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Cockpit Inline Editing (Horizon Experience)

Gainsight NXT

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.

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This article describes the inline editing capability in the Cockpit List View and Detail View screens.

Overview

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 directly edit all the CTA fields, apart from some rich text types fields. The following are some of the fields that can be edited inline from the Cockpit List View page:

  • Status 
  • Due Date 
  • Owner 
  • Priority
  • Reason

To edit the above-mentioned standard fields from the Cockpit List View page:

  1. Navigate to the Cockpit page.
  2. In the List View, click the value of the editable Standard field.
  3. Enter/Select the required information to be modified.
  4. 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.

CTA Name 

Users can modify the name of the CTA by clicking on the CTA name in the CTA Detail View screen.

Details Tab 

In the Details tab of the CTA Detail View, users can perform inline editing for all the fields that are mentioned in the Inline Editing in Cockpit List View section. Apart from these fields, users can also edit the lookup fields.

Also, users can add Associated Persons using inline editing. For more information refer to the Call to Action (CTA) Detail View article.

Tasks Tab

In the Tasks tab of the CTA Detail View, users can perform inline editing on the following fields:

  • Task Name
  • Due Date
  • Priority
  • Status
  • Task Description

To navigate to the Tasks tab, users can 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.

Also, users can add Associated Persons using inline editing. For more information refer to the Call to Action (CTA) Detail View article.