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This guide has been reviewed against our global client base and classed as relevant to |
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How to create custom grids in
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AgencyCloud - a grid can be defined as a screen with column headings (usually offering options to sort/filter/group) showing a list of data
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, such as the list seen after matching or when running a report
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Customising your grids allows you to fine tune the information being presented to your business or specific roles within it
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- additional columns can be added which can
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then be added to any screen that makes use of grids
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- 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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changes to AgencyCloud configuration, the guidance provided on this page should be read thoroughly - any changes made to configuration that impact the operation of |
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AgencyCloud may incur a charge |
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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
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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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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 |
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Editing a current grid | |
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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
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| title | Example - change grid columns shown after match |
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| 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 |
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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 |
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Custom columns | Info |
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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
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All, Sales or Lettings
Select the required Column type
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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
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- 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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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
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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
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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: |
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4. Save changes |
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Custom grids can be defined as a screen with column headings showing a list of data - such as the list seen after matching or when running a report - this guide explains how to configure your own grids |
