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Configuring table operations and toolbar

Updated on February 7, 2022

Make interaction with data more efficient and improve the quality of the user experience by configuring the table toolbar. When you configure a table toolbar, users can adjust the display of data at run time, and set and save a personalized view. With the toolbar you can also present a summary of operations, for example, you can indicate that columns are grouped by fields.

The system generates the toolbar for an optimized table when you enable any of the grid operations in the properties of the table layout.

Before you begin:
  • Create a table layout for your application. For more information, see Creating a table layout with code optimization.
  • Optimize the table code before you customize the table toolbar. For more information, see Optimizing table code.
  • If you upgrade from Pega Platform version 8.3 or an earlier version and your application uses tables with custom personalization sections that include custom actions that override the standard pyGridPersonalizeActions section, switch to standard personalization sections and include your custom actions in the table toolbar. For more information, see Adding custom actions to the table toolbar.
Note: When you configure a toolbar, you cannot use the responsiveness option in your table.
  1. In the navigation pane of Dev Studio, click Records.

  2. Expand the User Interface category, and then click Section.

  3. From the section list, select the section that contains the target layout.

  4. In the Table header, click the View properties icon to display the Properties pane, and then select the Operations tab.

  5. In the Grid operations section, select any number of the available grid operations by selecting the required check boxes.

  6. Click Submit.

  7. Click Save.

You can enable additional options in your toolbar, such as table personalization or display of custom actions. For more information, see Enabling table personalization and Adding custom actions to the table toolbar.

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