When editing options are enabled in a report, the data
shown for a record on the report can be edited directly without opening
the record.
Editing options vary depending on the type of field being
edited. For example, a text field presents a text box and a menu field
presents a drop-down list.
- Click the row that displays the information you want to
edit.
Tip: You can see which fields can be edited inline
by hovering over the fields on the selected row. Fields that can be
edited are highlighted in blue.
-
Click the field that you want to change. Editing options specific to the field’s data type
display. For example, menu options display for menu fields and date options display for date
fields.
- Enter the new value.
- Press Enter or click outside the field you’re editing.
Changes to some field types are applied automatically when you enter
the value.
Tip: You can press Esc to cancel the edit.
- If inline edits aren't saved to the server automatically,
click Save to save the change to the server.
See Save Edits Performed Inline.