Make grids (lists) editable using the editable grid custom control
Applies to Dynamics 365 for Customer Engagement apps version 9.x (on-premises)
In previous releases of Dynamics 365 for Customer Engagement apps, users couldn’t enter data directly in grids (sometimes called lists) or subgrids on forms. They had to select the record in the grid to open a form, edit the data, and then save, which required multiple steps. With editable grids, users can do rich in-line editing directly from grids and sub-grids whether they’re using a web app, tablet, or phone.
When editable grids are enabled through the Editable Grids custom control, users can edit most types of fields, including basic Lookup fields and option sets.
Editable grids support:
In-line editing of records at the entity or subgrid level (includes custom entities)
System views and personal views
Web and mobile clients
Navigation with a keyboard or mouse
Grouping and sorting (you can group by/sort by any column in the current view)
Moving and resizing columns
Saving changes from one session to another for grouping, sorting, filtering, pagination, and moving and resizing columns
Calculated fields and rollup fields
Business rules (Show error message, Set field value, Set business required, Set default value, Lock or unlock field)
Enabling or disabling of cells based on security role
Users can continue to use search and charts, and can access the action bar as with read-only grids
Make main grids editable
Open solution explorer.
In the Entities list, open the appropriate entity, select the Controls tab, and then select Add Control.
In the Add Control dialog box, select Editable Grid, and then select Add.
In the Editable Grid row that’s added, select the form factor(s) you want to apply the grid to. This makes the editable grid control the default control for the selected form factor(s).
At runtime, users can toggle between editable grids and read-only grids.
To add a lookup, in the Editable Grid option group, select Add Lookup, and then in the Configure Property “Add Lookup” dialog box:
In the Available Views list, select the view to add the lookup to (for example, select My Active Accounts).
In the Available Columns list, select the lookup column to add (for example, select Primary Contact).
In the Default View list, select the data source for the lookup field.
If you want to limit the records displayed, select the Only show records where check box, and then select your criteria from the list, and then select OK.
If you have a nested grid, select the pencil button for Nested grid view, and then select the entity and view for the nested grid. For the Nested grid parent ID select the relationship for the entities. For example, the ParentAccountID field connects the Account and Contact entities.
Nested grids are only available for phones, tablets, and unified interface apps. Nested grids aren't available with classic web client apps. More information: About Unified Interface
If you don’t want to allow the user to group data by any column in the view (you want to save space, for example), in the Group by Column row, select the pencil button, and then in the Configure Property “Group by Column” dialog box, select Disabled, and then select OK.
This is mostly useful for subgrids on forms.
To save your work, select Save on the action bar.
When you’re ready to make changes available to your team, select Publish on the action bar.
To test your changes, go to the view you specified in step 5, and then make some in-line editing changes.
Make a subgrid on a form editable
- To save an editable grid change within a subgrid, the user must explicitly save before navigating out of the form.
- If you are using legacy forms (versions prior to Dynamics CRM 2016) and enable an editable grid on a subgrid, the editable subgrid will not be rendered. System administrators can turn off legacy forms in system settings, if needed.
Open solution explorer.
Open the form that contains the subgrid.
Select the appropriate control, and then select Change Properties on the ribbon.
In the Set Properties dialog box, select Controls, select Add Control, and then follow the same steps listed above.
Supported out-of-the-box entities
|Web/tablet/phone||Tablet/phone only||Web only|
Bookable Resource Booking
Bookable Resource Booking Header
Bookable Resource Category
Bookable Resource Category Assn
Bookable Resource Characteristic
Bookable Resource Group
Knowledge Article Views
Knowledge Base Record
SLA KPI Instance
Channel Access Profile Rule Item
Knowledge Article Incident
Lead To Opportunity Sales
Opportunity Sales Process
Phone to Case Process
Price List Item
Channel Access Profile
Channel Access Profile Rule
Data types that aren’t editable in an editable grid
The following data types aren’t editable in editable grids: Customer and Partylist Lookup fields; Composite (address) fields; State/Status fields; Lookup entity-related fields (for example, the Account entity includes a contact lookup, where the Contact field is editable but the EmailAdress(Contact) field is not editable).
Keyboard support and shortcuts for editable grids
Editable grids are fully accessible, and provides excellent keyboard support including several keyboard shortcuts for improved productivity. The list of available shortcuts can be found here: Use keyboard shortcuts in editable grids
Frequently asked questions (FAQs)
Below are some of the most fequently asked questions related to editable grids:
Question: I want to configure my look-up column to a certain view, but I don't see it in the Available Columns dropdown in the configuration?
Ensure that the look-up column that you want to configure is not a "Regarding" column. This is a special column type and it does not have support for configuring the view definitions on the Editable Grid configuration dialog.
Question: Why are my business rules not working for my columns?
Ensure that the column where the business rule is applied on is a part of your current view. We don’t pull all the fields for an entity. But only those fields which are present in the current view. So, if your business rules are on a column which is not available, they won't run. Also note that no business rules will run in this case and not just the business rule that was applied on one column.
Question: My grid is still read only even if I have configured it to be editable?
Ensure that you are not using legacy Form rendering. Editable grids are not supported on legacy forms.
Question: Why I don’t see editable grid on phones?
Due to some recent feedback, we have removed editable grid experience from phones. In this case, you will see a read only version of a list control. We are looking to improve the experience in the future.
Question: Why I cannot use record navigation in a form when coming for an editable grid?
For web client, this is a limitation and we have not enabled the functionality. However, this functionality is available in Unified Interface.