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Microsoft Dynamics CRM (Archived)

Making Products quote grid editable

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Posted on by 22

Hello All,

I want to make the product quote grid editable on some fields, it's already enabeled in the quantity field and i wanted to add this ability for some other columns

33566.Capture.PNG

I found in some websites that we can achieve this by changing the controle setups on the entities, but in my case here , I didn't find anything and I dont know how microsoft developpers were able to make quantity field editable . Do you think that there is any Javascript code ?

7565743.Capture.PNG

Thank you in advance

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  • Suggested answer
    Shidin Haridas Profile Picture
    3,497 on at
    RE: Making Products quote grid editable

    Apologies for not making myself clear. Here you go. 

    The Quote Products grid provided by Microsoft is a 'special' grid, as you can make inline edits to the grid (see screenshot below)

    QuoteProductGridEdit.png

    If you try to modify the same grid, you will see that there is no 'Save' button for the view, which means that Microsoft DOES NOT allow us to modify this grid. 

    QuoteProductGridEdit.png

    If you use the 'Save As' option, the grid you end up with is a normal non-editable grid. 

    So long story short, there is NO way to edit that grid you see on Quotes page. 

    Only workaround is to:

    1. Use the editable grid feature (but this might provide some challenges and is only half baked, unless you wire up scripts to calculate the column values)

    2. Implement your own similar grid from scratch. 

    If this answer helps you, please mark it as verified. 

    Shidin

  • Badrikudo Profile Picture
    22 on at
    RE: Making Products quote grid editable

    Hi,

    Thank you for your apply . However i dont get the most of what you said

    Why do we need to implement HTML and Javascript while the standard Dynamics provide the ability to open up the columns and make the grid editable ?

  • Suggested answer
    Shidin Haridas Profile Picture
    3,497 on at
    RE: Making Products quote grid editable

    Hi Badrikudo,

    The OOB grid is editable, yes.

    However, if you try to make column changes or any changes to this grid, the grid stops being editable and behaves as a normal read-only grid.

    Only way around is to custom implement your own editable grid to mirror the Product Quotes grid using HTML and JavaScript.

    Cheers,

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