Rajeev Pentyala – Microsoft Power Platform

• Editable grid is a new custom control in Dynamics 365 that provides inline editing capabilities on web and mobile clients

Editable-grid

• It can group, sort, and filter data

Editable-grid-grouping-and-filter

• Editable grid is supported in below grids on the web client, and in dashboards and form grids on the mobile clients.
  • Homepage grid,
  • Form grids
  • Sub grids
• It honors the read-only field metadata and field-level security settings.
• Editable grids also support business rules and form scripting.
• Editable grids do not support roll up associated views
• Editable grid can be configured on the entity only if its Customizable

Configure Editable Grid on Account Entity:

• Go to Customization -> Entities -> Account -> Controls -> Add Control

Add grid

• Adding Look up: We can configure look up field on Editable grid with Search option.

Configure-look-up

• Similarly we can also add  ‘Nested Grid View’ (Only supported for Tablet and Phone clients).

Editable Grid Events:

Editable grid supports the following events

Editable-grid-events

• OnRecordSelect
  • Event occurs when a single row is selected in the editable grid.
  • This event won’t occur if a user selects different cells in the same row, or selects multiple rows.

// Register this event on ‘onRecordSelect’ event

function gridRowSelect() {

// Read selected rows from editable sub grid
var selectedRows = Xrm.Page.getControl(“subGridAccounts”).getGrid().getSelectedRows();
}

• OnChange
  • Event occurs when a value is changed in a cell in the editable grid and the cell loses focus.
  • This event can also occur when an attribute value is updated using the setValue
• OnSave
  • Event occurs, when,
    • There is a change in the record selection.
    • Explicitly triggering a save operation using the editable grid’s save button.
    • Upon sort, filter, group, pagination, or navigation operation from the editable grid while there are pending changes
  • Editable grid suppresses duplicate detection rules up on Save.
  • If a user edits multiple columns of the same record in sequence, the OnSave event will only be fired once
• Editable grid control does not implement an auto-save timer

Configure Editable Sub Grid:

• Sub grid on the form can be configured as Editable grid
• I have a Custom entity ‘Company Accounts’ having 1:N relationship with ‘Accounts’
• I added a Sub grid ‘subGridAccounts’ on the ‘Company Accounts’ form
• To make ‘subGridAccounts’ grid as Editable, Double click the grid to open ‘Properties’
• Add ‘Editable Grid’ Control. You can add Grid events too.

Configure- editable sub-grid

• Editable Sub Grid looks as below

Sub-grid on form

Refer MSDN for more info.

🙂