Updating Records in a Grid

On forms, records in grids can be entered into two types of grid fields: popup and Inline. Both types of grids store data in a tabular format, but the entry methods are different. Inline grids have an empty row for inputting values.

To update a record in a grid:

1. Popup Grid – when no empty row displays in the grid, you must click the Add link to complete the row’s details:
   1. At a minimum, complete the required fields.
   2. Click OK. A new row appears in the grid.
2. Note: The administrator determines which of the entered fields are displayed in the grid. You may be required to enter more values than are displayed on the form.
2. Inline Grid – if an empty row is displayed in the grid, enter values directly into the form:
   1. Complete one or more fields in the row.
   2. Click Add. A new empty row appears above the row you just completed.
3. Deleting Rows – select one or more rows in the grid and click Delete. Then click OK to confirm the action.
4. Editing Rows – check the box next to the row you would like to edit and click Edit. The dialog box (for Popup Grids) or rows (for Inline Grids) open for editing. Make your changes and click OK or Add, respectively.

Note: Grids may vary slightly in responsive forms. For example, users click Add to enter a new record. Instead of a pop-up grid, additional fields are expanded in the form to enter values for the record. When saved, the record appears as a row in a grid and then click Add again to enter another record to the grid.

Responsive forms: Pop-up grid example