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.
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.
Select the module that contains the grid you want to modify.
Select the view(s) that contains the grid you want to modify and click Edit...
Select which part of the view you want to modify on the left and click Edit Grid to edit the related grid.
The Grid Builder screen appears.
Click Manage Buttons in the bottom-right corner. The following pop-up appears:
Check the Edit in Grid box to allow users to edit records within the grid.
Check the Add in Grid and Delete in Grid boxes to allow users to add and delete records within the grid.
Click OK.
Save the changes you made.
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 to complete in Edit mode must appear in the grid.
Note: Adding more columns to a grid will increase the amount of time the grid takes to load.
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 a form exists, users should be aware that field properties set on the form can affect the fields on the editable grid. The sections below explain these relationships.
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
Required fields must be completed in order to save the record.
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: The Work Order Supervisor field can be configured to be automatically completed when a user selects a Work Task.)
Form-required fields are only required when: 1) the form is attached to the grid; 2) the field is required on the form ; and 3) the field is included in the editable grid. If any one of these conditions is not met, the user will be able to save records in the grid without completing that field.
Read-only Fields
Administrators can mark fields as read-only to prevent users from modifying field values.
Globally set read-only fields that are included in the grid will appear gray and cannot be edited.
Form set read-only fields are only read-only when: 1) the form is attached to the grid, and 2) the field is set as read-only on the form. If both of these conditions are not met, the user will be able to edit the field.
Default Values
Administrators can set default values for Lucity fields to streamline data entry or promote data uniformity.
The system automatically populates Globally set default values on a new record whether a field is included in the form or not.
The system only auto-populates Form-set default values when 1) the form is attached to the grid; 2) the field default is set on the form; and 2) the field is included in the grid. If any one of these conditions is not met, the system will not automatically populate the field with the default value.
How to enable/disable the Editable Grid functions
