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In-line Editing in the Grid View (Portal & Shared View)

How to enable and use in-line editing in the Shared View or Portal grid.

Updated over 2 weeks ago

Both the Portal and Shared View include the In-line Editing feature, where records can be edited directly in the grid view, similar to the experience of editing records in Airtable.

To turn this feature on, you need to go to:

  1. Tables

  2. Click on the table of your interest and go to the User Actions section

  3. View Type should be set to Grid

  4. Scroll down to find the Inline editing toggle

With this feature enabled, the records will be editable directly on the grid view:

Clicking on the 'Open' link will open the child form.

Limitations

  • Field validation is disabled while using inline editing.

  • Adding new options to select fields is not supported outside of the child form.

  • Calculated fields won't appear updated until the page is refreshed.

  • Fields with conditional fields or options can only be edited through the edit form.

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