Editing a record directly from a report is possible with inline editing.
Editing inline on a report
To edit inline on a report:
Navigate to a report with records that you want to edit. Note: this can be a report in navigation area, a report on the screen or a report on a form.
Select EDIT INLINE in the Action menu bar.
Edit the fields as required. Edited rows appear highlighted in green.
Select SAVE CHANGES to save the changes.
Select DISCARD CHANGES to discard the changes.
Check
- Green rows show successful saves.
- Red rows show unsuccessful saves. A save is unsuccessful if it does not conform to the validation rules on the form (for example leaving a mandatory field blank).
Tip
After selecting EDIT INLINE select a row to set focus on the first cell. Press the Up/Down arrows to change rows being edited and press Tab to move across cells being edited.
Editing restrictions
Please refer to the notes below for details on inline editing behaviour.
In some cases, inline editing may not be available on certain cells.
Fields Types
Only the following field types can be edited inline:
- Text
- Multiline Text
- Number
- Autonumber
- Decimal
- Currency
- Date & Time
- Date
- Time
- Yes/No
- Choice
- Lookup
Conditions
To be able to inline edit a cell, the following conditions must be met:
- The field must be on the form that is assigned to the report, see Report Properties
- The field must be editable on the form that is assigned to the report i.e. must not be read-only
- The logged in user must have access to edit the record, see Record Access