Article Content
Overview
A data grid is a data visualization that displays object data in a spreadsheet-style format. Users accessing a data grid through an activity view can sort, filter, edit data, show or hide columns, click through pages, and adjust column width or the number of rows displayed per page.
User Account Requirements
The user account you use to log into Resolver must have Administrator permissions.
Related Information/Setup
Please refer to the Data Grid Overview article for more information on data grids.
For more information on accessing the data grid as an end-user, please refer to the Viewing a Data Grid article.
For more information on activity views, please refer to the Views Overview article.
Navigation
- From the Home screen, click the Administration icon.
Administration Icon
- From the Administrator settings menu, click the Admin Overview link.
Admin Overview Link
- From the Admin Overview screen, click the Applications tile under the Application Management section.
Applications Tile
- From the Admin: Applications screen, click an application with the activity you'd like to edit.
Admin: Applications Screen
From the Admin: Edit Application screen, click an activity that you want to add a view to.
Admin: Edit Application Screen
From the Admin: Edit Activity screen, click the Add View button under the Views section.
Add View Button
Creating a Data Grid View
- In the Name field, enter the name of the view. The name will appear as a header below the activity view.
Name Field
- (Optional): In the Description field, enter a description, which appears when a user has opened the activity view.
Description Field
- (Optional): In the Basic Markdown Formatting section, you can apply Markdown formatting to the text. Click the Expand icon to view popular formatting styles.
Basic Markdown Formatting Section
- From the Object Type or Assessment dropdown menu, select an object type or assessment to specify which objects will be available in the activity view.
Object Type or Assessment Dropdown
- From the Workflow States dropdown menu, select one or more assessment or object type states to specify which objects or instances will be displayed based on their current states. Workflow state options are based on the option selected in the Object Type or Assessment dropdown.
Workflow States Dropdown
- From the View Action dropdown menu, select Data Grid.
View Action Dropdown
- From the Define Data Grid to Show dropdown menu, select a previously created data export to display.
Define Data Grid to Show Dropdown
- From the Display Options dropdown menu, select one of the following display options:
- Show view title when empty: Shows the activity view's activity title when the view has no data to display.
- Hide view title when empty: Hides the activity view's activity title when the view has no data to display.
Display Options Dropdown
- From the Max Items Per Page dropdown menu, select how many items you'd like shown per page, with options for 10, 30, 50, or 100 items.
Max Items Per Page Dropdown
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From the Sorting Options dropdown menu, select from Created On, Modified On, Name, Unique ID.
Users can select whether to sort an activity view by Ascending or Descending by selecting a corresponding radio button. By default, the sorting option is set to ascending.
Sorting Options Dropdown
- Click the Create button to add the activity view.
Create Button