Feature Highlight: Inline Editing

06/08/2017 Posted by Odalis

Inline editing allows users to edit fields directly from a table, without using a form. So instead of jumping between edit forms to update different records, all changes can be made from the same page.

For example, admins of this business directory app can quickly make updates to businesses by clicking on any field on the table they want to edit:

You’ll see that fields that are editable with inline editing will be highlighted. When clicked, a small pop-up window will show up so an update can be made.

Note: Changes made through inline editing won’t trigger record rules or emails. Those are only triggered by updates submitted through a form.

How to Add Inline Editing to a Table

Now that you’ve seen how inline editing works, here are the steps for adding it to your tables.

1. In the Pages section of the builder, select the page that holds the table you want to add inline editing to.

2. Click on the table on that page to open the editor.

3. Go to the Options section and select the box next to “Inline Editing”:

Note: When inline editing is enabled, it will affect any editable fields. However, if there are fields where you don’t want to allow inline editing, you can specify that.

For example, in the table below, all fields have inline editing enabled. But we don’t want the Business ID field to have inline editing enabled.

To remove inline editing from that field, we’ll go to the Columns section of the editor. We’ll hover over the Business ID column and click the edit “pencil” icon:

Then we’ll set the “Allow Inline Editing” property to No:

That process can be repeated for any fields that shouldn’t have inline editing enabled.