Online Help | Desktop App

Customize Table window

The Customize Table window allows you to customize the table displayed on the Table or Latest Activities widget of the dashboard.

To access this window, click Customize when creating or modifying the widget using the Table Widget Properties window or Latest Activities Widget Properties window.

The Customize Table window has the following tabs:

  • Fields - allows you to customize the set of record fields that are displayed as table columns and manage the sort order of table records.

  • Advanced Filter (for the Table widget only) - allows you to configure filtering of table records.

  • Conditional Formatting - allows you to format certain table records with specific colors and fonts.

Fields tab

The Fields tab allows you to customize the set of record fields that are displayed as table columns and manage the sorting order of table records.

NOTE: For the Table widget, the set of record fields displayed within both the Available Fields and Show These Fields panes depends on Alloy Navigator Express object class, which was selected for the table. For details, see description of the Table Widget Properties window.

  • Available Fields pane - lists record fields that are not displayed in the table.

  • Show These Fields pane - lists record fields that are displayed as columns of the table. The order of fields corresponds to the order of table columns.

  • Add - adds the field selected in the Available Fields pane to the list of table columns displayed in the Show These Fields pane.

  • Remove - removes the column selected in the Show These Fields pane from the table.

  • Add All - adds all fields from the Available Fields pane to the list of table columns displayed in the Show These Fields pane.

  • Remove All - removes all columns from the table and clears the Show These Fields pane. You will need to add at least one column to the table before you are allowed to apply the changes.

  • Move Up - allows you to change the order of columns by moving the column selected in the Show This Fields pane up in this order.

  • Move Down - allows you to change the order of columns by moving the column selected in the Show This Fields pane down in this order.

  • Sorting section - allows you to select the record field by which the records will be sorted at their retrieval from the database and choose the sort order (either ascending or descending).

Advanced Filter tab (for the Table widget)

The Advanced Filter tab allows you to configure filtering of table records at their retrieval from the database.

The Advanced Filter tab can be shown in one of the following modes:

Conditional Formatting tab

This tab allows you to highlight records with different background colors based on custom conditions. As an alternative or in addition to background color, records can be highlighted by text formatting such as font style, font color, size, etc.

You set up highlighting by defining conditional formatting rules. A rule consists of a highlighting condition, a highlighting format (background color and/or text properties) and a highlighting scope (row, column or first column). Conditional Formatting rules are listed on this tab. If a record satisfies a condition, it is highlighted using the format defined in the rule. If a record satisfies the condition of two or more rules, it is highlighted in accordance with the first (uppermost) rule in the list.

You can manage conditional formatting rules using the following buttons:

  • Add - allows you to create a new rule and opens an empty Conditional Formatting Rule window.

  • Edit - opens the selected rule in the Conditional Formatting Rule window so that you can modify it.

  • Copy - creates a copy of the selected rule and opens the Conditional Formatting Rule window so that you can modify it.

  • Move Up - moves the selected rule one position up in the table, thereby changing its priority.

  • Move Down - moves the selected rule one position down in the table, thereby changing its priority.

  • Delete - removes the selected rule.

Related Information:

Highlighting records

Conditional Formatting Rule window

The Conditional Formatting Rule window allows you to create a new rule or modify an existing one. A rule consists of a condition and a format: background color and/or text properties.

The window contains the following controls and sections:

  • Name - the rule name (must be unique within the conditional formatting rules).

  • Enabled - enables the rule.

  • Apply to - allows you to select the scope for conditional formatting (Row, First column or Column.

  • Condition section - allows you to set up the condition in either of two modes:

The condition can include a series of child conditions. Conditions can be combined in groups; the groups can also include nested groups of child conditions. You can create a new rule as follows:

        • Add Condition - creates a new condition.

        • Add Group - creates a new group.

        • Clear All - removes all existing conditions and groups.

        • Clear All - removes all existing conditions and groups.

        • Delete Row - removes the selected condition or group.

        • Move Up / Down - moves the selected condition or group up or down.

Subcondition rows - display single conditions. Each condition consists of the field to be compared, a comparison operator and, if the operator requires so, field value(s) to compare with. If the comparison operator is either "like" or "not like", in the value you can use the wildcards: "_" representing any single character or "%" representing any sequence of characters. To define the value, you can also use the following placeholders: <Current User>, <Current User Organization>, and <Current User Location>, which will be replaced with the values of the Full Name, Organization, and Location fields, correspondingly, from the current user’s Person record.

Group rows - link the conditions and groups included in the group and display the conjunctive logical operator (AND, OR, NOT AND, or NOT OR) that connects all conditions and groups within the current group.

      • Switch to SQL Mode - changes to the SQL mode (recommended for advanced SQL users only).

    • SQL Mode - allows you to directly specify the SQL WHERE clause. This mode is recommended for advanced SQL users only.

      • Your SQL WHERE clause can include the following placeholders: <Current User>, <Current User Organization>, and <Current User Location>. Before the filter is applied, the placeholders will be automatically replaced with the respective data from the Full Name, Organization, and Location fields of the current user’s Person record.

      • Switch to Design Mode - changes to the Design mode. However, all the data entered in the SQL Mode will be lost.

  • Apply Style section - allows you to define the background color for the records that satisfy the rule condition. As an alternative or in addition to background color, you can specify font formatting for those records.

    • Background color - allows you to select the desired color from the drop-down list. Alternatively, you can click the ellipsis button and select one of standard colors or define a custom one using the Color window.

    • Text color - allows you to select the desired color from the drop-down list. Alternatively, you can click the ellipsis button and select one of standard colors or define a custom one using the Color window.

    • Font name - allows you to select the desired font name from the drop-down list.

    • Font size - allows you to specify the desired size in the field.

    • Font style - allows you to specify the desired font style characteristics using the Bold, Italic, Strikeout and Underline check boxes.

      NOTE: If you want to exclude any of the styles from conditional formatting, clear its check box.

    • Example- shows how the records with the specified formatting will appear in the grid.

Related Information:

Highlighting records