The Page Layout Editor allows you to customize the Grid View (List View) page according to your business needs and preferences. You can control which columns in the Grid View are displayed. This allows you to focus on the most relevant data and hide unnecessary columns, providing a more streamlined and personalized view of the information. Additionally, you can add action items (buttons) as a provision to accomplish specific actions from within the screen.

This section uses the Contact object as an example, although the page layout editor can be used to modify the layout of any entity, regardless of the application or component it belongs to.

To manage a grid view layout

  1. Log in to the Conga Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner > Admin Console > Object Data Explorer.
  3. Select the object for which you want to change the page layout.
    The Grid View of the selected object appears.
  4. Click Edit Page from the top right corner. The Grid View page appears in editable mode.
    The Grid View page is comprised of two major components: Action Items and Grid Items

  5. The Action Panel is selected by default. The Properties popup appears, allowing you to define a new action button and control the visibility of action buttons that are already available.

    Option/ButtonDescription
    General
    ActionsClick the Down Arrow and select the action you want to display on the action panel.
    Max Actions

    Define the maximum number of action buttons you want to show on the action panel.

    For example, If you select three items from the Actions list and you allow two max actions, only two action buttons will appear on the screen; the third will be accessible through the More menu.

    Create Button

    Action Name

    Enter the name of the action as per your business needs.

    Action Function Name

    Enter the name of the action function (name of the screen) where you want to redirect the user when the action button is clicked.

    Add

    Click Add to save the action button. The newly added button is now accessible from the Actions dropdown list.

    The Page Layout Editor allows you to create a button to carry out specific tasks, but the respective application or component admin must define allowed actions and what happens when you click the button.

  6. Click the Grid Panel to control the grid area components and their characteristics. The Properties popup appears, allowing you to perform the actions shown in the below table.

    OptionsDescriptions
    Schema

    Allows you to control which columns in the Grid View are displayed. Search for and drag-and-drop entities in your grid layout. Click and drag a column name to Move it before or after another column in the list.

    Properties













    Allows you to configure specific properties for any component, section, field, or button on the Grid Panel.

    Option

    Description

    General

    Hide Search Panel

    		Enable this toggle to hide the search panel grid.

    Hide Field Selector

    Enable this toggle to hide the field selector (View Settings) from the grid.

    Hide Action Ribbon

    Enable this toggle if you want to restrict users to be able to save any modifications to the record. The Save and Cancel buttons on the Edit Record Details page will be disabled.

    Row Action Placement

    Select the location where the "More" icon for the related record should appear for actions like edit, delete, etc.

    Snippet View

    Enable this toggle to enable an option to view additional information associated with the selected record. Click the arrow () icon next to the record to expand it.

    Pinning

    		Enable this toggle to pin columns on the left and right sides of a grid panel while keeping the middle columns scrollable. It gives enhanced visibility of important data while scrolling horizontally, improved navigation, easy comparison of data points across different rows, and access to constant information.

    DraggableRows

    		Enable this toggle to make individual records within the list draggable, allowing users to rearrange their order by dragging and dropping them. It enhances the user experience by providing a more interactive and intuitive way to reorder items in a list.

    Pagination

    Rows Per Page

    Enter the number of rows you want to display per page.

  7. Click Remove () to remove the entity from a grid.
  8. Click Save to apply changes to the grid view.