You can edit the primary grid to display data either from a different saved view or a new custom view.

This enables you to expose users to the data that is of greatest relevance to their needs.

Your primary grid must display data from the same model as the rest of the page. However, if you change the view, you can display different data from within that model.

You can change the source model for the page from the Source model tab in Page settings.

If you have a Professional or Enterprise subscription, a workspace administrator can associate multiple models with the page. The page can still only display data from one model at a time. However, if you have access to multiple source models, you can use the Switch source model drop-down list to switch between them.

You must open your page in designer mode. Select Edit this page

You can save your work at any time. Select Save to save as a draft. When you're ready to publish, select Publish.

To edit the primary grid:

  1. Select Edit to open your page in designer mode. 
  2. Select Configure view
  3. On the Overview tab of the Card configuration panel, select a View.
  4. On the View dialog, choose a view from the Custom views or Module views tab. 
  5. If you chose a custom view, you can modify your custom view, select:
  6. Select Update.
  7. On the Grid tab, you can:
    • Toggle Users can edit list items right so users can maintain list items.
      This does not give additional permission to edit cell data.
      Users can edit list items is not available on personal pages. 
    • Toggle Users can enter and edit cell data right so users can edit cell data.
    • Toggle Users can pivot data right so users can pivot the worksheet.
      Users can pivot data is enabled by default.
    • Choose a Row height value.
      Standard, the default height, is one line high. Medium is two lines high. Large is four lines high. Extra large is eight lines high. 
  8. On the Context tab, you can:
    • Toggle Sync on selection right.
    • Toggle Hierarchy filter right to enable hierarchy filters.
    • Select one or more line items under Line item image settings to display their values as images.
      Line item image settings displays if your view contains valid link-formatted line items.
      You can display .jpg, .jpeg, .gif, or .png files as images on a grid card. Learn how to store image URLs. Reset your view
  9. Select Save to save as a draft, or select Publish.

Reset the primary grid

To reset the primary grid to the default options set by the page builder, you can:

  • Select Filter , then select Remove all filters on the Filters panel. 
  • Select Pivot , then select Reset pivot on the Pivot data panel. 
  • Select Show / Hide > Line items, then select Reset on the Show / Hide panel to show all line items.
    You can only show all items on a grid card if your card shows a limited set of line items. 
  • Select Sort > Unsorted .
  • Select more menu > Synchronize scroll, then toggle the scroll group you want to disable to the left. 
  • Select Reset on the toolbar to reset context selectors that are synced to the page. 

To reset all cards on your page to the default options set by the page builder, select Page options > Reset page. On the Reset this page? dialog, select Reset.


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