This article supports Gainsight NXT, the next evolution of the Customer Success platform. If you are using Gainsight CS Salesforce Edition, you can find supporting documentation by visiting the home page, and selecting CS > Salesforce Edition.
Not sure what your team is using? Click here.
This article describes the inline editing capability in the Cockpit List View and Detail View screens.
Inline editing allows users to edit fields directly, without using an additional page/window. So, instead of jumping between edit forms to update different records, all modifications can be made from the same page.
In the Cockpit page, inline editing of some fields is available in both the Cockpit List and Detail View screens.
Inline Editing in Cockpit List View
Users can update any CTA details directly from the Cockpit List View by clicking the field. Some of the examples are:
- Due Date
To edit the above-mentioned standard fields from the Cockpit List View page:
- Navigate to the Cockpit page.
- In the List View, click the value of the editable Standard field.
- Enter/Select the required information to be modified.
- The value is saved and updated.
Inline Editing in Cockpit Detail View
From the Cockpit Detail View, users can perform inline editing on the CTA Name and editable fields in the Details and Tasks tabs.
Users can modify the name of the CTA by clicking the CTA name in the CTA Detail View screen.
In the Details tab of the CTA Detail View, users can perform inline editing for all the fields as explained that are mentioned in the Inline Editing in Cockpit List View section. Apart from these fields, users can also edit the lookup fields.
Inline editing also allows users to add Associated Persons. For more information, refer to the Call to Action (CTA) Detail View article.
In the Tasks tab of the CTA Detail View, users can perform inline editing on the following fields:
- Task Name
- Due Date
- Task Description
To navigate to the Tasks tab, users either click the task count from the Cockpit List View page or click the CTA name to open Detail View and then click the Tasks tab.
Apart from these fields, users can also edit the lookup fields.
Inline editing also allows the users to add Associated Persons. For more information, Call to Action (CTA) Detail View article.