The “Appearance” section provides options that control how the items in the Sub Grid appear to the user. Review the items below for all the options available.
Icon Filename
This is the icon that represents the List contained in the Sub-Grid. The image file must be stored within Flex ImageList Library.
For the base Flex lists and components, these icons are already stored in the ImageList and follow a standard file name format. (Refer to the “Image List” section for further information on adding new images.)
The file name format used for Sub-Grid icon image files is: [ListName]large.png
If you have created a new list and need a new icon, let us know by contacting support@lookout-software.com.
Number of items to Show
This property specifies the default number of items (rows) that appear in the Sub-Grid. If there are more items to show, they can be displayed by selecting the “Show All” link.
If this optional setting is left blank, the Advanced Settings entry (default: 5) is applied. Either change the Setting to something more appropriate to your situation or set each Sub-Grid individually.
To speed up the opening of a collapsed Sub-Grid, click “Show All” (A) rather than “Show” (B)
Note: Do not set the Sub-Grid property to “0” because it will disable this feature and show the text as a blob.
Maximum Characters Per Column
This property sets the maximum number of characters within a Sub-Grid column. It can be used to keep the grid size down when a column has too many characters to display properly. To view contents of columns that have had their text restricted, use the Data Viewer.
If this optional setting is left blank, the Advanced Settings entry (default: 40) is applied. Either change the Setting to something more appropriate to your situation or set the property for each Sub-Grid individually.
Overall Grid Width
The standard page size is 930 pixels which is also the default for this Setting. If you want to display a wider grid, you can increase this number as needed.
Collapse Grid by Default
For certain types of data, it makes more sense to keep the Grid collapsed. When a user wants information from the Sub-Grid they can expand it using the options to “show”:
If, for example, you tend to have a large number of contacts for each Account you may wish to set the default property for the Sub-Grid to be in a collapsed state rather than display ALL items. If your business has only a few Contacts, however, it would be more reasonable to show all.
Render Using HTML
The Sub-Grid will normally remove any HTML characters before displaying - if this option is checked, HTML characters will be displayed (in multiline text columns only).
This is primarily used within the Interactions cell “Details” which may be copied from an email.
Note: Using this property will cause the Sub-Grid to ignore the above Max Characters Per Column and may increase the page size.
Highlight High Priority Tasks
This property applies to Tasks Sub-Grids only. If checked, Tasks that have their ‘Priority’ Column set to ‘(1) High Priority’* will be highlighted.
*These are default values and can be specified on a site-wide basis via the Advanced Settings “TasksPriorityField” and “TasksPriorityTextSearch”. Additionally, the default colours are black for the foreground and light pink for the background. (refer to the “Highlight High Priority Tasks” section of this Guide for further information.)
Highlight Overdue Tasks
This feature works similarly to the highlighting of “High” Priority Tasks in the section above. Task records that have a “Due Date” in the past and do not have a “Completed” status will be highlighted as per the colours specified in the Advanced Settings.
Note: If a Task is both overdue and has a Priority of “High” the colour scheme for High Priority will take precedence.
Sub-Grid Styling
There are two ways to style Sub-Grids. The new easy and efficient way (for those knowledgable in CSS) you can find the instructions here - Custom Page Styles instructions, (preferred method). Otherwise, the directions below can be used.
These two properties set the colours for the header text and background colour in the header and summary bar (bottom) of the Sub-Grid. If not specified, the grid uses the colours from FlexDisplayFormFields web part.
Enter a standard Sharepoint colour, or a valid HEX value. Using the example above (Black: #000000 and Light Gray: #DFDFDF) would render the following result:
There are many online references that display HEX colour values such as www.colourpicker.com. Some frequently used colour codes are shown below for your reference:
Black #000000Grey #7F7F7FNavy #000016Blue #1C4269
If you change the color system of your Site it may be the default colors of the Sub-Grid make reading difficult. These settings will change the color across your entire site, saving a lot of time from going to each Sub-Grid to change the individual Header background and foreground colors. (Feature released September 2015.)
Setting Name: SubGridTopHeaderForegroundColor
Setting Value: HTML/HEX color codes
Setting Name: SubGridtopHeaderBackgroundColor
Setting Value: HTML/HEX color codes
Note: These settings are only required if you would like to change the header colors across your entire Flex site as opposed to changing each Sub-Grid.
You can add these settings to be the default colors and then override them at the individual Sub-Grid level if preferred.