Allow quick edit columns in a view

Quick edit columns allows you to mark specific columns to be editable directly from the detail view. For example, quick edit is ideal for updating the Status field of a record without editing the full record.

The following columns cannot be set as quick edit columns:

  • Key columns
  • Read-only columns
  • Columns computed by an AppFormula or sheet formula
  • System columns like row number
  • Change type columns
  • Columns with Editable_If expressions that disallow edits.

Other notes about quick edit columns:

  • Changes to quick edit columns can cause other column values to change through formula dependencies.
  • Valid_If and Required_If conditions will be applied. Changes that violate either the Valid_If or Required_If conditions will be rejected.

  • Each edit is a separate row update, so quick edit is best used together with the Delayed Sync option. You can set Delayed Sync when configuring offline and sync.

Add quick edit columns as described in the following sections:

Get started with an app template

The Quote Generator app template demonstrates a quick edit column. 

When configuring the Customer Quotes_Detail view, the 10%Deposit Paid column is added to the Quick edit columns list.

Quick edit columns with 10%Deposit Paid column

When using the app, the value is editable in the detail view.

Quick edit column in detail view in app

Add quick edit columns

To add quick edit columns:

  1.  Open the app in the editor.
  2. Go to App App icon > Views.
     We've made some improvements to the app editor.
    You are opted in to the new editor by default, but you can switch back to the legacy editor at any time.

    If you are using the legacy editor

    Go to UX > Views.  
  3. Create a detail view for the table or slice you wish to configure as quick edit. The table or slice must allow edits.
  4. Expand the newly added view.
  5. Add one or more Quick edit columns.
  6. Set the view position to ref if you do not want to add a button for this new detail view.
 

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