Changing Grid and Cell Display Properties in Quick Grids

Note:  Users with the user roles listed to the right must also have the Template Access user role.

Once you have created the quick grid and populated it with data, alter the grid and cell properties and appearance to help make them easier to navigate. For example, you may choose a bold font for a totals row in a matrix grid.

Changing Grid Settings and Properties

Altering the appearance and layout of a quick grid allows you control of data and information presentation. Quick grids are viewable in project deliverables and activities that various Accolade users have access to view and edit, based on specific user roles. The procedure below discusses options and functions for modifying a grid's structure and appearance.

To refine a grid structure, appearance, and functionality:

1. From the System menu, select Page Design > Quick Grids.
2. Create a new quick grid or open an existing quick grid.
3. To add, delete, or move rows or columns click the number of the column or row header to select the row or column and click the appropriate icon in the field. More...

   - Add row above or below.

   - Move row up or down.

   - Delete grid row.

   - Add column left or right.

   - Move column left or right.

   - Delete grid column.

Matrix grids do not allow row functionality, meaning you cannot add, delete, or move rows in a matrix grid. Additionally, merged cells disable row functionality.

4. (Optional) To move a grid on the canvas, do one of the following:

• Click to the left of the grid header and drag it in the canvas.
• Click the grid header to select the entire grid and click either or in the drop-down menu to move the grid.

5. Set the minimum or fixed height and width for grid rows and columns.

   Click the corresponding column or row number to select it and navigate to the Appearance tab in the right panel to modify. You cannot enable both minimum width and fixed width for grid columns.

   Field	Description
   Minimum Width	Enter the minimum width of the column in pixels. The grid column width adjusts according to the controls in the cells; however it displays with a width no less than the minimum set.
   Fixed Width	Enter the width of the column in pixels to have the column display with a forced width, regardless of what populates the cells.
   Minimum Height	Enter the minimum height of the row in pixels. The grid row adjusts according to the controls and data that populate the cells.
   Fixed Height	Enter the height of the row in pixels to have the row display with a forced height, regardless of what populates the cells.

6. Change what displays in the structure of the grid as necessary.

   Click the grid header to select the grid and navigate to the Properties tab in the right panel to modify.

   Field	Description
   Name	Edit the grid name.
   System Name	Edit the system name making it unique among quick grids and identifiable in queries, reporting views, and field codes. The name can contain only letters (English alphabet), numbers, and the underscore, and defaults to the grid name. On upgrade the system name defaults to "Grid" plus a number, making it unique throughout the system.
   Tooltip	Enter a description of the grid or brief instructions for using the grid. The tooltip text is available for anyone interacting with the grid throughout the system.
   Tooltip Alignment	Select the alignment of the tooltip icon within the cell.
   Show Grid Title	Select whether the title displays on the grid in deliverables, activities, and layouts.
   Show Footer Row	Select to add a row to the bottom of the matrix that can contain numeric totals and other buttons to perform actions within the grid.
   Hide Grid	Select the check box to disable grids from displaying in deliverables, activities, and layouts.
   Collapsible	Select the check box to allow deliverable and activity owners to collapse the grid, and select how the grid displays when a deliverable or activity is first displayed.
   Default to Expand or Collapse	Select whether the grid displays as expanded or collapsed in deliverables, activities, and layouts.

7. Modify appearance aspects for the grid as necessary.

   To change grid background and border appearance, click the grid header to select the grid and navigate to the Appearance tab in the right panel to modify.

   Field	Description
   Background	Select a background color, enter its hexadecimal color code, or enter its RGB or HSV value in the Background Color field.
   Borders	Select a border style in the Style field and enter a border width. Select a border color, enter its hexadecimal color code, or enter its RGB or HSV value in the Border Color field.

8. Click Save in the lower right corner of the page to save changes, Save and Close to save the configuration and close the editor, or Cancel to close the editor without saving changes.

Changing Cell Settings and Properties

Altering the appearance and layout of quick grid cell allows you control of data and information presentation. Quick grids are viewable in project deliverables and activities that various Accolade users have access to view and edit, based on specific user roles. The procedure below discusses options and functions for modifying a grid cell's structure and appearance.

To refine a grid cell structure, appearance, and functionality:

1. From the System menu, select Page Design > Quick Grids.

2. Click the name of the quick grid to open it for editing.

Use Tab to navigate between cells in a grid.

3. To merge or split merged cells click the cells you want to alter and click the appropriate icon in the field. More...

   - Merge cells. You cannot merge cells in a matrix grid.

   - Split merged cells.

4. To alter the appearance of grid cells, select a single cell or multiple cells to edit at once and navigate to the Appearance tab in the right panel to modify any of the following:

Appearance Aspect	Description
Text	Select a text font such as Arial or Times New Roman in the Font field and a text size in the Size field. Choose to bold, italicize, or underline the text by selecting the appropriate icons. Select a text color, enter its hexadecimal color code, or enter its RGB or HSV value in the Text Color field. Cell text defaults to 13pt Noto Sans font. If a cell is editable, its text color is always black, regardless of the color set here. You can apply rich text elements to cells with formatted text controls and long string metric values by using markdown formatting. See Rich Text Formatting for more information.
Alignment	Click one or multiple alignment icons to position text within the cell. Cell text defaults left align and top align. More... - Left Align - Center Align - Right Align - Top Align - Middle Align - Bottom Align
Background	Select a background color, enter its hexadecimal color code, or enter its RGB or HSV value in the Background Color field. If a cell is editable and contains a control, the control's background is always white, while the cell background color displays as set here.
Borders	Select a border style in the Style field and enter a border width. Select a border color, enter its hexadecimal color code, or enter its RGB or HSV value in the Border Color field.

5. Click Save in the lower right corner of the page to save changes, Save and Close to save the configuration and close the editor, or Cancel to close the editor without saving changes.

Notes:    If the Control Type is set to Rich Text, the Text and Alignment sections are unavailable as users can customize the text directly from the rich text box. See Rich Text Formatting for more information. You cannot add matrix metrics to non-matrix grids and the number format for matrix metrics is not supported in Microsoft 365 applications. To delete a quick grid from the canvas, click the quick grid header and click in the drop-down menu. To delete cell contents, click the cell and click in the drop-down menu or click the cell and press Delete. The Enable Quick Grids Protected Mode parameter turns on and off grid protection. To modify a protected grid, an Administrator must set the parameter to 0.