Inline-Editing in List Views

Inline-editing in list views lets you edit records from within the list view. This feature is currently available for the following views only:

• Administration > Global Settings > Organization > Projects

• Projects > Projects

  Note:

  Standard fields for projects supporting inline-editing include Project, Customer, Project owner, Project stage, Transactional budget (hours), Project location, Cost center, Active, Notes, Is a portfolio project, Start date, Invoice layout, Authorizations approver, Project budgets approver, PO approver, Purchase request approver, Bookings approver, Revenue containers approver, Timesheets approver, Invoice approver, Expense reports approver, Project approver 1, Project approver 2, and Project approver 3.

  Custom field types supporting inline-editing include Checkbox, Date, Dropdown, Pick list, Text, and Text area.

• Projects > Tasks

• Projects > Projects > [Select a project] > Project Center

• Reports > Saved Reports

  Note:

  Currently, the only field for reports supporting inline-editing is Name.

If the Inline-Editing feature is enabled and available for the list view you are working with, a label on top of the column headers indicates this is an editable list view.

• Double-click any editable cell to edit the field value straight from the list view, without having to leave the list view or open a record form.

  Note:

  Inline-editing is available for all fields except Multiple Selection and File Attachment fields. Multiline text area fields are supported as of October 12, 2019.

• Press the Tab key or Shift+Tab to go to the editable cell immediately to the right or immediately to the left, respectively. If you are editing the last editable cell to the right, press the Tab key to go to the first editable cell in the same row. If you are editing the first editable cell to the left, press Shift + Tab to go to the last editable cell in the same row.

• Click a different row to save the changes made, or press the Enter key to save the change, close the edit mode and move to the cell immediately below. An on-screen message confirms the record was saved or notifies you in case of error in the same way as when you click Save on the Task form.

• Form permissions and form rules are respected. If you are not able to modify a particular record or field on the record form, you will not be able to modify that record or field in the list view.

• Any form scripts associated with the record form are triggered when editing a record directly from the list view.

To enable this feature, contact OpenAir Customer Support.