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Display Document Sub-grid in Master Grid

Information on and how to add a Document Sub-grid to the Contracts Grid in Contract Logix

Eric Reinert avatar
Written by Eric Reinert
Updated over 4 months ago

The Contracts Master Grid's first column features a black triangle icon that when clicked, displays the documents associated with the Contract record in a sub-grid. This facilitates easily clicking the document details or going to the document preview by clicking the document icon. Click the black triangle again to return the grid to normal.

NOTE: This feature needs to be activated for users in the Permissions section of Org Roles/Permissions in the Application Settings, as seen below:

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