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[quote user="JohnnyW"] Is it possible to dynamically change the ability to edit rows based on user or role? Or would this require a completely new grid? [/quote] Sorry Johnny I must have missed this post. Unfortunately, this is not possible. Like you said, you would have to create two grids, one editable and one not. From here you ...

James,  I have tested it and it works the way I described earlier. The Save Grid Row action no longer exists, it has been replaced by Save Grid. Let me know if you still experience unexpected behaviour with these actions but I think you'll find that the behaviour is different then from when you started this thread.  - ...

IsRatePercent is the % field in the stock Estimate screen. It can be used for items such as a discount item that perform a calculation to the item above it. See my screenshot for an example. In this example, the "Prepay Discount" item is calculating 10% off the "3 1/2 stone" item. If we uncheck the % field, it will ...

Thanks for all of the insight! Here are my thoughts: Refresh Grid action: This action refreshes the grid but does not save it. For example, if your grid is editable and you make a change in the grid without saving, the refresh grid action will refresh the grid to the previous state before the edit.  Save Grid action: The grid will ...

Yes, this would make sense. You could even put a Save Grid action and a Refresh Grid action in the same action set before you retrieve the values. This might be more efficient because you wouldn't have to remember to click Update or Save.  - Jason

Hi Greenbee,  I think in this case you should create a new field in the Opportunity table that just takes the month of the CloseDate. This way, you can sort by month only and not the entire date. Once you have this field, I suggest editing the screen CRM_Home Dashboard and adding a filter to the report object. I included a ...

I tested this a little further and found there is a difference between Actions Before Edit and Actions After Edit. Both actions are in fact triggered by saving or updating the grid, but there is a difference between which values the actions will pull. For example, I used a Retrieve Value from Table action on both Actions ...

Johnny,  There hasn't been any documentation released on the Update button in an editable grid. This link is not customizable as it is hard coded into the grid. The only way to hide this link is if you choose Do not allow editing of rows on Step 5 of 9 of the Grid Wizard. Does this help? James,  I believe the Update ...

This is not a stock report but can be created using our Report Designer. If you want to go ahead and create it and need some help, let me know here and I can offer some pointers.  - Jason

Hi Johnny,  You are right in that the Edit... caption no longer exists and should be removed from the Grid Wizard. When Editing takes place directly in the grid is selected you can directly edit the grid without having to click the caption. In my testing, it seems that the Actions Before Edit and Actions After ...