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Editable List Views

Use an Editable List view to create a view that displays and allows you to edit lists of information. Editable list views make it easy to capture data in a spreadsheet-like way, for example an order items entry page as shown here, where someone can easily enter data for multiple line items in a sales order:

When you create a List view, you can select to Enable list editing. This turns a regular List view into an Editable List view. An Editable List view looks the same as the List View Layout, with an additional section called Add/Edit Item. The Add/Edit Item section represents the data entry row used to capture or edit information in the list view. In the example below, notice how the controls in the Add/Edit Item section will display at runtime when someone is using the view to capture information. When you are creating an editable list view, it is very important that you bear in mind which controls are used to enter data (the Add/Edit Item section), versus which controls are used to display the list of data (the table above the Add/Edit Item section). See Display Row section and Add/Edit Row section for more detail on the differences between the two sections.

See the following resources for more information:

See How To: Working with Editable List Views for an example about configuring an expression, using a SmartObject as the data source of a control, transferring data, and using an unbound rule in the Editable List view.
See How To: Configure an editable list view with required fields and rows for an example about configuring an editable list view to check for a required field, and that a row is not blank.
See How To: Create a Form where you can enter data in a “header/detail” or “master/line items” style for an example of using an Editable List view.
See How To: Use Conditional Images in an Editable List View to Show Severity Indicators for an example of configuring an Editable List view with expressions to show conditional images as indicators showing the severity of a liability.
See How To: Use Expressions to Perform Calculations in a List View for an example of adding expressions on list view controls to calculate values.
See How To: Use the Sum function for an example of using the Sum function in a workflow to get the total for a set of values in an Editable List view.

Designing an Editable List view

Rules, Events and Actions

Type	Rule Definition	Example
View Events	When the View executed List item added	You can execute a rule condition or action when a list item is added, for example to validate if a control has a value, and then apply all changes made to the row.
View Events	When the View executed List item changed	You can execute a rule condition or action when a list item is changed, for example to validate if a control has a value, and then apply all changes made to the row.
View Events	When the View executed List item click	You can use a rule condition or action when a list item is clicked, for example to edit the selected row on the list.
View Events	When the View executed List item double click	You can use a rule condition or action when a list item is double clicked, for example to edit the selected row on the list.
View Events	When the View executed List item removed	You can use a rule condition or action when a list item is removed, for example to get confirmation from user and then apply the changes made to the row.
View Events	When the View executed List row added	You can use a rule condition or action when a list row is added, for example to disable a control or populate a control.

Type	Rule Definition	Example
SmartObject Interaction	List item click	You can use this method for example to transfer data when a list item is clicked.
SmartObject Interaction	List item double click	You can use this method for example to transfer data when a list item is double clicked, see How To: Add Lookup Information to a Form
SmartObject Interaction	List refresh	You can use this method for example when the view is expanded, see Configure the Collapse And Expand View Events And Actions and How To: Automatically Refresh Data on a View with a Timer Control
Editable List Functionality	Add a new row to the editable list	Adds a new editable row to the list. Use this to add new data for example when a button is clicked.
Editable List functionality	Edit the selected row on the editable list	Edits an existing row in the list. Use this with the When the View executed List item double click event to allow for editing of data.
Editable List functionality	Remove the selected row from the editable list	Removes the selected row from the list. Use this for example with the When the Delete ToolBar Button is clicked event or when a button is clicked event. Note this method does not save the data, it only removes the row from the list.
Editable List functionality	Add a new row to the editable list subview	Adds a new editable row to the list on a subview. Use this to add new data for example when a button is clicked.
Editable List functionality	Edit the selected row on the editable list subview	Edits an existing row in the list on a subview. Use this with the When a subview executed List item double click event to allow for editing of data.
Editable List Functionality	Remove the selected row from the editable list subview	Removes the selected row from the list on a subview. Use this for example with the When the Delete ToolBar Button is clicked event or when a button is clicked event. Note this method does not save the data, it only removes the row from the list.
Editable List Functionality	Add a new row to the editable list View on subform	Adds a new editable row to the Editable List view on a subform. Use this to add new data for example when a button is clicked.
Editable List functionality	Edit the selected row on the editable list View on subform	Edits an existing row in the Editable List view on a subform. Use this with the When a View on a subform executed List item double click event to allow for editing of data.
Editable List functionality	Remove the selected row from the editable list View on subform	Removes the selected row from the Editable List view on a subform. Use this for example with the When the Delete ToolBar Button is clicked event or when a button is clicked event. Note this method does not save the data, it only removes the row from the list.
Editable List functionality	Apply the changes made to the row on the editable list View	Applies changes such as adding, editing, and removal of data to the row. Use this with events such as When the View executed List item added, When the View executed List item changed, and When the View executed List item removed.
Editable List functionality	Cancel the changes made to a row on the editable list View	Cancels changes such as adding, editing, and removal of data to the row. Use this for example when a button is clicked to undo any changes to the row.
Editable List functionality	Apply the changes made to a row on the editable list subview	Applies changes such as adding, editing, and removal of data to the row on a subview. Use this with events such as When a subview executed List item added, When a subview executed List item changed, and When a subview executed List item removed.
Editable List functionality	Cancel the changes made to a row on the editable list subview	Cancels changes such as adding, editing, and removal of data to the row on a subview. Use this for example when a button is clicked to undo any changes to the row.
Editable List functionality	Apply the changes made to a row on the editable list View on a subform	Applies changes such as adding, editing, and removal of data to the row on the Editable List view on a subform. Use this with events such as When a View on a subform executed List item added, When a View on a subform executed List item changed, and When a View on a subform executed List item removed.
Editable List functionality	Cancel the changes made to a row on the editable list View on a subform	Cancels changes such as adding, editing, and removal of data to the row of an Editable List view on a subform. Use this for example when a button is clicked to undo any changes to the row.