We know that many customers are looking forward to the contents of this update. We’re now starting to make good on the promises of the 2020 roadmap and can release one of the headline features – inline editing.
As this is a major feature, it’ll be introduced with a ‘beta’ label for keen early adopters to test and provide feedback on. By default it will be turned off, but can be enabled by an administrator on a view by view basis.
The goal of this feature is to allow rapid and efficient editing of data when in the list view so there’s no need to drill down into a record to edit and back to the list again after each.
Some examples of where this might be useful would be when working through a list of milestones to update statuses, or when in a list of stock items to update quantities.
How does this work: In a list view, the rows can be made editable by your system administrator. (If you do want to drill down into a particular record, that’s still possible).
In inline editing mode, the list view changes from something like this:
into this editable version:
Within a view, certain fields will be editable, but others will be read-only. Fields that can be editable are all those which are from the view’s parent table, except for
- Large text fields – we want the UI to remain compact and it’s not usually required to edit large amounts of text in inline editing scenarios
- Tags fields – at least not in this first beta version – this may come in a future release
Of course, calculations aren’t editable either.
To edit a field click in an editable (white) field to edit the data.
Navigate to other rows with the up or down arrow keys, and across to other fields in a row with the tab key.
Clicking a non-editable field will take you to the full editing form for a record. (Alternatively, just click at the space at the beginning or end of a row).
Hovering over a text field will display the full contents. In the more condensed inline editing mode, only the start of longer content may be initially visible.
Enabling inline editing
In order to retain control, an administrator must set a view to be inline editable. There are three settings you can select
- Disallow: the view can’t be inline edited
- Allow but turn off by default
- On by default
As an admin, go to the manage tab for a view and under ‘advanced options’, select one of the above.
When inline editing is allowed (either off or on by default), a switch appears at the bottom of the view with which the user can change modes.
We hope you enjoy this feature and find it useful. As a beta release, feedback is especially welcome.