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Creating a table layout

Updated on April 5, 2022

Help users access and compare data with table layouts. Use tables in your applications as a flexible basis for users to process large amounts of information. For example, tables in a price comparison application can help users efficiently identify the best offer.

Table layouts can also be configured to support editing, sorting, and custom presentation options.
  1. Search for and open an existing Section form.

  2. On the Design tab, expand the Structural list, and then drag the Table layout to the work area.

  3. In the layout header, click the View properties icon.

  4. In the Layout properties window, in the Data source section, specify the source of the data for the Table layout:

    ChoicesActions
    Property
    1. In the Source field, select Property.

    2. In the List field, specify the property with which you want to populate the layout.

    Report definition
    1. In the Source field, select Report Definition.

    2. In the Applies To field, specify the class of the report definition.

    3. In the Report definition field, specify the report definition page with which you want to populate the layout.

    Data page
    1. In the Source field, select Data page.

    2. In the Data page field, specify the data page with which you want to populate the layout.

  5. Click Submit.

  • Table layout structure

    Tables are flexible user interface components that help you present large amounts of information in a clear and consistent way. Because tables can be quickly customized and expanded, they provide a reliable basis for users to view or compare information.

  • Grid layout - Presentation tab

    Click the View properties icon in the Grid Repeat Layout header to display the Properties panel, and then select the Presentation tab.

  • Table layout - Operations tab

    Click the View properties icon in the Table header to display the Properties panel, and then select the Operations tab.

  • Arranging column visibility by importance

    Ensure that the most important information in a table is always displayed by specifying which columns have priority.

  • Configuring table activities

    Improve the user experience by creating optional activities that respond to changes in a Table layout. For example, if a user reorders a list of tasks to display the most important assignments first, you can use activities to propagate the changes back to the data source and save their preferred setting.

  • Configuring drag-and-drop functionality for tables

    Configure tables and optimized tables so that users can reorder individual rows to adjust the content of tables.

  • Optimizing table code

    Optimize the code of a table to improve the client-side performance and enable customization of a toolbar for that table.

  • Enabling table personalization

    Improve productivity by giving users the option to save specific table configurations as reusable profiles.

  • Upgrade considerations

    When you upgrade from a previous Pega Platform version you might need to adjust the design of some sections.

  • Data pages

    A data page defines the contents of a clipboard page and enables the system to access data from a range of sources on demand.

  • Learning about report types

    You can analyze data from different perspectives depending on the report type that you use. You can monitor detailed lists of the events that occur in your application, or view summarized numbers of the occurrences. For example, you can analyze the number of cases that have been resolved within the last seven days to assess user performance.

  • Optimizing table code

    Optimize the code of a table to improve the client-side performance and enable customization of a toolbar for that table.

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