Type of Grids and Grid Features, Editable Grids in Dynamics 365 for Finance and Operation

Editable grid

Before release of D365, users needed to open the existing records to update any data in the entity. Even if users want to update single field in multiple records, they had to open the individual record and update the field and save the record. For each record, they had to repeat these steps. This approach of updating data was time consuming and irritating.

With introduction to editable grid, Microsoft has allowed users to update the records right away with all those validations which was applicable on the form.

Editable grid is nothing but a list or view of records having editing capabilities without opening the record.

Type Of Grids

Types of grids

1. Read-only grid – View only, Can't be edit in DAX 365
2. Home grid – Entity’s public views and personal views with editing capabilities are called home grid.
3. Sub grid – Show related records in Same Form. Sub grids can also be made editable.
4. Nested grid – Nested grids are shown when we expand any record in view itself without opening form. This grid also shows related records of expanded record from view. (As of it is applicable only for Mobile and Tablet, Not for web client)
5. Dashboard grid

Features
1) Below types of fields are read only in editable grid:

1. Customer
2. Roll up Fields
3. Calculated Fields
4. Composite Fields
5. Status and Status Reason Field

2) Users don’t have to explicitly click on save button. Records are saved automatically when focus from the record is moved.

3) As its name suggests, only inline editing is possible and users cannot create records through inline editable grids. Users can still use quick create form to quickly create the records.

4) Below grid functionality is available for editable grids:

1. Sorting
2. Searching
3. Grouping
4. Filtering
5. Pagination
6. Column resizing
7. Column movement by simply drag and drop capabilities

// Editable Grids in Dynamics 365

Editable Grid on Entity

Steps:
1) Settings > Customization > Customize The System > Default Solution > Entity
2)  Add Control -> Editable grid option
3) Select Editable Grid and click on Add.
4) Make the requires change in the Control section(Web, Tablet, Phone)
5) Save and Publish

Editable grid on FORM

Steps:
1) Go to your form , Open the Form Editor of that form.
2)  Add Control -> Editable grid option
3) Select Editable Grid and click on Add.
4) Make the requires change in the Control section(Web, Tablet, Phone)
5) Save and Publish