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 individual record to edit it. 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:

  1. Use the Edit switch at the top of the page to turn on inline editing. When editing is off, the switch displays an x.

    List record page with Edit switched off.

    When editing is on, the switch has a green check.

    List record page with Edit switched on.

    The list page refreshes to display an edit icon in each column header that contains editable 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.

  2. Click the field where you want to enter or change information.

  3. Click away from the field to save your changes.

The data is automatically saved on that record.

Use the following keystrokes to navigate editable fields:

You can also use the following tools to increase your data entry performance when inline editing is enabled:

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 And/Or 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 on 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.

Related Topics

Working with Lists
Exporting Lists
Using the Recent Records Menu
Working with List Views, Sublist Views, and Dashboard Views
Inability to Edit a Field when Inline Editing is Enabled in a List or a Saved Search
Mass Delete Records in NetSuite through Inline Editing

General Notices