Editable Grids
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The document presents new features of Microsoft Dynamics 365, specifically focusing on editable grids which allow users to update records inline without opening them. It discusses different types of grids, their functionalities, and associated JavaScript events for better user interaction. The conclusion emphasizes that editable grids can handle multiple field types, enhancing usability in record management.
Editable Grids
- 1. PRESENTATION ON MICROSOFT DYNAMICS 365 NEW FEATURES:- EDITABLE GRIDS. 1
- 2. INDEXINDEX 1) Editable Grid a. What is Editable grid? b. Types of grids c. Features d. Home grid (Editable grid) e. Sub grid (Editable Grid) 2) Conclusion 2
- 4. WHAT IS EDITABLE GRID?? Microsoft has made easy way for users to update the records right away with all those validations which was applicable on the form. Editable grid is useful for users because a list or view of records having editing capabilities without opening the record. 4
- 5. TYPES OF GRIDS : Read-only grid Home grid Sub grid Nested grid – This is new grid introduced in D365. Nested grids are shown if the user expand any record in view itself without opening form. This grid also shows related records of expanded record from view. Note: Nested grid is available only on Mobile and Tablets. It is not available on web client/CRM for Outlook. 5
- 6. FEATURES : Under types of fields have inline editable grid capabilities: a)Single line of text b)Date and Time c)Option Set d)Whole Number e)Decimal f)Floating Point Number g)Two Options h)Lookup JavaScript events are also available on editable grid: a) On record select-The On record select event happen when a single row (record) is selected in the editable grid. This event won't happen if a user selects distinct cells in the same row, or selects multiple rows. to be continued.. 6
- 7. b) On save - The On Save event happen earlier sending the updated information to the server, and when any of the following happens: 1. There is a alteration in the record selection. 2. The user certainly triggers a save operation using the editable grid’s save button. c) On Change -The On Change event happens when a value is changed in a cell in the editable grid and the cell be deprived of focus. to be continued.. 7
- 8. As its name advice, only inline editing is possible and users cannot make records through inline editable grids. Users can still use quick create form to quickly make the records. Under grid functionality is available for editable grids: A) Sorting B) Searching C) Grouping D) Filtering E) Column Movement by Simply Drag and Drop Capabilities. 8
- 9. HOME GRID (EDITABLE GRID) : To allow editable grid on entity’s public views, you should add new control in entity. You can allow editable grid on entity’s public views as per apply those steps: Setting Customization Customize The System Select Entity Controls Add Control To be continued.. 9
- 11. Firstly, you will see below screen. Click on Add Control. Select Editable grid and click add. To be continued.. 11
- 12. If you want to add other feature then go to additional settings like filtered lookup properties to filter lookup values in editable grid. Save the changes and publish the customization. 12
- 13. SUB GRID (EDITABLE GRID) : To allow editable grid for sub-grids, you need to add new control on entity form. You can allow editable grid for sub-grid by following below steps: a) Open form editor of entity’s form on which users want to allow editable sub grid. To be continued.. 13
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- 15. CONCLUSIONCONCLUSION Editable grids are allowed through the Editable Grids custom control, you can edit most types of fields, including basic Lookup fields and option sets. 15
- 16. CONTACT HANDLES Cynoteck Technology Solutions Pvt. Ltd. Contact No: +1-612-800- 9092,+918272014440, +918430155522s Website : https://cynoteck.com/ Email : [email protected] 16
- 17. Thank You 17