Configuring general grid page settings

General grid page settings define various features that can be switched on and off for a grid page as well as its certain characteristics. These general settings are configured through page permissions when you are creating or editing an existing grid page. This makes it possible to configure portal grid  pages in such a way that portal members will have access only to page features, which are allowed for the member group they are assigned to. You can have several sets of permissions and each set may have its own general page settings.

General page settings are different depending on the type of the page where you configure them.

When you are creating or editing a grid page (a page with the icon), and set up its permissions, you can configure the following general settings per permission set (a set of permissions for all or a combination of portal member groups):

  1. In the grid page settings, on the Permissions tab, under Member group permissions, select the icon to create a new permission set.
  2. Under Member group, select one or several member groups, for which the general page settings below will be applicable. Alternatively, you can select the ~All~ check box to have the settings below applicable for all member groups (without the necessity to select every member group's check box) or select the Member Group check box to have all member groups selected at once.

      Note

    Member groups that you select here are common for three types of member group permissions settings: field visibility, general page settings, and toolbar commands. Therefore, the first two steps are performed only once for these three types of permission settings. 

  3. After you have specified the member group(s), under Settings, configure page settings that will be applicable for the specified member groups:

    You can configure the following general grid page settings:
    1. Reorderable - Use this switch to turn on or off the ability to rearrange columns on a grid page for portal members that belong to the specified member groups in this permission set.
    2. Sortable - Use this switch to turn on or off the ability to sort records by column in the ascending or descending order.
    3. Quantity of records on page - Specifies the maximum number of records that will be shown on one page of the grid. If you leave this field empty, the default quantity will be used: up to 20 records per page.
    4. Hide title - Use this switch to hide or make visible again the title of the page.
    5. Hide column header - Use this switch to hide or make visible again the column header, which displays the field captions, on the page.
    6. Hide grid header - Use this switch to hide or make visible again the grid header, which contains the action toolbar, grid title, subtitle, and quick search.
    7. Hide page number - Use this switch to hide or make visible again the current page number, which is displayed below the grid among the page navigation controls.
    8. Hide grid statistics - Use this switch to hide or make visible again information about the total number of records on the grid as well as the number of records currently displayed on the grid, which is displayed in the bottom right corner of the grid.
    9. Hide navigation buttons - Use this switch to hide or make visible again the navigation buttons, which provide the ability to switch between pages on the grid.
    10. Hide save view button - Use this switch to hide or make visible again the action that allows the portal member to save the current view (after it has been personalized) as well as select a previously saved view or switch back to the default view.
    11. Compact mode - Use this switch if you want the columns to be displayed in the compact mode, in which the actions that are available directly on the lines are not displayed until you use the drop-down menu on the line.
    12. Enable grouping - Use this switch to enable or disable the ability to group data by column.
    13. Sort by field - Use this setting to apply sorting to grid records by value in a specific field(s). You can set up more than one field the value of which will be used to sort records by. If this setting is not used, by default the records are sorted by the updated field value.

      Select the  icon to add a new field to sort records by.
      1. Field - Specifies the field, the value of which will be used to sort data on the grid by default.
      2. Direction - Specifies the direction that will be applied to the sorting.:
        1. [blank] - The sorting is not applied by value of this field.
        2. Ascending - Records will be sorted in the ascending order, from the lowest value to the highest one.
        3. Descending - Records will be sorted in the ascending order, from the lowest value to the highest one.
    14. Hide footer - Use this switch to hide or make visible again the footer of the grid.
    15. Infinite scrolling - Specifies that page records are loaded continuously as you scroll down the grid. If this is disabled and you scroll to the end of a grid page, you need to navigate to the next page to see other records.
  4. Optionally, you can create another permission set for general page settings (which also includes field visibility and toolbar commands permissions), by selecting the icon under Member groups permissions and repeating steps 2 and 3.

Whenever you change settings for page, select Save and publish to save the changes and publish them on the front end. Optionally, you can select Preview to preview how the page will look like in the front end.