Quick Edit

Quick Edit is a feature that allows users to edit fields on a record directly from the list view. The system administrator determines which fields display in the Quick Edit pop-up from the list view configuration page.

The Quick Edit pop-up adheres to the edit permissions set on each custom field and in the application's security matrix. The data validation configured in each individual custom field is also performed when changes are made to field values from the Quick Edit screen.

The system administrator can also configure where the Edit button appears on the list view record, and the label of the button.

Since Quick Edit is configured on the list views, which can be made available only to certain roles, you can restrict the ability to use Quick Edit to certain roles.