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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Controlling In-Line Ed...
Microsoft Dynamics CRM (Archived)

Controlling In-Line Edit Sub-Grid functionality (CRM 2016)

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Posted on by northerncrm 4

Hi all,

Soon enough, my organization will be making the jump from Dynamics 2011 to Dynamics 2016.  One of the things that's obviously new to me are the in-line edit subgrids - specifically as they relate to "Products".

Though I do see the advantage to having them, to me, they appear only useful if you aren't really customizing the child product entity record (i.e. Opportunity Product, Quote Product, Order product).  In my particular case - I do have additional fields on these forms that the user needs to fill in.  Coupled with this, is the fact that in our CRM, we do not use "Write In" products whatsoever.

My question is this, on any sub grid that presents an in-line edit view, when the '+' icon is clicked, and "Add Existing" is selected, is it at all possible to have the user presented with the child entities full form?

Using the "Ribbon Editor" I noticed that I can't suppress the menu that appears which shows (Existing Product and Write In Product), but I can disable it so the user can't click on any of the entries.

It's likely just my ignorance and coming up to speed with the new version, but if someone could point me in the right direction, I would greatly appreciate it.

Cheer!

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  • Verified answer
    Jason M. Cosman Profile Picture
    Jason M. Cosman 5,234 Moderator on at

    Hello GrindMyGears!

    Great question!

    For a normal CRM Subgrid the way the control acts is that the  add existing or create new is done by the child entity's field requirement on if its required or business recommended.

    For the Opportunity + Opportunity Product it is a bit different as Robin has pointed out. He's the man!

    I hope this helps!

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi Grinds,

    @Jason & Grinds: Jason is absolutely right in many other cases, but the relationship between opportunity and opportunityproduct is kind of different - so the opoortunity lookup in opportunity product is allready system required!

    So Grinds, you are right in saying that it only works well if you don't configure the child records.

    In-line editing on the opportunity is one of the few places it's supported at all, and it comes with a cost, meaning you can do very little with how the entities behave in relation to one another (like creating a new subgrid linked to opportunity products on the opportunity form - and you won't be able to click the '+' button).

    What I did for my project is omit the opportunity product entity alltogether and create a new entity with a N:1 relationship to opportunity. This does mean that you lose the in-line editing functionality alltogether - and regardless of it's restrictions, it is a very powerfull and nice piece of tooling.

    Maybe it is possible to open the full opportunity product form with customization - I never tried that.

    Kind regards,

    Robin

  • northerncrm Profile Picture
    northerncrm 4 on at

    Hi Jason/Robin,

    Thank you both for getting back to me.  Sorry for my delay in acknowledging your replies.

    I think you've both essentially confirmed what I have been finding.  I will definitely investigate the other entities (i.e. quotes/orders) to see if I can use what Jason suggested as a work around.

    As for Opportunity/Opportunity product,  I'll keep playing with it.  I agree that the in-line edit feature is a nice bit of tooling.  I think perhaps I need to get familiar with Sparkle XRM to see if I can't expand on editable grids to meet my needs.

    Thanks again to both of you!

    Sean.

  • northerncrm Profile Picture
    northerncrm 4 on at

    I wanted to follow up as I've been looking at this more in depth.  It seems if I change the subgrid to be "All <entity> Products" rather than the "in-line edit view" that those views come in, and have the '+' symbol on the top right of their sub grids.  That said, I'm not sure why as they are completely unresponsive when the user clicks on them (OOB environment, no customization on the ribbon).

    Frustrating to say the least.

  • Suggested answer
    Brian Bonnor Profile Picture
    Brian Bonnor 20 on at

    You can get edit the opportunity product subgrid view and still have the + work. On the Opportunity form. Edit the out of the box Opportunity Product in-line view and click Save As. Add available fields (such as Tax) to the column list. Save your updates. On the Opportunity Form change the subgrid view to your new view. Before saving the Opportunity form - important - ensure the name of the subgrid is 'opportunityproductsGrid' (this is what keeps it 'in-line editable').

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