Make grids (lists) editable in Dynamics 365 using the Editable Grid custom control

 

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises)

In previous releases of Dynamics CRM, users couldn’t enter data directly in grids (sometimes called lists) or subgrids on forms. They had to click the record in the grid to open a form, edit the data, and then save, which required multiple clicks. With editable grids in Dynamics 365, 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.

Note

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).

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. Go to Settings>Customization>Customize the System.

2. In the Entities list, double-click the appropriate entity, click the Controls tab, and then click Add Control.

   

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

   Note

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

5. To add a lookup, in the Editable Grid option group, click 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.

      

   5. Click OK.

6. If you have a nested grid, click 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, click the pencil button, and then in the Configure Property “Group by Column” dialog box, select Disabled, and then click OK.

   Tip

   This is mostly useful for subgrids on forms.

8. If you want to add JavaScript events, click the Events tab, and then select the appropriate entities, fields, and events. More information: Editable grid objects and methods (client-side reference)

   

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

10. When you’re ready to make changes available to your team, click 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

1. Go to Settings>Customization>Customize the System.

2. Open the form that contains the subgrid.

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

4. In the Set Properties dialog box, click Controls, click 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

See Also

Use keyboard shortcuts in editable grids
Create and edit views
Create a business rule or business recommendation
Editable grid objects and methods (client-side reference)
Customize Dynamics 365 for phones and tablets