Design Dynamic Grids

Designing a grid is much like adding columns to a spreadsheet. It is a process of creating new fields or applying previously used fields that are presented to the user in a process instance.

Once a dynamic grid is created it may be added to a process. For more information, see the Add Dynamic Grids to a Process.

Add Fields

Create new custom fields or choose from previously used fields to add to the dynamic grid.

  1. Go to the dynamic grid you wish to add the fields to.
  2. In the Design Grid section, click the Add button and select New Field. The Add Custom Field page is displayed with a 3-step wizard.

    For instructions, see Add Document Custom Fields. You can also view a description of the fields and buttons located on each step of the Add Custom Field wizard on the Add/Edit Custom Field page.

  3. Select the data type of the new field and click Next. The Custom Field Details step of the wizard is displayed.
  4. In the Field Label field, enter the name of the custom field.
  5. Enter or select additional custom field details as required and click Next. The Field Summary step of the wizard is displayed.
  6. Preview the custom field and verify that the details are correct.
  7. Click Save to add the field and exit the wizard.
    —Or—
    Click Save & Add to repeat the process and add more custom fields.
  1. Go to the dynamic grid you wish to add the fields to.
  2. In the Design Grid section, click the Add button and select Existing Field. The Select Existing Field(s) window is displayed.
  3. Select the check box beside one or more fields to add them to the grid.

    4. The list of existing fields display fields that were previously used in a grid. This is a time-saver if you are simply looking to re-use a previously created field.

  4. Click Save. The selected field(s) are added to the design grid.
  5. Click Save to save changes to the dynamic grid.

Edit the Dynamic Grid Layout

You can change the layout of the dynamic grid by reordering the columns or by resizing them.

If the dynamic grid you are editing is currently used in any process layouts, any changes to it will be applied to all instances of the grid.

  1. Go to the dynamic grid you wish to add the fields to.
  2. In the Design Grid section, click Edit Layout

    3. The Edit Layout popup window is displayed.

  3. To change the order of the columns, click on column headers and drag them to the desired location.
  4. To resize a column, click on the right side of the column header and drag it to the desired width.
  5. Click Apply to save changes to the layout.
  6. Click Save to retain changes to the dynamic grid.

Apply Grouping and Aggregate Functions

While designing the dynamic grid, you can apply grouping and aggregate functions to the column names.

  1. Go to the dynamic grid you wish to edit.
  2. In the Design Grid section, select the Allow Grouping check box beside a dynamic grid column name to allow users to group by that column when viewing or adding items to the grid.
  3. Choose an aggregate function from the drop-down list in the Aggregate column to apply it to the dynamic grid column's values.

    Use the Percent Total aggregate function in combination with grouping to reflect the total values accurately.

  4. Click Save to retain changes to the dynamic grid.