Edit

Share via

Add editable Products grid to Opportunity, Quote, Order, and Invoice forms

  • Article

Editable products grid on the Opportunity, Quote, Order, or Invoice forms lets sellers to edit product details inline, without having to open individual product records to update.

Enable editable Products grid

Currently, the preconfigured Products grid is available only on apps built on the Unified Interface framework and is optimized to work on the web.

The product editable grid is added out-of-the-box to the Product Line Items section of the Opportunity form of type Main. For Quote, Order, or Invoice, it is added to the Products section of the forms of type Main.

If you’re upgrading to the latest version and you’ve made customizations to the Product Line Items or Products sections of these forms, your customizations will prevail, and the product editable grid won’t be added to the forms by default. You must manually enable the product editable grid, though the product grid configurations for the editable grid already will be defined. If there are no customizations to these sections, the Products grid will be automatically configured and enabled after the upgrade.

To enable the editable products grid on the Opportunity, Quote, Order, or Invoice form:

  1. In the sales app, go to Settings > Advanced Settings.

    Screenshot of the Advanced Settings option on the Settings menu.

  2. Go to Customization > Customizations > Customize the System.

  3. In the left pane, expand Tables and then the entity you want, and select Forms.

    Note

    If you are using the classic view, under Components, expand Entities, and then the entity you want, and select Forms.

  4. In the list of forms, open the form of type Main.

  5. Depending on the table type, select properties:

    • For Opportunity, select the products area.
      Opportunity Products area in the Product Line Items section
    • For Quote, Order, or Invoice, select the Products area.
      Products area in the Products section

  6. In the right pane, go to the Components section and select the devices on which you want the editable grid to be available.
    Currently, the editable grid is optimized to work on the web.
    Editable grid control in the Set Properties dialog box
    Notice that the properties of the editable grid such as Grid view or Nested grid view are preconfigured by default.

  7. Save and publish the form.

Can't find the feature in your app?

There are a few possibilities:

  • You don't have the necessary license to use this feature. Check out the comparison table and the licensing guide to see which features are available with your license.
  • You don't have the necessary security role to use this feature.
  • Your administrator hasn't turned on the feature.
  • Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

Make model-driven app views editable using the editable grid control