Does anyone know what permission needs to be added to a role to use this edit function?
Role has: Publish Search: Full
Perform Search: Full
And search audience is mapped for all for both employees and roles
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Tahir Mustafa
03/07/2025, 10:32 PM
Check if the role has full access to the transactions that you are trying to edit/ delete via inline editing option. Secondly the saved search must have main line set to true and also must have type filter to enable it.
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Chris
03/07/2025, 10:32 PM
Both of those are true
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SunShine
03/08/2025, 4:04 AM
Edit can not be applied to all transactions.
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Chris
03/08/2025, 3:31 PM
@goguma_cider We have it filtered to show just bills
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Tahir Mustafa
03/08/2025, 3:35 PM
Thats really weird I did it this week and it worked fine for me for invoices. Btw try adding a text field in your search results like memo or any custom text field. I had a custom field that allowed me to edit the transactions