Read-only nested editable grid

Read-only nested editable grids are a type of grid view that allows users to view and interact with hierarchical data. These grids allow users to drill down into the details of the data by expanding rows or columns for more detailed information. They also enable users to edit multiple levels in one go, making them an efficient way of working with complex data sets.

Posted On 2023-02-22 * 7 min read

One of my colleagues recently approached me regarding a requirement she had. In one of our customer projects, we needed to show a subgrid with information from a table two relations away. In this blog post, we will learn how to create a read-only nested editable grid in dataverse.

Problem

As mentioned one customer had the requirement to show information from a table two relationships away.

This can be achieved by using the editable grid . Unfortunately, as the name says, the subgrid get’s editable. In this case, the requirement was to only show information and not to make it editable directly on the grandparent.

Read-only nested editable grid » Benedikt’s Power Platform Blog

More about editable grid is a feature in Dynamics 365

An editable grid is a feature in Dynamics 365 that allows users to edit data directly within a grid-like view, without having to open individual records. This makes data entry and editing faster and more efficient.

With editable grids, users can:

1. Edit data directly in the grid: Users can edit fields directly in the grid without having to open each record individually. This allows for quicker updates and less time spent clicking through screens.
2. Add new records: Users can add new records directly within the grid by clicking on the “Add Record” button.
3. Sort and filter data: Users can sort and filter data directly within the grid by clicking on column headers or using the filter options.
4. Perform inline calculations: Users can perform inline calculations within the grid using built-in functions or custom scripts.
5. View related records: Users can view related records directly within the grid by expanding the record and viewing the related records.
6. Customize the grid view: Users can customize the grid view to show the fields they need and hide the ones they don’t. They can also save their preferred grid view for future use.

Editable grids can be used in a variety of scenarios, including data entry, lead and opportunity management, and service case management. They can be configured and customized to meet the specific needs of an organization, including adding custom fields, configuring validation rules, and integrating with other systems.

Overall, editable grids are a powerful tool for improving data entry and editing efficiency within Dynamics 365.