Inline editing enables employees to update/delete records directly from list pages. This allows faster and easier editing because you do not have to go into each individual record to edit it.
Before enabling this feature ensure that this feature is enabled under.
Enable Features –> Company –> Data Management (Inline Editing)
Once enabled, for all custom records “Enable Inline Editing” will be checked by default also while creating (or) updating Custom Record definition Administrators have permission to override the preference.
Use Edit button to turn on inline editing on list views
For Updating
1. Click on the Field Change the value and by using Shift key select the range of records to update.
2. After that click away from the selection range to save the record.
In the below screen we are updating Sales Rep from Mary Higgins to Rosario J. Hernandez
For Deletion
1. Select the range of records, after that scroll complete left of your list view, there we can find a Gear Icon with delete option.
2. This works how delete operation works for individual records. If there are any child records associated system will not delete those.
Limitations
1. Not all fields can be editable
2. Formula custom fields cannot be editable
Should you have a challenge in mass data handling, let’s talk.
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