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Feature Availability

Vtiger Editions: One Pilot | One Professional | One Enterprise

Introduction

A grid is a type of field that allows you to have a table as a field in a record. You can determine the columns of a table during the creation of the grid field.

Key Features

The features of a Grid Field type are:

• Table Within a Record: Add a structured table directly inside a record as a single field.
• Customizable Columns and Rows: Define column names and row names during field creation to match your business requirements.
• Module-Level Configuration: Configure the Grid field from Settings > Module Layouts and Fields.
• Editable in Record Edit View: Users can enter or modify data directly from the Edit View of the record.

Benefits

The benefits of using the Grid Field are:

• Structured Data Capture
  • Organize related information in a clean, tabular format instead of cluttering the layout with multiple fields.
• Improved Data Visibility
  • Makes it easier for users to view and understand grouped information at a glance.
• Reduced Layout Complexity
  • Eliminates the need to create multiple individual fields for structured data.
• Better Data Consistency
  • Predefined rows and columns ensure standardized data entry across records.
• Enhanced User Experience
  • Provides a compact and intuitive way to capture structured information within a record.

In this article, you will learn about:

• Grid field type
• Creating a grid field
• Limitations

Key Terminology

Creating a Grid field

Follow these steps to create a Grid field:

1. Log in to the CRM.
2. Go to the main Menu.
3. Click Settings.
4. Click Module Layouts and Fields under the Module Management section. The module layout settings page opens.
5. Select the module.
6. Click Add new field. The Create Custom Field window opens.
7. Enter or select information for the following:
   1. Label name.
   2. Column names that determine the number of columns in the table.
   3. Row names, which determine the number of rows in a table.
   4. Enable field properties.
8. Click Save.

Limitations

• You can have only one grid field per module.
• Grid fields are not available in Workflows and Import records.
• You can edit the grid field only in the edit view of the record.
• The table columns are defined when creating the grid field. You cannot add more columns once the grid field is created.