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Cockpit Inline Editing

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Gainsight NXT

 

This article describes the inline editing capability in the Cockpit List View, Detail View, and Reports and Dashboards.

Overview

Inline editing allows users to edit fields directly, without opening a separate page or window. Instead of navigating through multiple edit forms, you can make updates directly on the same screen. Inline editing is supported in the Cockpit List View, CTA Detail View, and Reports and Dashboard widgets for specific fields.
Note: Fields configured by your admin as Editable Only During Creation are editable only while creating the CTA or task. After saving, these fields become read-only and cannot be edited inline.

Inline Editing in Cockpit List View

Users can update any CTA or task details directly from the Cockpit List View by clicking the field. Some of the examples are:

  • Status 
  • Next Action 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. Modify information in the required filed(s).
  4. The value is saved and updated.

Note: Fields configured by the admin as Editable Only During Creation are not editable in the List View once the CTA is saved. These fields appear as read-only.

Fields configured by the admin as Editable Only During Creation are not editable in the List View once the CTA is saved

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 the CTA name in the CTA Detail View screen.

Users can modify the name of the CTA by clicking 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 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.

Note: Fields configured by the admin as Editable Only During Creation become read-only after the CTA is saved and are not editable inline.

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 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.

In the Tasks tab of the CTA Detail View, users can perform inline editing

Inline editing also allows the users to add Associated Persons. For more information, Call to Action (CTA) Detail View article.

Inline Edits in Reports and Dashboards

You can edit eligible Cockpit and Success Plan fields directly from the Reports and Dashboard widgets, without opening the record details. Changes are automatically reflected in the corresponding Cockpit or Success Plan record. All fields are eligible for inline editing except system fields, formula fields, currency ISO code fields, standard GSID fields, controller and dependent picklist fields, read-only fields, and second and higher-order lookup fields.

To edit a field from a Report or Dashboard widget:

  1. Navigate to the Report or Dashboard widget displaying Cockpit or Success Plan data.
  2. Click the field you want to edit. The field becomes editable inline.
  3. Make the required changes.
  4. Click outside the field or press Enter to save. The changes are reflected in the corresponding Cockpit or Success Plan record.

Can edit eligible Cockpit and Success Plan fields directly from the Reports and Dashboard widgets

Note: Only eligible fields are editable. Dependent picklist, formula, and second and higher-order lookup fields are not supported for inline editing. Direct lookup fields can be updated. Non-editable fields continue to appear as read-only.