Dynamics 365 Editable Grid (Part 2) - A complete guide on configuration & features
Jeevarajan Kumar
Solution Architect | 5x Microsoft MVP | Dynamics 365 CE | Power Platform | Community Leader & Speaker
As I discussed in Part 1 of this series, the editable grid has been finally included by Microsoft. These grids offer rich inline editing in main grids and sub-grids so users can update the information they need, this post will give a detail information on setting up the editable grid at main-grid and sub-grid, and about the features of the grid.
Main grid – Configuring:
Step 1: Select the entity to which the editable grid to be enabled, click ‘Controls’ tab and click ‘Add Control’. Note: Editable grid can be added for custom entities as well, hurray!
Main grid – Features:
Visibility – Main grid will be displaying the editable grid, you can swap between read-only and editable grid and shown below.
Grouping & Contracting Records – records can be grouped on a specific column, the grouped records can be contracted and expanded as well.
Rearranging Columns– just drag and drop
Step 5: Inline Editing – inline editing of all data type is possible (except related entity’s field), the user needs to explicitly click ‘Save’ icon. Note: Changes will not be saved automatically.
Related entity’s fields are locked for editing, obviously!
Configuring lookup property:
Step 1: Select the entity to which the editable grid to be enabled, click ‘Controls’ tab and click ‘Add Control’.
Step 2: Select the column has lookup (related entity), view for that lookup can be selected as well.
Selected view is loaded when lookup control is expanded.
To open the lookup record,
Step 3: Filter can be added for the lookup , select the field to be filtered against and the condition for that field. By checking the checkbox, users gets the provision to ‘turn off’ this filter.
You can see the previous unfiltered view is filtered based on the condition we provided. Note: Since we checked the option to let users turn off filter, user gets an option to disable the filter as well.
Sub-grid – Configuring:
Step 1: Open the form and select the sub-grid, double click to change properties, click ‘Controls’ tab and add control.
contacts grid in the account is changed into the editable grid
Adding scripts to Editable Grid:
Navigate to the ‘Events’ tab next to, add the script. The scripts can be registered for these three events
- OnChange
- OnREcordSelect
- OnSave
I will be posting a detailed article on customizing the grid and the grid events extensively in Part 3, his post is already long enough, isn’t it?
Hope it helps, your feedbacks are most welcome!
Dynamics CRM Developer | Systems Analyst @Hamrahe Aval(MCI)
10 个月Can I show or hide columns and records in editable grid based on conditions? without using the view for the columns.
Principal Consultant - Microsoft Dynamics 365 CRM | Mentor | Optimist
6 å¹´Hi, great article! is there any option to add control for checkbox in the subgrid? any way to do so? we can have two option (yes/no) fields on forms displayed as checkbox but i couldn't find any way out to get them displayed as checkbox in the subgrid as well
Sr Program Manager (Ax & Nav) at Atna Technologies Pvt Ltd (Retd.)
8 å¹´My thumps up to you!
With 13 years of experience in Dynamics CE, I am currently serving as a PowerApps and Power Platform Consultant/Development Lead at HCL Technologies. Previously, I worked as a full-time employee at Microsoft.
8 å¹´Thanks for sharing..
Technology Lead @ Delta Insights
8 å¹´Comprehensive article :)