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Update Records Inline from a List View in Lightning Experience

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Update Records Inline from a List View in Lightning Experience

Conveniently edit fields on records directly from a list view.

Required Editions

Available in: Lightning Experience
Available in: All Editions
User Permissions Needed
To edit fields on records: Edit on the object for the kind of record you’re editing

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. Inline editing doesn’t work for list views that contain multiple record types. To make inline edits for objects with multiple record types, first filter by a single record type.

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.
  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.

 
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