You can conveniently edit fields on records directly from a list view. You can either update a single record or you can select multiple records to update from a list view.

Not all fields on records in a list view can be edited inline. To find out whether a field supports inline editing, hover over it, and look for the pencil Pencil icon. Non-editable cells have a lock Lock icon.

As always, you can edit only the records that you have access to.

To edit fields in one row of a list view:

  1. From the list, hover over the cell to edit, and then click Pencil icon. Or, double-click the cell.
  2. Make your change in the editable cell or cells.
    A Save button appears at the bottom of the list view.
  3. Click Save.
    If other people make inline edits to the same fields on a record simultaneously, only the most recent edit is saved.

To edit fields for multiple records.

  1. Select the Checkbox from the left of the records that you need to edit. (Select Multiple records at a time)
  2. Hover over the cell to edit, and then click Pencil icon. Or, double-click the cell.
  3. Make your change in the editable cell or cells.
  4. Select the Checkbox to update the selected Items and Click Apply.
  5. Review the changes and click Save to update Multiple Records.

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