I love the inline editing feature with list views. Yet, it seems to be a feature that many admins forget about and even more users don’t use.
Last week, I showed one of my sales users who she can make quick edits of her contacts and do mass updates using a list view. She was astounded. It surprised me enough I sent the following tweet.
Just showed a user how to do in-line editing & update multiple records with a list view in @salesforce Somtimes It' s The Little Things
— Brian Kwong (@Kwongerific) July 25, 2014
It was suggested this become a blog post. So here we are. Let’s take a look at the requirements for inline editing and why it is awesome
Why it is awesome
Sometimes Administrators can forget what it’s like to be an end user. Yes it can be quick to simply edit a record, but end users may have to edit many records across many accounts. The idea of searching, clicking, Edit, save and repeat makes updating a chore – and so they put off the data changes.
With the inline editing capabilities, users can view a list of records and quickly make edits to records. So it’s awesome:
- Users can quickly go and modify records on a single page
- User can quickly make the SAME change to MULTIPLE records
- Easy to use tool that encourages user adoption and cleaner data
Who doesn’t want that?
When changing multiple records to have the same value for a field, they can check the boxes to the left of the record, modify 1 value and select to make the change to all selected records.
There are some requirements to use inline editing with list views.
- Two features need to be enabled under the User Interface settings: Enable Inline Editing, and Enable Enhanced Lists
- These are all under the Setup, Customize and then User Interface.
- When you create a list view on an object using Record Types, the list view MUST be filtered to only 1 record type.
- This seems frustrating but it’s for an important reason. List view inline editing respects validation rules and field dependencies. Since the values of picklists can be different across record types the system restricts you to viewing 1 record type only when using inline editing.
- Certain fields are not allowed for inline editing. For example, Opportunity Stage or a field that’s a lookup and part of the list view filter
- Filter Logic, for example: (1 and 2 and (3 or 4) are not allowed when using inline editing
- Inline editing is not available for users using accessibility mode
- User must have the object and record (sharing) permissions to be able to view and edit the record.