Inline Edits: Editing multiple rows and columns simultaneously


Table of Contents
1. What is an Inline Edit? Why is it important
2. Key Benefits of Inline Editing
3. Make Quick Edits using Inline Editing
     3.1. Managing Invalid Inputs while Editing

1. What is an Inline Edit? Why is it important?

Inline editing is a feature that allows you to edit content (e.g., multiple opportunities data in the table view) directly rather than having to navigate to a specific opportunity page. This powerful capability gives you a user-friendly interface to edit/format text in multiple rows, such as adding “Opportunity Notes,” changing the “Stage Value,”  etc. while being on the cadence calls with your colleagues and partners and saving them instantly. Additionally, inline editing helps in reducing the number of clicks and navigation required to perform certain tasks, thereby saving time. This can improve the overall user experience by making it more intuitive and efficient to edit content.

2. Key Benefits of Inline Editing

  • Improved user experience
  • Reduced clicks and navigation
  • Increased efficiency
  • Better collaboration
  • Real-time updates

3. Make Quick Edits using Inline Editing

Here are the steps on how to perform inline editing on the table view:

Step 1: Go to “Sales Plan” and click on the “Opportunities” tab. Hover a field under the “Description” column to write your Notes. 

Step 2: “Double-click” on the desired field or click on the “Pencil” icon to add your notes. The rich text-field provides text-formatting options like - bold, italics, strikethrough, add hyperlinks to text, etc. You can add your notes as bullet points as well. Additionally, it enables the expansion of the “Edit” box (drag the box) as per your requirement, as shown in the image below. 

Note: You can edit up to ten (10) rows at once. After saving, you can start editing a new set of ten rows. 


Step 3: You may wish to add notes to other Description fields (cells) as well.  When you finish editing a cell and move on to the next one, the ready-to-be-saved cell is highlighted in yellow. 

Once you have added “Notes” to all the desired fields, click “Save.” 

Note: You can edit as many cells as possible on this page, but cannot flip to the next page while editing this page. To discard all the changes, click on the “Cancel” button.

Step 4: The success message is now displayed on the screen after saving all the records successfully. 

3.1. Managing Invalid Inputs while Editing

It might happen that you did not enter any value for a few fields. These fields will be highlighted in red (outline) as shown below:  

Hover a cell to view the error message. For instance, the last cell in the above image shows the “Field Required” error message. 

Now, double-click on the errored cell to make edits and save it as discussed here.

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