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          Considerations for Inline Editing in a List View in Lightning Experience

          Considerations for Inline Editing in a List View in Lightning Experience

          Consider these points when editing fields on records directly from a list view in Lightning Experience. These considerations also apply when editing records in a multiline layout in Lightning Experience.

          Required Editions

          Important
          Important Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.
          Available in: Lightning Experience
          Available in: All editions

          General

          Not all fields on records in a list view or multiline layout view can be inline edited. 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. When making inline edits in a list view, required fields can’t be left blank.

          • If a list view or multiline view contains more than one record type, it can’t be inline edited. To enable inline editing, edit your list view filter so that it contains only one record type. The exception is Pipeline Inspection, where you can edit multiple record types in the same list view.
          • Inline edit doesn’t apply to components in the small region.
          • You can inline edit in Recently Viewed or Team list views that are predefined to contain only one record type. You can also edit tasks on the tasks object home page even though they’re not in a list view.
          • You can’t inline edit in split view.
          • If Enable Automated Account Fields in Account Settings is enabled, you can’t inline edit Account Name.
          • Your changes show in the list view as soon as you finish an inline edit. However, so that you can review your changes and fix errors if needed, any filters applied to the list view don’t apply automatically to your inline edit. To apply the filter criteria to the updated record, refresh the page.
          • In list views rendered with Lightning Web Components (LWC), a number field can store more decimal places than it’s configured to show. For example, if you enter 90.678 in a number field that accepts two decimal places, the list view displays 90.68, but the full value of 90.678 is saved in the database. If you inline edit the same field later, you see the saved original input of 90.678. In list views rendered with Aura, if you enter 90.678 in a number field that accepts two decimal places, the value is saved and displayed as 90.68.
          • In orgs that use the Thai locale, the list view displays a date format with the Gregorian year. However, the date picker uses the Buddhist Era year. For example, when the list view shows 31/10/24 in Gregorian year format, the date picker that appears during inline edit shows 31/10/2567 in Buddhist Era format.

          Fields and Field Types Not Inline Editable

          These fields and field types aren’t inline editable.

          • Built-in fields like Record ID or Created Date (never editable from the user interface)
          • Compound fields including Name, address fields, and geolocation fields. To inline edit names, use the First Name and Last Name fields.
          • Controlling or dependent picklists. If you have access to the controlling picklist field but not the dependent picklist field, the controlling field is inline editable.
          • Custom date/time fields
          • Encrypted text fields on some objects. Encrypted text fields are editable only when the object’s list views render with Lightning Web Components (LWC).
          • For orgs with person accounts enabled, if your list view is filtered by the Person Account record type, the Account Name field isn’t inline editable. If your list view is filtered by the Business Account record type, Account Name is inline editable. If your list view includes multiple record types, no fields are inline editable.
          • Formula fields
          • Standard fields of type date/time, auto number, rollup summary, record type, master-detail, rich text, checkbox, or hierarchy
          • Fields that aren’t on the page layout
          • Fields added to a Dynamic Forms-based Lightning page. Only fields that are added to the page layout are inline editable.

          Fields on Objects Not Inline Editable

          The fields aren’t inline editable on these objects.

          Object Fields Not Inline Editable
          Campaign Parent Campaign
          Document All Fields
          Event All Fields
          Opportunity
            • Amount
            • Expected Revenue
            • Forecast Category
            • Probability
            • Quantity
          Price Book
          • Active Field
          • Description
          • Price Book Name
          Task
          • Name
          • Private
           
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