Introduction

The grid lets you edit records directly within the layout — no need to open individual record pages. Click a cell, make your change, and save. This makes updating data fast, especially when you're modifying several records at once.

Prerequisites

Inline editing must be enabled on your grid. If cells aren't editable when you click them — or if you hit unexpected validation errors — contact your Grid Administrator to verify that editing is enabled and to check the field permissions and validation rules configured for your grid.

How to Edit Inline

1. Click the cell in the field that you want to edit — it becomes an editable field. Make sure that the field is editable (has the Edit icon in column header).
2. Make your change (type a new value, select from a dropdown, check or uncheck a box, and so on).
3. Click on Apply to update the field. The updated row is marked in yellow.
4. Click Save to commit your changes.

You can edit several cells, or several rows, before saving — all changes are committed together in one action.

Mandatory Fields

Some fields must have a value before you can save. You'll spot them by their required-field indicator — typically a red border or an asterisk — shown when you enter edit mode. If a mandatory field is empty, the grid blocks the save until you fill it in (see When You Can't Save below).

What the Grid Validates

The grid checks your data as you edit. Common validations include:

• Data type — a number field won't accept text; a date field expects a valid date.
• Picklist values — dropdown fields accept only values from the predefined list.
• Character limits — some text fields have a maximum length.
• Custom rules — your administrator may set specific rules (for example, a discount can't exceed 50%, or an end date must fall after the start date).

If a check fails, an error message appears on the field explaining what to correct.

When You Can't Save

If the Save button isn't working, the grid is signaling something that needs fixing. Saving is blocked when:

• A mandatory field is empty — fill in all required fields.
• A validation error exists — correct any field flagged with an error.
• Nothing has changed — with no edits to commit, Save may be disabled.
• The record is locked — records held by an approval process or workflow rule can't be edited until they're unlocked.

Whenever Save is unavailable, check for error messages or highlighted fields first — they tell you exactly what to resolve.

Tips

• Use the Tab key to move between editable cells quickly instead of clicking each one.
• Edit in batches — make all your changes across multiple rows, then save once.
• Discard with Cancel — click Cancel to drop all unsaved changes and revert to the original values.

Summary

Inline editing lets you update records straight from the grid — click a cell, change the value, and save — so you can correct data quickly without opening individual record pages. The grid validates your entries and flags anything that blocks a save, keeping your changes within the rules configured for your grid. To update the same field across many records at once, see How to Edit Multiple Records at Once (Bulk Editing).