In-line Editing

You can edit in-line while viewing a list of records to easily make changes without having to click to view each individually. 

To Edit In-line

  1. Within an app, navigate to the View showing the records that need to be edited. Find more on Creating a List View
  2. On the right of a row of data, click the Edit Edit icon to edit any editable fields showing in the current view.
  3.  Click the Save Save icon to Save, and Cancel Cancel to Cancel the edits.
  4. Click the Delete Screen_Shot_2017-08-10_at_12.50.32_PM.pngicon to delete a record. 

Fields that can be Edited In-line

  • Text
  • Text Area
  • Number
  • Radio Button
  • Check box
  • Multi-choice
  • Drop-down
  • Date
  • Time
  • Date and time
  • Link
  • User selection
  • Department selection
  • Group selection

Fields that cannot be Edited In-line

  • A field specified for "Fetch Criteria" in a Related Records setting
  • A field specified for "Field Mappings" in a Lookup setting
  • A field set in a table
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