Using Inline Editing
Inline list editing enables you to update records quickly by changing data directly in a record's row on the list page. This capability supports faster and easier editing because you do not have to go into each record to edit it. You can also edit multiple records simultaneously by using keyboard commands. Addresses cannot be edited on list pages using inline editing.
Inline list editing is available when the Inline Editing feature is enabled. To enable the feature, go to Setup > Company > Enable Features. On the Company subtab in the Data Management section, check the Inline Editing box and click Save.
To use inline editing:
-
Use the Edit switch at the top of the page to turn on inline editing. When editing is off, the switch displays an x.
When editing is on, the switch has a green check.
The list page refreshes to display an edit icon in each column header that contains editable fields. You can also identify editable fields by placing the cursor on them. A field is editable if the cursor turns into a hand when on the field.
Important:Display types affect whether fields are available for editing or not. For more information, see Setting Display Options for Custom Fields.
Important:Columns that display an edit icon in the header may include field values that are not available for the inline editing due to data validation that prevents editing generally. The edit icon does not mean that you can use inline editing for every field in the column.
-
Click the field where you want to enter or change information.
-
Click away from the field to save your changes.
The data is automatically saved on that record.
Use the following keystrokes to move among editable fields:
-
Press Tab to move right.
-
Press Shift+Tab to move left.
-
Press Shift+Enter to move up.
-
Press Enter to move down.
-
Press Alt+X to edit the first editable field on the page.
-
Press Ctrl+Z to revert the value in a field back to the previous value.
-
Press Esc when you are done editing a field to save the new value and close the field.
You can also use the following tools to increase your data entry performance when inline editing is enabled:
-
Edit the same field on multiple records by pressing Ctrl and holding it as you select multiple fields.
Note:Note that you can only edit multiple fields in the same column. You cannot edit multiple fields across different columns simultaneously.
-
Click Add above the list to open a Quick Add popup window for the current record type.
-
Click the
icon in the New column to open menu of related records. Select an option to create the new record on a separate page. The icon appears when you move your pointer over the column.
If you change many field values in one session using inline editing, NetSuite may have to update multiple records simultaneously. In this case, you may receive the following message: “Too many inline edits. Please wait a few seconds and try the edit again.” You should be able to complete your most recent edit after a brief wait.
Additional Notes about Inline Editing
Edit and Customized List Views
You can customize the list view to display certain fields from a record type on the list page. For more information, see Customizing List Views. Note that if the Use Expressions option is enabled for a search, inline editing is disabled in list, dashboard, and sublist views based on the search. If you want inline editing to be available for a view, ensure that the Use Expressions box on the Criteria subtab is not checked for the search that filters view results. See Using Expressions in Search Criteria.
Limitations for Inline Editing on Referenced Fields
If a field on a record is referred to by a formula custom field, you cannot edit the referenced field with inline editing. For more information about sourcing, see Creating Formula Fields.
Additional Setup Option for Custom Search Portlets
When the Inline Editing feature is enabled, editing is available by default for all search results in dashboard portlets. However, each Custom Search portlet has an Allow Edit setup option that you can use to enable or disable the Edit feature for specific portlets. See Displaying Saved Search Results in Dashboard Portlets.
Allow Editing Option for Custom Records Is Unrelated
Each custom record type created in NetSuite has an Allow Editing option that is different from the general editing that is available when the Inline Editing feature is enabled. When enabled, the custom record type option permits records of this type to be edited directly when they display in a sublist on a parent record. Enabling this option does not control whether records of this type can be edited inline in their own list pages and views. This option is not related to the Inline Editing feature or to the Edit buttons that display on list pages when the feature is enabled.
Inline Editor Sublist Tooltip
When you are editing a sublist inline and you hover over a cell, the tooltip appears and shows the column name. If a sublist has many lines, you can view the column name when scrolling down the sublist.
You can enable or disable the tooltip by checking or clearing the Sublist Column Name Tooltip box which is located on the Appearance subtab at Home > Set Preferences.
