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prashantk3550
February 3, 2025
Question

Inline Status Update in Read-Only Grid

  • February 3, 2025
  • 3 replies
  • 0 views
Hello,

I have a use case where a read-only grid displays a list of projects, with one column showing statuses such as Complete, Cancelled, Design, etc. I want to enable users to click on the status, which should then display a dropdown containing all available statuses. The user should be able to select a new status, and the update should be saved to the database accordingly.

Requirements:

  • Clicking on the status field should open a dropdown with all status options.
  • Once a new status is selected, it should be immediately updated in the database.

3 replies

stefanhelzle0001
stefanhelzle0001
February 3, 2025

I think, the most Appian-like approach is, to design a related action that allows to change the status. Add that action to the grid using a recordActionField.

But, that's not like I try to think about implementing a business process. Changing the status of something is not what the user should do directly, but something that happens as the intermediary or final result of a business process.

    mathieud0001
    mathieud0001
    February 4, 2025

    100%. If you are manually updating statuses, you've basically back building to a basic CRUD app which defeats the purpose.

    If you are intent on doing it the way you described, a simple writeRecords on the dropdown field will do the trick. It will update once you tab out of the field.

    konduruc733182
    konduruc733182
    February 3, 2025

    Hello [mention:ff4bbda08ef944aea72503dea343e24e:e9ed411860ed4f2ba0265705b8793d05] 

    I agree with Stefan, you would not want to perform the update in such a way. Instead use record actions and show a confirmation to the user that there is a change being done. If you are talking about bulk updates call this whole data in a editable grid In a record action, where you would have a dropdown to select the status and the rest would be read-only. On submit you can update all the records. 

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