In-Grid Editing Actionflows

Owned by Zoe Baldwin
Last updated: Aug 09, 2024
3 min read

What is In-Grid Editing?

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

Setting up In-Grid Editing

  1. On a grid, open the view configuration by right-clicking and selectingĀ  Show the View Configuration
  2. On the  Actions tab, Action Settings section, toggle onĀ Ā 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 tabĀ and in the View Attributes section, double-click any attributes you want to make editable to open the View Attribute
    1. Alternatively,Ā  Apply and CloseĀ the Properties and click the attribute header in the gridĀ to open the View Attribute
  4. In the Grid Settings section for each attribute, untick Read Only
  5.  ApplyĀ all changes

To test the in-grid editing, double click your data and make a change, then click outside the cell to trigger save. If your data contains relational attributes, these will appear as a drop down list when Read Only is disabled.


Note

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

Adding an Actionflow to the Auto Save Action

The auto save action can be extended with the addition of 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 MethodĀ option appears

  3. ChooseĀ  Actionflow

  4. For the Auto Save Actionflow, click theĀ Ā icon to create a new Actionflow or click theĀ Ā icon to display a list of available Actionflows
    1. Even though Auto Save has been enabled, the Auto Save Actionflow still requires aĀ Ā SaveĀ action node

Worked Example

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

In this example, we are using:Ā Ā 

  • AĀ 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 dataĀ Ā - this screen was created using the Multi-Tile template

If you are completing this chapter as part of the Actionflow course and using a training instance, the data and screens have already been pre-loaded into theĀ Actionflow Intermediate Application. For this example, we'll be working onĀ the grid on theĀ Shop Stock screen.


In-Grid Editing for Department Data

Configure a grid to automatically save changes made directly to the grid.


  1. On the Shop Stock screen, open the   View configuration for the Departments grid

  2. On the  Properties tab, in the View Attributes section, double-click the attribute, departmentName 
    1. In the Grid Settings section, untick Read Only
    2.  Apply and Close the View Attribute settings
  3. On the   View configuration, click on the  Actions tab, and in the Action Settings section, toggle on  Auto Save
  4.  Apply all changes
  5. To test,  Lock the screen and double-click on an Name cell in the Departments grid, then make a change 

  6. Click outside of the cell to save the change

     Checkpoint

Note: For a worked example of specifying an Actionflow to be used by the Auto Save, seeĀ Gateway Action Configuration.