Hello All, Is there a way to inline edit the custo...
# administration
s
Hello All, Is there a way to inline edit the custom record sublist that is displayed in a transaction?
s
Yes it's on the defition of your custom record at the top to allow inline editing on the parent record.
s
Hi Sandii. thanks for the reply. But I dont see anything like inline edit on parent record in the custom record
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s
It's already on, allow child record editing.
k
Nah. Gotta hit "allow delete" too
s
does it work if i create a search from this record and display the result as sublist? or do i need to show the custom record itself as the sublist to show the inline edit?
k
You have to have a field that has "record is parent" picked
Can't just create a sublist and show it.
s
yes i do have it
but then not able to see inline edit
the field needs to be in criteria or result?
k
No - your field structure is what determines that it shows up
Not a saved search
Fields you want to be inline editible must be marked "show in list"
and your field that represents the parent record must have "record is parent" and then you have a subtab defined on the display tab of that field definition
Did you check the "allow delete" field?
s
yes .. i checked it
also show in list is checked for the field that need to show
k
Too hard to diagnose from here. You're obviously missing something small, but I don't know what it is.
s
only thing that you mentioned is not in place is the display tab , parent subtab is not selected
will check again after setting that
k
If it's not selected it would show on the "custom" subtab
Maybe share screenshots of your field setup and your field list?
maybe something might jump out...
s
custom record definition
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parent record
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sublist in parent record
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quantity should be inline edit
k
Your last screen is cut off - are you in edit mode?
s
view mode
k
Gotta be in edit mode
s
will it not work in view mode?
k
Correct.
s
oh ok .. even if I create search to show the results as sublist will it work in edit mode?
s
No, you cannot edit inline if the records as shown as a sublist/search, they need to be shown via the definition of the child record
s
oh ok . got it . thanks for all of your help @Sandii @KevinJ of Kansas
k
Can always make link to a saved search if they don't have edit permissions on the record