D365 New Features – Editable Grid (Part 2)

Continued…

In first part of this blog, I have explained features of Editable Grid which is introduced in latest release of MS Dynamics 365. In this blog, I have explained how to configure editable grid and how it can be used.

How to configure editable grid

Read-only grid

  • By default, when you create any custom entity or any OOB entities, editable grid is not configured.
  • By default, read-only grid is shown to the users.
  • You cannot disable read-only grids on any entity. You can choose which one to show by default i.e. either read-only or editable grid.

Home grid (editable grid)

  • To enable editable grid on entity’s public views, you should add new control in entity.
  • You can enable editable grid on entity’s public views as per below steps:
    1. Go to settings > Customizations > Customize the system.
    2. Expand entities section and click on entity on which you want to enable editable grid. You will see entity’s properties.
    3. Click on Controls section.
      control-section
    4. By default, you will see below screen (if editable grid is not enabled).
      default-grid
    5. Click on Add Control
    6. Select Editable grid and click add.
      add-control
    7. You can select which grid to be shown as a default grid for an individual entity.
      select-grid
    8. Select additional settings like filtered lookup properties to filter lookup values in editable grid. Follow below steps to achieve the same:
      1. Select Editable Grid control as selected in above screenshot. You will see below options to set properties of editable home grid.
        editable-grid
      2. Click on Add Lookup (Note: It allows to filter lookup values which will be populated in editable grids lookup field. If your view does not contain any lookup field, then you won’t see anything here).
        configure-property
      3. Set the necessary options and click OK.
    9. Save the changes and publish the customization.

Sub grid (Editable Grid)

  • To enable editable grid for sub-grids, you need to add new control on entity form.
  • You can enable editable grid for sub-grid by following below steps:
    1. Open form editor of entity’s form on which you want to enable editable sub grid.
    2. Select sub grid control and click on change properties.
      change-properties
    3. Go to Controls Tab. Click on add control.
      controls-tab
    4. Rest of the steps are same as I have mentioned above for home grid.

Nested Grid

  • Nested grids are nothing but grid within grid. Nested grids are available only on Mobile & Tablets.
  • Nested grid can be enabled on Home as well as sub grids.
  • To enable nested grid, follow below steps:
    1. Follow similar steps as mentioned earlier to enable editable grid.
    2. Select Editable Grid and you will see an option to set properties for Nested Grid.
      nested-grid
    3. Click on the pencil icon and select the entity and to be shown in nested grid. Select the parent lookup field on which the related records should be fetched.
    4. Save and publish the changes.

Dashboard Grid (Editable)

  • Dashboard editable grid is available only on mobile and tablet devices.
  • Follow below steps to enable editable grid on dashboard:
    1. Open dashboard in design mode.
    2. Select component and click on Edit Component.
    3. Go to Controls Tab and Add control.
    4. Follow the same steps as mentioned above.

How to add event handlers on editable grid events

  • Adding event handlers is similar as we used to do for adding event handlers on form fields.
  • You should navigate to Events tab and follow same steps as we used to perform earlier:
    events
  • For Home grid, you should navigate to Entity’s design page.
  • For sub-grid, you should navigate to property page of sub grid.
  • For dashboard grid, you should navigate to dashboard grid’s property page.

How to use Editable Grid

  • Once grids are enabled for inline editing for home grids, you will see a new option in ribbon as ‘Show As’.
    show-as
  • If you have put Read-only grid as default grid, you can select any of the option. Read-only grid will show the old views.
  • If you select, Editable Grid, you will see below options.
    1. Group By – Users can group by columns. So, if you have option set on any entity and you want to see all records grouped by individual values of option set, you can select the same in Group By drop down.
      active-accounts
    2. Filtering the records – You can still filter the records by clicking an down arrow which is shown on each column’s right side.
      filtering-records
    3. You can click on the column to sort either in ascending/descending order.
      sorting
    4. You can drag-drop the column to see important information at the start at your convenience. Below screenshot is taken when user is dragging the Account Name column after Main Phone column.
      move-columns
    5. Saving the record – As I mentioned in earlier blog, records get saved automatically when focus is moved from the record. Also, users can explicitly save the changes by clicking save option provided on right corner of the grid.
      save-option
    6. Editing the records – The UI of editable grid is so intuitive, that users come to know whether the field is editable or locked. Also, you can easily navigate to the lookup record by clicking arrow. Refer below screenshots.
      my-view
      lookup

Some additional information

  • Editable grid also works on same security model. i.e. if user does not have write access on the record, then editable grid does not allow users to update the record.
  • Field level security works in same way in editable grid as well.
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