17Mass Update and Inline Editing

This chapter contains the following:

Setup Overview

In this chapter, you learn how to set up two features to improve productivity. You can enable salespeople to update multiple records at the same time (mass update) and you can make it possible for them to edit records inline, directly in work area lists. Mass update is available in both the individual work areas and in Workspace. Inline editing is available only in the different work areas outside of Workspace.

Step Description Navigation Where to Get More Details

1

Enable mass update of accounts, opportunities, and other objects in the different work areas by adding the Update action to a custom layout of the landing page in Application Composer. The landing page is the search page that opens when you navigate to a work area. You can also specify the maximum number of records users can update in a system profile option.

  • Navigator > Configuration > Application Composer

  • Setup and Maintenance > Sales > Sales Foundation > Manage Administrator Profile Values

See the topic: Enable Mass Update in Individual Work Areas

2

You enable the inline editing of records in individual work areas, by setting system profile option Click-to-Edit on Landing Page Enabled to Yes.

Setup and Maintenance > Sales > Sales Foundation > Manage Administrator Profile Values

See the topic: Enable Inline Editing of Records Displayed in Lists

3

Enable mass update of records in Workspace.

Setup and Maintenance > Sales > Sales Foundation > Configure Adaptive Search > Parameters

See the topic: Enable Mass Update in Workspace.

Enable Mass Update in Individual Work Areas

Mass Update

With mass update, salespeople can update multiple records at the same time with a few clicks. No need to drill into and edit each record individually. Just click the Update action on the landing page, select the records on the page, and enter your updates. That's all there's to it.

Here's a screenshot that highlights the Actions menu in the Opportunities work area

Opportunities landing page with the Actions menu
open showing the Export and Update actions.

You can enable mass update on these application objects:

  • Activities

  • Accounts

  • Assets

  • Contacts

  • Leads

  • Opportunities

  • Any custom objects you create

During setup you can specify which job roles in the sales organization can use mass update and which fields they can update. For example, you can permit only managers to change opportunity ownership but permit all salespeople to update sales stages of the opportunities they're working on.

Enable the Mass Update Action

You enable mass update by creating a custom layout of the landing page in Application Composer. Within the layout you specify which fields users can update. You can make a layout available to everyone in the sales organization or target to specific job roles. Each layout can permit users to update different fields, so you can create different layouts for different job roles in the sales organization. Here's how to create a layout.

Create and Activate a Sandbox

  1. Click Navigator > Configuration > Sandboxes.

  2. On the Sandboxes page, click Create Sandbox.

  3. Enter a name for your sandbox.

  4. In the All Tools section, select Application Composer as the tool you want to activate for this sandbox.

  5. Click Create and Enter to create and enter the sandbox.

The application displays a bar at the top of the page with the sandbox name.

Enable the Update Action and Specify the Fields in a Custom Layout

  1. Open Application Composer, Navigator > Configuration > Application Composer.

  2. In the navigation tree, expand Standard Objects, and then expand the object you want to modify. For example, expand the Opportunity object.

  3. Within the object you're modifying, click the Pages node.

  4. Ensure that the Simplified Pages tab is selected.

  5. In the Landing Page Layouts region, select the Standard Layout and click Duplicate Landing Page Layout (the document icon).

  6. In the Duplicate Layout window, enter a name for your layout. The Standard Layout is the source.

  7. Click Save and Edit.

    Notice that your new layout is now active. The Standard Layout you copied is inactive.

    Here's a screenshot of Application Composer showing the Opportunity: Pages region. Callouts highlight some of the features.

    Callout Number Description

    1

    Pages node

    2

    Duplicate Landing Page Layout button

    3

    Role Name (down arrow icon) that you use to specify job roles that see the layout.

    Screenshot of Application Composer Opportunity:
Pages. The screenshot shows the custom Mass Update layout you created.
Callouts highlight the features described in the text.
  8. Edit the new layout to add the Update action and select the fields that users can update. Here are the steps for the Opportunities landing page:

    1. Click Edit (the pencil icon) on the Fuse Opportunity Overview Table.

    2. Navigate to the Configure Detail Form: Buttons and Actions region.

    3. In the Available Actions window, move the Update action to the Selected Actions pane. You can either double-click or use the arrow buttons.

    4. Scroll down to the Configure Mass Update Fields region.

    5. Move the fields you want users to update to the Selected Fields column.

      Tip: If entry in a field depends on the value of another field, you must expose both fields. For example, users can't enter a sales stage unless they select the sales method first.
    6. Click Save and Close, then Done.

  9. By default, your custom layout is available to everyone. Here's how to restrict use of layout to specific job roles:

    1. Select the layout and click Role Name (the down arrow icon).

    2. In the Select: Roles window, click Show available predefined roles and Specific Roles.

    3. Move the job roles to the Selected Roles column and click OK.

Test and Publish the Sandbox

Test your new layout in the work area where you enabled it and publish the sandbox.

  1. Click on the sandbox name in the sandbox toolbar and select Publish.

  2. Click OK in the dialog box to navigate to the Sandbox Detail page.

  3. In the Sandbox Detail page, click Publish again.

  4. Click Continue to Publish in the warning message to confirm that you want to publish.

Specify the Maximum Number or Records Users Can Update at the Same Time

You can specify the maximum records users can update at the same time by setting two profile options.

Note the following:

  • By default, users can update a maximum of 25 records at the same time.

  • The maximum number of records you can update is 500.

  • For custom objects, the maximum number is set to 25 records. You cannot change this number.

Application Object Profile Option

Activities

Activity Mass Update Threshold Value (ZMM_MASS_UPDATE_THRESHOLD)

  • Accounts

  • Assets

  • Contacts

  • Leads

  • Opportunities

Mass Update Threshold Value (ZBS_MASS_UPDATE_THRESHOLD)

Set the Profile Options

Here's how to set the profile options:

  1. In Setup and Maintenance, go to the following:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Administrator Profile Values

  2. In the Manage Administrator Profile Values page, search by the profile option name or code.

  3. Click the profile option name link.

  4. Set the profile option value.

  5. Save your changes.

Enable Inline Editing of Records Displayed in Lists

Enabling inline editing of records in landing page lists saves the extra clicks it takes to drill down into individual records. For example, salespeople can edit the name of an account, select a contact, or enter the account classification directly in the list of accounts on the Accounts page.

Accounts page with click to edit enabled. The selected
record enables the editing of Name, Primary Contact, Industry, and
Organization Type fields.

You can enable inline editing of records on landing pages of these objects:

  • Accounts

  • Contacts

  • Opportunities

  • Leads

  • Activities

  • Assets

You enable the feature by setting the system profile option Click-to-Edit on Landing Page Enabled.

  1. In the Setup and Maintenance work area, go to the following:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Administrator Profile Values

  2. In the search region of the Manage Administrator Profile Values page, enter the profile option code name ZBS_ENABLE_CLICK_TO_EDIT in the Profile Option Code field.

  3. Click Search.

  4. Click on the profile option name in the search results.

  5. Set the profile option value to Yes.

  6. Click Save and Close.

Enable Mass Update in Workspace

Here's how to make it possible for salespeople to update multiple records at the same time while using Workspace.

  1. Navigate to the Setup and Maintenance work area, open the Configure Adaptive Search task:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Show: All Tasks

    • Task: Configure Adaptive Search

  2. On the Configure Adaptive Search page, click Parameters (callout 1).

  3. Click Edit.

    Here's a screenshot of the page after you click Edit.

    Configure Adaptive Search page with the Parameters
tab selected
  4. In the Enable Mass Update row, Current Value column, enter Y (callout 2).

  5. Click Save and Close.