Inline Record Edit Mode

Each Table view includes the Inline Edit functionality, allowing you to edit a record directly in the table view list.

When the Inline Edit mode is enabled for the view, the New and Edit buttons change their behavior to render edit controls right into the page. A user can either Cancel the editing session or change the data and press Save to update the record.

The Inline Edit functionality is very handy for editing records in the Details View.

To enable inline editing functionality, you can edit a Table View and check the Inline Edit checkbox in the Allowed actions section.

If the Inline Edit option is activated in a view, when a user clicks the Edit button, any reference column displayed in the view will be replaced with a Record Picker. If a Proxy Column is specified for the reference and the corresponding lookup to the proxy column is displayed instead of the reference column, the system will display a Record Picker for that lookup column as well.

The record in inline edit mode follows form behaviors and validation rules, just like when being edited via a regular form.

However, there are some limitations: View’s subtotals/grand totals and master record data that depend on edited values are not updated at the moment; Simultaneous editing conflicts are reported, but there is no other way to resolve them but to cancel the edit.