What is In-Grid Editing?

Grids can be configured to allow direct edits to their data, rather than through a separate form or screen.     

Setting up In-Grid Editing

1. On a grid, open the view configuration by right-clicking and selecting  Show the View Configuration
2. On the  Actions tab, Action Settings section, toggle on  Auto Save
   1. This will automatically save any changes made in the grid, however, it is possible to specify an action that goes beyond a simple save, such as, performing validation of input
3. Click on the  Properties tab and in the View Attributes section, double-click any attributes you want to make editable 
4. In the Grid Settings section for each attribute, untick Read Only
5.  Apply all changes

6. To test,  Lock the screen and double-click on a cell for the attribute you modified - the cell can be typed into and changed 

   Relational attributes will appear as a drop down list. Adding non-primary table attributes from a related table onto the form will be added as Read-Only by default

7. Click outside of the cell to save the changes

Adding an Actionflow

1. On a grid, open the view configuration
2. On the  Actions tab, Action Settings section, if Auto Save has been toggled on, an Auto Save Action Method option appears

3. Choose  Actionflow

4. For the Auto Save Actionflow, click the  icon to create a new Actionflow or click the  icon to display a list of available Actionflows

Worked Example

Here's a worked example using the Shop Data (available from the Learning Centre).

In this example, we are using:  

• A Shop Stock screen containing a grid of the Shop Stock data, a pie chart of the Shop Stock data and a grid of the Shop Departments data  - this screen was created using the Multi-Tile template

GIF/SCREENSHOT OF FINISHED RESULT

In-Grid Editing for Stock Data

Configure an area to open a screen on clicking.

ZB MY NOTES, DELETE: AUTOSAVE AND READ ONLY REMOVE FROM ATTRIBUTE 'ITEM TYPE'. ADD ACTIONFLOW TO CHECK FOR NUMBERS, FIELD ONLY ALLOWS STRINGS

1. On the screen where the Actionflow will be initiated from, Shop Stock, find the area, Split Area Top (use the  Layers) to open its properties

2. 1. On a grid, open the view configuration by right-clicking and selecting  Show the View Configuration
   2. On the  Actions tab, Action Settings section, toggle on  Auto Save
      1. This will automatically save any changes made in the grid, however, it is possible to specify an action that goes beyond a simple save, such as, performing validation of input
   3. Click on the  Properties tab and in the View Attributes section, double-click any attributes you want to make editable 
   4. In the Grid Settings section for each attribute, untick Read Only
   5.  Apply all changes

   6. To test,  Lock the screen and double-click on a cell for the attribute you modified - the cell can be typed into and changed 

      Relational attributes will appear as a drop down list. Adding non-primary table attributes from a related table onto the form will be added as Read-Only by default

   7. Click outside of the cell to save the changes

   
   

   Note

   When a record is being autosaved, double clicking on another record is momentarily disabled.

   Adding an Actionflow

   1. On a grid, open the view configuration
   2. On the  Actions tab, Action Settings section, if Auto Save has been toggled on, an Auto Save Action Method option appears

   3. Choose  Actionflow

   4. For the Auto Save Actionflow, click the  icon to create a new Actionflow or click the  icon to display a list of available Actionflows

1.02 Actionflow Principles