Methods for list edits

Users can edit data in lists using various methods.

Quick edit functions

To edit a record in a list using quick edit functions, right-click a field and select the appropriate function.

• Assign to me

  For records that use assignments, places the name of the logged-in user into the Assigned to field.

• Approve

  For records that use approvals, changes the approval state of the record to Approved.

• Reject

  For records that use approvals, changes the approval state of the record to Rejected.

• Assign tag

  For records you want to track based on a user-defined label, lets you select an existing tag or add a tag.

List editor

The list editor lets you edit field values in a list without opening a form. Administrators can configure the list editor. By default, list editing is disabled for some tables. Fields of certain types cannot be edited from lists.

Multiple record edits

You can edit more than one record at the same time using the list editor or an editing form.

• Use the list editor
  The list editor enables you to edit field values directly from a list without navigating to a form.
• Edit multiple records in a list using the list editor
  You can edit multiple records at the same time using the list editor. If you want to update a single field on multiple records to have the same value, the list editor is the quickest method.
• Edit multiple records in a list using an editing form
  You can edit multiple records at the same time using an editing form. If you want to edit multiple fields or fields that don’t appear in the list view, use an editing form.

Parent Topic:Lists in the classic environment