Editable Grids Setup

The appearance and functionality of the editable grids is controlled by an agency's Lucity grid configuration, system field properties, and form field properties. This section of the Help Guide discusses several factors to consider when designing grids that users will edit.

Editable Grid Permission Setup

Users' access to the editable grids is controlled by the following permissions. Users must be in groups that grant these permissions.

General > Add	Required for each module in which the user will add records.
General > Edit	Required for each module in which the user will edit records.
General > Delete	Required for each module in which the user will delete records.
Lucity Apps > Lucity Web > Allow Inline Editing permission *	Required to use the Editable Grid function in any module.

* Administrators may want to remove this permission to disable inline editing if users use Internet Explorer to access Lucity Web and experience issues with system speed. Editable grids can affect performance in IE, even when a user is not editing.

Enable/Disable the Editable Grid functions

The Editable Grid functionality is enabled by default on all Lucity grids; however, it can be enabled and disabled through the Lucity Administration Tool.

How to Enable/Disable the Editable Grid functions

Editable Grid Field Configuration

Available fields

The fields designated to appear in the module grid also appear in Edit mode. Therefore, any field that an agency wants users fill out in Edit mode must appear in the grid. (Users can edit Form fields that do not appear in the grid by opening the Form.)

Note: Adding more columns to a grid will increase the amount of time it takes to load. This is especially true when using Internet Explorer.

Forms

It is not necessary for a module grid to have an attached form in order for users to edit that grid in Edit mode. However, if the form is present the field properties set on the form can effect the fields on the editable grid. The affects are listed below.

Field Properties

Field Properties for an editable grid are controlled by both the global field properties and the field properties for the form attached to the grid.

Global Field Properties enable users to make a field required or read-only for all users across the Lucity system.
Form Field Properties enable users to make a field required or read-only but only when using the form.

Required fields

Fields can be marked as required.

Globally required fields must appear in the grid in order for users to add new records in Edit mode. If a globally required field does not appear in the module grid, those who use the editable grid will be unable to save records. Note that the requirement may be met if the field is filled out automatically due to some function within the module. (Example: Work Order Supervisor automatically filled out when a Work Task is selected)
Form required fields are only required if the form is attached to the grid, if the field is required on the form, and if the field is included in the editable grid. If one of these is not true the user will be able to save records in the grid without filling out that field.

Read-only fields

Fields can be marked as read-only. This stops a user from editing the field.

Globally set read-only fields that are included in the grid will be greyed out and uneditable.
Form set read-only fields are only read-only if the form is attached to the grid and if the field is read-only on the form. If one of these is not true the user will be able to edit the field.

Default values

Fields can have default values set. This adds information into a field without the user filling it out.

Globally set default values will be filled out for a new record whether a field is included in the form or not.
Form set default values are only filled out if the form is attached to the grid, if the field default is set on the form, and if the field is included in the grid. If one of these is not true the field will not be populated with the default value.