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Editable grid

Last post 06-14-2016 2:20 PM by biggknock. 4 replies.
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  • 06-10-2016 5:40 PM

    Editable grid

    Hi all

    New to Method, so I'm probably asking a question that's been answered already, however, all the search results I'm getting are related to the Classic version of Method and it seems like things have changed.

    I'm trying to make a grid editable at the spot, meaning you click the field and you change it depending on the field type (if it's a text, edit the text, if it's a dropdown, change the option etc). Is there a way to enable this like it seemed to be possible in Classic version of Method?

    Thanks!

  • 06-14-2016 8:35 AM In reply to

    Re: Editable grid

    Hi There,

    Welcome to the Method Forums!

    The Grids in Method New are not able to be set as 'Editable' on the Grid object itself as it was in Classic. There were a few design/aethetic reasons for this, but we wanted to make the addition of items or records a little more robust overall (hence the new screens when adding Grid items in the stock Apps)

    This is certainly something we are taking into consideration adding at a future date, and I'll be sure to bring up your feedback with the team!.

    If you have any other platform suggestions, please let me know! Definitely happy to take any and all feedback :)


    Regards,

    -Ben

    Ben Hargreaves
    Senior Support Specialist
    Method:CRM
    b.hargreaves@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 06-14-2016 10:54 AM In reply to

    Re: Editable grid

    Thanks for the reply, Ben! It would definitely be useful for grids to be editable in certain situations where minor modifications on the fly on a list of jobs, items or similar need to be done. For example, switching some sort of status field from False to True or changing an option from a dropdown menu could be done with one click instead of having to go to a whole different screen to edit.

  • 06-14-2016 11:51 AM In reply to

    Re: Editable grid

    Very true. Would be a great addition! In the meantime, if you needed to build a workaround for this we could certainly plan that one out together.

    For example, Updating a field on the grid to be a True/False could be achieved by adding a button which uses the Loop through Grid action , and the Update Fields in Table action to make the necessary changes on the fly. I can link some screenshots of that in action if it would help out :)


    -Ben

    Ben Hargreaves
    Senior Support Specialist
    Method:CRM
    b.hargreaves@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 06-14-2016 2:20 PM In reply to

    Re: Editable grid

    Thanks, Ben! Yeah, that's what I ended up doing for the time being.

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