Creating Editable Sub-grids for Forms and Views in Dynamics 365

How to Convert a Subgrid on a Form to an Editable Subgrid in Dynamics 365

In this blog, I will show you how to convert a sub-grid on a form to an editable sub-grid in Dynamics 365. This feature allows users to edit records directly within the sub-grid, enhancing the user experience by eliminating the need to navigate to a different screen.

 Understanding the Scenario

Let's take a look at an example to understand the requirement better. Imagine you have an "Investment" form with a sub-grid displaying contacts. Currently, this sub-grid is not editable in-line, meaning you have to open each record individually in a new form to make changes. This process is cumbersome and time-consuming. The goal is to make the sub-grid editable in-line, directly on the form.

Refer to this video for a detailed implementation guide

Steps to Convert Sub-grid to Editable

Step 1: Access the Main Form

• Navigate to your solution in Dynamics 365.
• Go to the Investment entity and select Forms .
• Open the Main Form that contains the sub-grid you want to edit.

Step 2: Edit the Form

• Once the form is open, you will see the sub-grid you want to make editable.
• Select the sub-grid. On the right-hand side, you will find the Properties pane with three sections:  Display , Formatting , and Component .

Step 3: Add Editable Grid Component

• In the Component section, click on Add Component and choose Editable Grid .
• This will open a small screen where you can configure the editable grid settings.
  

Step 4: Configure the Editable Grid

• Select the sub-grid view and specify which table it is connected to. In this case, it connects to the "contacts" table.
• Choose the view you want to display in the editable grid.
• Configure additional options such as filtering, grouping, and device compatibility.
• Click Done to finalize the configuration.

Step 5: Publish the Form

• Publish the form to apply the changes.
• After publishing, refresh the form to see the editable sub-grid in action.

 # Testing the Editable Sub-grid

Once the form is published and refreshed, navigate back to the Investment form to test the editable sub-grid:

1. Open the form and find the contacts sub-grid.

2. Click on a cell to edit the value directly in-line.

3. Make changes such as updating relationship types, verifying statuses, or changing contact information.

4. If you double-click, it will open the record. To edit in-line, just click once.

5. The changes will be auto-saved when you move out of the row, or you can manually save using the Save button.

 # Additional Configurations

 Grouping and Filtering

- You can enable grouping by specific fields such as name or contact.

- Filtering options allow you to narrow down the records displayed in the sub-grid.

 # Conclusion

By following these steps, you can enhance the functionality of your Dynamics 365 forms by making subgrids editable.