Editable Grid

All grids have the ability to open in the Edit in Grid mode. This allows users to add and edit records directly in the grid and navigate fields using the keyboard. This feature streamlines the process of creating and editing multiple records.

editable

Requires the Lucity Apps > Lucity Web > Allow Inline Editing permission, and the General - Add, General - Edit, and General - Delete permissions for the modules.

Grid Elements

The Edit in Grid mode includes the following tools.


Icon	Tool	Description	Hotkey
	Add Record	Adds an empty Resource to the associated Resource grid. Requires the General - Add permission for the module. Note: This button is disabled if something in the grid requires underlying functions that the grids do not yet support.	CTRL + Insert
	Cancel Changes	Cancels all edits made to all grids on the page and closes the page.	CTRL + E
	Save	Saves all edits made to all grids on the page and closes the page. Edits can also be saved by pressing CTRL+SHIFT+S.	CTRL + S
	Undo	Undoes the previous edit.	CTRL + Z
	Redo	Re completes the last undone edit.	CTRL + Y
	Delete Record	Deletes the Resource selected in the associated Resource grid. Requires the General - Delete permission for the module.	CTRL + D
	Information	Displays information about the Grid and a list of hotkey shortcuts that can be used in the grid.

How to add or edit records in the grid

Using the Editable Grid

Sorting - Sorting is disabled in edit mode however, the grid retains the sorting that was done before entering edit mode.
Filtering - Filtering is disabled in edit mode however, the grid retains the filtering that was done before entering edit mode.
Navigation - Use arrow keys to move from cell to cell or tab to jump to the next editable cell.

Hot Keys

Use the for a complete list of hotkeys to help with navigating the grid and entering information.

Ediable Grid Fields

Picklist fields - Click in the field for a filterable drop down list of valid records. Or click the for a picklist pop-up.
Date fields - Click the field for a calendar to select from.
Required fields - These are highlighted in light orange.
Read Only fields - These fields are greyed out.
Restricted fields - If a user does not have permission to edit restricted fields, they will be able to edit such fields in the editable grid; however, their edits to those fields will not be saved.

Review Grid Edits

While editing icons will appear to the left of each record that is added or edited to indicate which records were edited.

	Added Record	Appears next to a record that was added during this edit session.
	Edited Record	Appears next to a record that was edited during this edit session. Click on this icon to display the review screen and allow you to view the edits made to the record.

Edit Review Screen

Click the button next to an edited record to see the edit review screen. This screen will show all Original state of the record compared to the Current state.

Edit Review Screen

Edits are highlighted in green.
Click the next to an edited field to undo the edit.
Click Revert All to undo all changes.
Click OK to close the edit review window.