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ARAS Events

Enable Editable Grids in Aras

By June 25, 2021July 13th, 2023No Comments

Have you have been working in the Innovator platform for a while and wondered why do I need to open a particular item (Part, Document, etc.) to do an edit, why can’t I just do the edit in the grid? If this question has crossed your mind, then read on…

If you follow all things Aras like me, then you were probably excited when V12SP16 was announced at ACE 2021 earlier this year. As an Aras Consultant, it is always great to see the progress that is being made with the Innovator platform and each subsequent service pack upgrade. Furthermore, I appreciate that Aras is open about their product roadmap and future offerings. V12sp16 was especially interesting because Aras added the ability to edit Items directly in a search grid. The following will review some basic configuration and usage of this valuable new feature.

Note: At the time this article was published, Innovator V12sp17 has been released and is available to subscribers. Innovator V12sp9 is the latest Open Release available for anyone to download from the Aras website. V12sp9 does not include Editable Grids, but they will very likely be included in the next Innovator Open Release. If you are not yet a subscriber, contact Razorleaf for information on how to become a subscriber.

The Editable Grid functionality is only enabled for some ItemTypes to begin with. To enable the functionality for other ItemTypes, the Administrator must make a change to the configuration. Below are the steps to enable the Editable Grid for the Part ItemType.

Log in as Innovator Admin

Navigate to the TOC and click on Administration | Preferences

Click on Search Preferences.

Search for World.

Right click and select Open from the popup.

Edit the record, select the Edit in Search Grid tab, add the Part ItemType to the relationship, and save the Preference record.

Success, we have now enabled the Part grid to be editable!

As you would expect, grid editing respects the permissions configured on the ItemType and items. In other words, if a user can edit the part in the form view, then they can edit the record in the grid view. Below is an example showing how to edit a part in the Preliminary state from the grid.

Right click on the desired row and select the Edit action.

Note the  icon in the grid which is the indicator that the item is ready for edit.

Update the Name field.

Right click on the row and select the Done Editing action.

Note the completed edit.

When a user edits a row that they do not have access to, they will see an indicator in the first column. For example, try editing a Released Part using the Edit Action.

Right click on the Released part row and select the Edit action.

Note the selected row cannot be edited which is indicated by the  icon.

Editable Grids also allow a user to edit multiple rows at a time. However, the Done Editing action must be used on each individual row. Note how Done Editing is greyed out when multiple rows are selected.

Alternatively, you can select the Unclaim action when more than one row is selected.

Note the Unsaved Changes pop-up that is presented. In this example, you will need to click the Save button for each row.

If you are an Aras Admin or Developer, you may be thinking about potential impacts when there is custom logic defined on form fields or a business need to make a field not editable by a user. For these types of use cases, Aras introduced two new property events called Change and Validate which we will review in an upcoming Article, so stay tuned!

If you still find yourself running into more questions than you can answer or have run into unexpected issues, our experienced Aras team at Razorleaf is ready to help you navigate through the process, so don’t hesitate to reach out to us!

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