table list, choose the table with the columns that you want to include.

    The columns in the table are listed. By default, all of the columns are selected for inclusion.

  3. Clear the check box for any column that you don't want to include in the grid.
  4. Click OK.

    The specified columns are listed in the statement editor.

  5. To allow the app user to update the field value, click Make Editable or Read-only.
  6. Specify the column properties.
Key Columns

Specify columns to function as key fields.

  1. Click Key Columns.

    The Select Key Columns dialog box is displayed. All of the columns in the grid are listed.

  2. Select the check box for each column that you want to function as a key field.
  3. Click OK.
Hidden Columns

Prevent the display of columns in the grid. This enables you to use columns to provide context without having to display the columns in the grid.

For example, consider a grid with three columns, Location Name, Location Latitude, and Location Longitude. You can configure the grid to display only the Location Name column, and still include the other columns for the purpose of providing context to another widget, such as a map.
  1. Click Hidden Columns.

    The Select Hidden Columns dialog box is displayed. All of the columns in the grid are listed.

  2. Select the check box for each column that you want to hide.
  3. Click OK.
Context Columns

Specify columns to function as context providers.

  1. Click Context Columns.

    The Select Context Columns dialog box is displayed. All of the columns in the grid are listed.

  2. Select the check box for each column that you want to provide context.
  3. Click OK.
Template tab
Template To Use For Edit In Excel

Select an Excel template to use when displaying the grid, or upload one by clicking Upload Excel Template and selecting an existing template. For more information, see Setting up Excel templates.

Please note that the Edit in Excel plug-in is limited to 100,000 rows.
Selected Sheet to Use If there are multiple worksheets in the template file, select the worksheet to use as a template.
Options > Editing tab
Allow Adding and Deleting of Rows To prevent users from adding and deleting of rows, uncheck this check box.
Refresh Automatically After Data Is Saved Select this to refresh the grid automatically after data is saved.
Row Is Editable If Specify that rows are editable under specified conditions.
  1. Click .

    A blank field is displayed.

  2. Construct the query as necessary. See Statement Editor Functions for a list of available functions.
Options > Other tab
Single-Selection Mode Select the check box to enable single-selection mode.
Allow Grouping Select the check box to allow grouping in the grid.
Auto-width Columns Select the check box to automatically adjust column width to match the data.
Distinct Records Select the check box to show distinct rows.
K/M/B Summarization (Default) Select to display large numbers in summarized format.
Show Pager Select the check box to display the paging navigator.
Enable Editing Database Views With Triggers Select the check box to enable. If the data source is a SQL view with triggers, this setting enables those triggers to activate after the update of the data in a grid. This setting is not recommended unless directed by Coupa.
Keep Original Column Name Format Select the check box to keep the original column names when exporting to Microsoft Excel.
Recalculate Data Summaries While Editing Select this check box to update summaries as you change data.
Allow Column Filtering Selected by default. Uncheck this check box to disable viewers' ability to filter columns.
Allow Column Sorting Selected by default. Uncheck this check box to disable viewers' ability to sort columns.
Advanced tab
Conditions Specify any conditions that must be met to return a value.
  1. Click Add Statement.

    A blank statement is displayed.

  2. Construct the query as necessary. See Statement Editor Functions for a list of available functions.
Sort By Filter the data to further narrow the scope of the query.
  1. Click Add Statement.

    A blank statement is displayed.

  2. Construct the query as necessary. See Statement Editor Functions for a list of available functions.
  3. Click Sort Ascending or Descending to adjust the order of displayed records.
Only The First __ Records Specify to select only a specified number of records with the highest values.
Pivot Result Set Display the grid as a pivot table.
Index Of Field to Spread Over Columns Specify the number of the field that you want to use to generate column headers in the pivot table.

Grid fields are numbered according to their descending order on the Columns tab in the Grid Properties dialog box.
Index Of Field to Aggregate Specify the number of the field to process with the aggregate function.

Grid fields are numbered according to their descending order on the Columns tab in the Grid Properties dialog box.
Aggregation Function

Select a function to apply to numerical values grouped by a pivot. Choose from the following:

  • Average() — the average of the values in the record group.
  • Count() — the total number of records in the record group.
  • Maximum() — the highest value in the record group.
  • Minimum() — the lowest value in the record group.
  • Sum() — the sum of the values in the record group.
Button Visibility tab
Refresh

Show or hide the Refresh button on the widget toolbar.
Add Row Show or hide the Add Row button on the widget toolbar.
Delete Selected Rows Show or hide the Delete Selected Rows button on the widget toolbar.
Export Show or hide the Export button on the widget toolbar.
Edit in Excel Show or hide the Edit in Excel button on the widget toolbar.
Column Chooser Show or hide the Column Chooser button on the widget toolbar.
Bulk Update Show or hide the Bulk Update button on the widget toolbar.
Filter Show or hide the Filter button on the widget toolbar.
Search Show or hide the Search button on the widget toolbar.
Save Changes Show or hide the Save Changes button on the widget toolbar.
Revert Changes Show or hide the Revert Changes button on the widget toolbar.
Events tab
Add Event Handler Add events to the widget.
  1. For When/On, specify when you want the event to occur.
  2. For Then, specify the action that you want to occur.

Last modified: Friday May 12, 2023

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