Update your reports more efficiently without losing your place by clicking back and forth. Inline editing is now supported for date, picklist, and lookup fields. When your report data gets out of date, you can edit it right on the report run page. For example, sales reps can update opportunity statuses directly from their pipeline reports. Previously, inline editing was supported only for text and numeric fields.
Where: These changes apply to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
How: From Setup, in the Quick Find box, enter Reports and Dashboards, and then select Reports and Dashboards Settings. Select Enable Inline Editing in Reports (Lightning Experience only), and save your changes.
Now open a report and hover over the field that you want to edit. If you see a pencil icon, click it, modify the value, and save. The field value is updated on the report and in the source record, and the report reruns automatically.
Inline editing isn’t supported for these fields and field types.
- Task and event object fields
- Owner fields
- System fields, such as Record ID and Created Date
- Compound fields, including name and address fields
- Encrypted text fields
- Formula fields
- Polymorphic fields
- Standard fields of type auto number, rollup summary, record type, master-detail, long text area, rich text, and hierarchy
- Fields in a Salesforce object that doesn’t have a record type
Other factors also determine whether inline editing is supported for a field:
- Object permissions: The user’s profile must include edit access to the object that the column is coming from.
- Field Level Security: The user’s profile must include edit access to the field that the column is associated with.
- Page Layout: The page layout associated with the object and the user’s profile must include the field, and the field can’t be marked read-only.
Update More Fields from the Report Run Page with Expanded Inline Editing (Beta) (salesforce.com)