Editable Grids Setup

Setup for the editable grids is controlled by your grid configuration, system field properties, and form field properties. This section goes over several things to keep in mind when designing grids that will be editable.

Editable Grid Permission Setup

Access to the Editable grids is controlled by the following permissions. Users must be in groups that grant these permissions.

* You may want to removed this permission to disable inline editing if your are using Internet Explorer and have a slow system as the editable grid can cause performance issues in this situation, even when the user is not editing.

Enable/Disable the Editable Grid functions

The Editable Grid is automatically enabled on all Lucity Grids but can be enabled and disabled. This is done in the Lucity Administration Tool.

Open the Lucity Administration Tool.
Go to Forms > View/Form Manager.
Select the module you want to modify a grid for.
Select the view you want to modify a grid for and click Edit...
Select the level of the view you want to modify and click Edit Grid.
The grid builder screen will pop-up.
Click Manage Buttons in the bottom-right corner. The following pop-up will appear:
Check the Edit in Grid box to enable the Editable Grid funcationality.
Check the Add in Grid and Delete in Grid boxes to enable edit and delete functionality with the editable grid.
Click OK.
Save the changes you made.

Editable Grid Field Configuration

Field Properties for the grid are controlled by both the system field properties and the field properties for a form that is attached to the grid. The Global field properties can make fields Required or Read-only. The form field properties can also make fields required or read-only but can also set other properties like default values.

The grid does not require an attached form to use the editable grid. However, the field properties on the form can affect the grid. Therefore, if you want to set a default value for a field, or make a field required just in this grid you will need to setup the desired field properties on a form and then attach the form to the grid.

The fields that show up in the Editable Grid are controlled by the fields that are displayed in the grid. Therefore, all fields that you want to edit must appear in th grid.

If a field is required to be edited it must be in the grid if you want to add new records. If the field is not in the grid you will not be able to save the record.

One way around this requirement is to include that field on a form attached to the grid and set a default value. Even if the field is not in the grid the system will automatically populate it with the default value.

General > Add	Required for each module you will be adding record in.
General > Edit	Required for each module you will be editing records in.
General > Delete	Required for each module you will be deleting records in.
Lucity Apps > Lucity Web > Allow Inline Editing permission *	Required to use the Editable grid function in any module.