Quick Edit

Overview

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.

Configuring Quick Edit

To configure Quick Edit for a given list view, take the following steps:

1. Go to the List View Configuration Page.
2. Select the list view from the left-hand list (note that Quick Edit is only available for System Views, not Personal Views).
3. Select the "Enable Quick Edit" option under "Other Options" and hit "Save":

A new tab, "Quick Edit," will now be visible between the "Sort Order" and "Export" tabs.

4. Optional: If you would like to change the label on the Quick Edit button, you can type a new value into the "Edit Button Label" field, shown here:

5. Click on the Quick Edit tab and, under the "Enable Fields for Quick Edit" section, select the fields that you wish to be displayed in the Quick Edit pop-up:

6. Click on the "Columns" tab.
7. Choose the column in which you want to display the Quick Edit button.
8. Click into that column and select the "Show Quick Edit Button" option. The "@QUICKEDITBUTTON@" variable will appear in that column's "Content Template." An example below shows the Quick Edit button having been added to the first column of a list view:


The Edit button will now appear in the configured list view.

Quick Edit has been successfully configured.

Validation

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.