Harness and Section forms - Configuring a record editor section

After adding a pxRecordsEditor section, you can change the display of the record editor section and enable the search, import, and export capabilities of the editor.

  1. Click the View properties icon for the section to display the Cell Properties panel.
  2. Complete the General tab by performing the following actions:
    1. Ensure that the Section list has the value By name and the field next to the list has the value pxRecordsEditor.
    2. From the Page Context list, select the page context for the section.
    3. In the Refresh Condition field, enter a simple expression based on the comparison of a pair of constants, properties, or both, combined by Boolean operators.
    4. In the Visibility field, select a value to control the visibility of the container.
    5. In the Caption field, click Label or Header to add a caption for the section.
  3. Complete the Presentation tab by performing the following actions:
    1. From the Edit Options list, select an edit mode for this control. This edit mode takes precedence over section and harness settings.
    2. In the Advanced Options section, enter the desired cell width and height in pixels.
  4. Complete the Parameters tab by performing the following actions:
    1. In the Data Source Class Name field, enter the class name of the data type for which you want to modify records in this section.
    2. In the Report definition Name field, enter the name of the report definition rule that you want to use to fetch the data for this section. You can also create a report definition by clicking the Open icon.
      You cannot add summarized reports in this field.
    3. Optional: In the Report Page Name field, enter the name of the top-level page for the virtual report definition that you want to use to fetch the data for this section. The page must be of class Rule-Obj-Report-Definition and contain the metadata of a valid report definition rule.
      If you enter values for both the Report Page Name and Report definition name fields, the system uses the value of the Report Page Name field to populate the data for this section.
      Tip: You can use this field to distinguish between multiple record editor sections in the same harness or to enable users to update the virtual report definition at run time.
    4. Optional: If you want to allow the import and export of data in this section by using .csv files, select Show Export Import.
    5. Optional: If you want to search for data in this section at run time, select Show Search. You can customize the search index. For more information about search indexes, see Rebuilding a search index.
    6. Optional: This option is displayed when Show Search is selected. Select Use full text search to configure your application's record editor to use Elasticsearch.
    7. Optional: To make the Add record button in your record editor unavailable, select Hide the add option. The Add record button is always hidden for work records regardless of what is selected here.
    8. Optional: To make the delete button for each row in your record editor unavailable, select Hide the delete option. The Delete button is always hidden for work records regardless of what is selected here.