Using Inline Grid Editing
Inline editing allows you to update values in a grid much like you would in an Excel™ spreadsheet. In Vault, inline editing supports various keyboard shortcuts which allow you to quickly edit multiple records or multiple fields within a record.
Inline editing is available from object list pages in both Admin > Business Admin and custom object tabs. These pages display a list of object records (in tabular or grid format) for a specific object, for example, Admin > Business Admin > Products displays a list of products.
Fields that are not editable inline will show a lock icon when selected.
When using your mouse, you can:
- Single-click on a field to select it.
- Double-click on a field to edit it.
- Click outside the selected field to save the new value.
When using your keyboard to navigate in a grid, you can:
- Use the Left, Right, Up, and Down arrow keys to select different fields.
- Use the Tab and Shift + Tab keys to select the field to the right or left.
- Use the Enter key to edit a selected field or to save the new value if the field is already in edit mode.
- Use the Esc key to close edit mode for the selected field without saving the new value.
Admin: How to Enable Inline Editing
Admins can enable or disable this feature from Admin > Settings > General Settings > Enable inline editing for object list pages.