Inline-Editing in Lists

Inline-editing in lists lets you edit records from within the list.

This feature is currently available for the following views only:

• Administration > Global Settings > Organization > Projects

• Projects > Projects

• Projects > Tasks

• Projects > Projects > [Select a project] > Issues (Action items)

• Projects > Projects > [Select a project] > Project Center

• Reports > Saved Reports

Review the following guidelines:

• Standard fields for projects supporting inline-editing include Project, Customer, Project owner, Project stage, Transactional budget (hours), Project location, Cost center, Active, Notes, Is a portfolio project, Start date, Invoice layout, Authorizations approver, Project budgets approver, PO approver, Purchase request approver, Bookings approver, Revenue containers approver, Timesheets approver, Invoice approver, Expense reports approver, Project approver 1, Project approver 2, and Project approver 3.

• Currently, the only field for reports supporting inline-editing is Name.

• Custom field types supporting inline-editing include Checkbox, Date, Dropdown, Multiple Selection, Pick list, Text, and Text area.

• Currently, only standard fields for issues (action items) support inline-editing. Custom fields for issues don't support inline-editing yet.

• Lists on the next-generation homepage and dashboards don't support inline-editing. For more information about the next-generation homepage and dashboards, see Getting Started with the Next-Generation Homepage and Dashboards.

For more information about using the feature, see Inline-Editing in Lists.

To enable this feature, contact SuiteProjects Pro Support.