Make grids (lists) editable using the Editable Grid custom control

Applies to PowerApps and Dynamics 365 (online), version 9.x

In previous releases of Dynamics 365 Customer Engagement, 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.

Editable grid examples

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)

  • Filtering

  • Moving and resizing columns

  • Pagination

  • Saving changes from one session to another for grouping, sorting, filtering, pagination, and moving and resizing columns

  • Lookup configuration

  • Calculated fields and rollup fields

  • Business rules (Show error message, Set field value, Set business required, Set default value, Lock or unlock field)

  • JavaScript events

  • 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

  1. Open solution explorer.

  2. In the Entities list, open the appropriate entity, select the Controls tab, and then select Add Control.

    Add Editable Grids custom control

  3. In the Add Control dialog box, select Editable Grid, and then select Add.

  4. 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).

    Editable Grid row with form factor selection

    Note

    At runtime, users can toggle between editable grids and read-only grids.

  5. To add a lookup, in the Editable Grid option group, select Add Lookup, and then in the Configure Property “Add Lookup” dialog box:

    1. In the Available Views list, select the view to add the lookup to (for example, select My Active Accounts).

    2. In the Available Columns list, select the lookup column to add (for example, select Primary Contact).

    3. In the Default View list, select the data source for the lookup field.

    4. 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.

    Add lookup in Editable Grid control

  6. 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.

    Note

    Nested grids are only available for phones and tablets, not the web.

  7. 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.

    Tip

    This is mostly useful for subgrids on forms.

  8. If you want to add JavaScript events, select the Events tab, and then select the appropriate entities, fields, and events. More information: Use editable grids (developer).

    Add events in Editable Grid control

  9. To save your work, select Save on the action bar.

  10. When you’re ready to make changes available to your team, select Publish on the action bar.

  11. 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

Note

  • 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.
  1. Open solution explorer.

  2. Open the form that contains the subgrid.

  3. Select the appropriate control, and then select Change Properties on the ribbon.

  4. 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
Account

Appointment

Bookable Resource

Bookable Resource Booking

Bookable Resource Booking Header

Bookable Resource Category

Bookable Resource Category Assn

Bookable Resource Characteristic

Bookable Resource Group

Booking Status

Case

Category

Characteristic

Competitor

Contact

Email

Entitlement

Feedback

Invoice

Knowledge Article

Knowledge Article Views

Knowledge Base Record

Lead

Opportunity

Order

Phone Call

Price List

Product

Queue

Quote

Rating Model

Rating Value

SLA KPI Instance

Social Activity

Social Profile

Sync Error

Task

Team

User
Activity

Attachment

Channel Access Profile Rule Item

Competitor Address

Connection

Connection Role

Email Signature

Email Template

Expired Process

Invoice Product

Knowledge Article Incident

Lead To Opportunity Sales

Process

Mailbox

New Process

Note

Opportunity Product

Opportunity Sales Process

Order Product

Organization

Phone to Case Process

Price List Item

Queue Item

Quote Product

Sharepoint Document

Translation Process
Campaign

Campaign Activity

Campaign Response

Channel Access Profile

Channel Access Profile Rule

Contract

Entitlement Template

External Party

Fax

Letter

Marketing List

Position

Quick Campaign

Recurring Appointment

Sales Literature

SLA

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.

See also

Use keyboard shortcuts in editable grids
Use editable grids (developer)
Create and edit views
Create a business rule or business recommendation
Customize Dynamics 365 for phones and tablets