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This guide has been reviewed against our global client base and classed as relevant to all regions

How to create custom grids in AgencyCloud - a grid can be defined as a screen with column headings (usually offering options to sort/filter/group) showing a list of data, such as the list seen after matching or when running a report

Customising your grids allows you to fine tune the information being presented to your business or specific roles within it - additional columns can be added which can then be added to any screen that makes use of grids - this is particularly useful when an export of data is required, as it gives far more control over the information seen.

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Before making changes to AgencyCloud configuration, the guidance provided on this page should be read thoroughly - any changes made to configuration that impact the operation of AgencyCloud may incur a charge to rectify

The Organiser option only applies to the legacy organiser screen (not the Power Organiser)

Ensure the correct Marketing Mode is selected below this, i.e. Sales or Lettings

The current columns displayed in that grid are displayed in Select Columns with a tick beside them

From Select Columns, tick (or un-tick) the required options to be displayed (or hidden) from the selected grid

Use the Move Up and Move Down buttons to change the order of the grid columns

1. Access System Configuration

Click name/office top left of the main menu
Click Configuration
Click System Configuration

The System Configuration screen will be displayed, as shown in step 2

2. Custom Grids tab

Select Custom Grids on the left
Before changing any settings, ensure the Configuration For setting (bottom of screen) is set as required

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title	Advice when using this configuration option

Do not over present grids with lots of data - this can result in a confusing interface and can also impact software performance
Consider the core items that your users would value from seeing ‘at a glance’ and limit your grids to those

Editing a current grid

In Grid Type, expand the required section and select the grid type to edit

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Expand

title	Example - change grid columns shown after match

For example, from your match results, you want to always be able to see the matched applicants' contact details in the grid - as this will allow you to export your grid to Excel to quickly create a phone out list

From Grid Type, select Applicants then Match
You also might want to repeat the process, selecting Properties then Match

Ensure the correct Marketing Mode is selected below this, i.e. Sales or Lettings

From Select Columns, tick Telephone / e-mail

Click Save and Exit

Now, after carrying out a match, the match results will show the applicants' contact details in a column on the grid - you can then right-click over the grid headings to export to Excel and the applicant contact details will be included in this export

Custom columns

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When a custom column is added to a specific grid type, it will be displayed on the associated grid when right-clicking the grid column heading and selecting Pick columns, then More

You can also make a custom column be displayed in a grid by default - this is done by selecting the Grid Type - any already added Custom Columns for that type will be displayed below and will also be in the Select Columns list on the right - allowing you to add them to the grid by default

Adding a new custom column:

In Grid Type, expand the required section and select the relevant grid type where the custom column is to be made available
In Custom columns, double-click Add new
Select the Mode this grid should be available for
All, Sales or Lettings
Select the required Column type
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title Types explained
The available Type options are listed below with suggestions of how they could be used
Text: useful for general information where the result could contain letters, numbers and characters
List: use this option if the result would contain preset fixed values (e.g. country lists, buying positions)
Date/DateTime: date will work for most instances, few items have a specific time when something was done
If DateTime has been selected and there is no specific time, the correct date and the time as midnight will be shown
Monetary: used for cash amounts of the appropriate currency
Bool: true or false, useful for if certain tickbox options are set and the client would like to see the results
Checkbox: do not use
Numeric: displays numbers only
Timespan: returns the time on datetime values
Datetime is recommended over Timespan
Percent: a numeric value with a percent added to the end - this does not perform any calculation in itself
MultiValueList: list of options which can be searched through - useful where the system stores the information as just a code and returns a text equivalent with string search
- see 2a
Enter the Header - this is the name of the column as it will appear to the users
The header should be meaningful & short
Do not use the percent character (%) in the header, as this causes issues with reports and grid layouts
Enter the the required Width of the column
In Binding, enter the variable that will be returned
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If the variable is held within a semi structured field such as extra, add the variable name (no need to include prp.extra, for example); instead, check the Populate from extras box before saving the new custom column
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title Binding link & object explorer
- Clicking the Binding link displays the Object Explorer
  Image Modified
  It is not usually recommended to use this screen, due to complexity
  This screen should only be used with guidance from Reapit Support or where previous knowledge or experience is available
  If you are able to use this screen, note that you should only select a field that is associated with the Grid Type selected
Sort by: usually left blank
If the link is clicked, the Object Explorer will be displayed again (as shown in the Binding link section above); choose how you want to sort the data and click Accept

The newly added custom column will now be available to enable in the Select Columns section

2a. Column types explained

The available Type options are listed below with suggestions of how they could be used

Text: useful for general information where the result could contain letters, numbers and characters
List: use this option if the result would contain preset fixed values (e.g. country lists, buying positions)
Date/DateTime: date will work for most instances, few items have a specific time when something was done
If DateTime has been selected and there is no specific time, the correct date and the time as midnight will be shown
Monetary: used for cash amounts of the appropriate currency
Bool: true or false, useful for if certain tickbox options are set and the client would like to see the results
Checkbox: do not use
Numeric: displays numbers only
Timespan: returns the time on datetime values
Datetime is recommended over Timespan
Percent: a numeric value with a percent added to the end - this does not perform any calculation in itself
MultiValueList: list of options which can be searched through - useful where the system stores the information as just a code and returns a text equivalent with string search

3. Dynamic background colour

A grid can be colour coded to highlight particular entries within it

This feature uses C# code and needs to be configured by Reapit Support

For example, after carrying out a match, hot applicants could be shown in red, cold applicants in blue and general applicants neutral - which could create this format of match list:

4. Save changes

Click Save before exiting the screen

You may need to log-out and back in for the changes to take effect

Versions Compared

Old Version 20

New Version 21

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