Tuesday, January 7, 2014

Enable Inline Editing in Salesforce View List

Salesforce.com allow user to edit data directly in page layout when your System Administrator enable inline editing feature, except for read-only and system fields. Editable fields display a pencil icon (Editable Field) when you hover over the field, while non-editable fields display a lock icon (Uneditable Field).

On top of inline editing in page layout, user also can do inline editing in view list without any effort to write any code. Many system administrators may not aware of this feature and sometimes it will not work because of some conditions.

Here are the items need to check for inline editing in page view:

1. Enable Inline Editing and Enhanced Lists

Go to Setup - App Setup - Customize - User Interface

2. Do you have record type for specific object?

If the object has multiple record types, you have to filter the view only showing 1 record type. So if you have 3 record type for Contact, you need to create 3 view. Please note, you should not have more than 1 record type in the record type filter, otherwise inline editing in view will not work.
If there is no record type for that object, you can skip this filtering.

3. Do not add Filter Logic

You are not allowed to use filter logic to enable inline editing in list view. 

4. Not for User object
As of now, this is not available for user object, please vote in IdeaExchange.

5. Edit multiple record at the same time
This feature is very nice if you need to edit many records to a same value. Select checkbox at the left of records and click pencil icon. Then select apply changes to all selected records.


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