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How do I edit records directly in table view?

Turn on Replace Value with Input for dropdown and checkbox fields so staff can update values straight from the table view and save each entry.

Key Points

  • To edit records in table view, go to System Menu - Forms, edit the form, open the field on the Fields tab and toggle on Replace Value with Input under Table Options.

  • In-table editing works for single dropdown and checkbox fields only - not text fields or other field types.

  • Click Apply Settings and save the form. The change takes effect immediately.

  • In table view, change the value, then click Save next to that entry. Navigating away without saving discards the change.

In-table editing lets you update records directly from a table view without opening each record individually. It's a useful time-saver when making frequent updates across multiple staff members or clients. This setting is available for single dropdown fields and checkbox fields only - it won't apply to text fields or other field types.

Setup

Go to System Menu - Forms and search for the form you want to update - in this example, Staff Basic Details . Click Edit to open the form settings, then click the Fields tab in the blue banner at the top of the screen. How do I edit records directly in table view? - Setup Find the field you want to enable inline editing for and click Edit on the right-hand side. Scroll down to the Table Options section and toggle on Replace Value with Input . How do I edit records directly in table view? - Setup (2) Click Apply Settings , then save the form. The change takes effect immediately.

Using In-Table Editing

Head back to your table view and you'll see the field now displays a dropdown selector with a small checkbox next to it. You can update the value for any record directly from this view without opening it. How do I edit records directly in table view? - Using In-Table Editing After making a change, click the Save button to the right of that entry to confirm the update. Navigating away without saving will discard the change.

Applying It Across Other Forms

This setting can be enabled on any single dropdown or checkbox field across your FlowLogic system, not just Staff Basic Details. It's worth reviewing your other commonly used forms and enabling it wherever it would speed up your workflow.

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