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Edit Records on a Table Report

Gary
Updated

How to Edit Records on a Table Report

Table Reports allow you to create reports that compile Field data from multiple related Workflows into a single report. When editing the Workflows and Fields of a Table Report, you can now access the Records from which the report is pulling to make edits to those Field Values.

Enable 'Edit Records':

From your Home Screen:

1. Navigate to Reports > Table Reports via the "Reports" tab

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2. Select a Table Report and click 'Edit Report.'

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3. In the Report Settings tab, click the Edit records in table report checkbox

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4. Click the Save Report button on the top-right.

 

Edit Records

When viewing a Table Report, click the Edit Records button to open the Edit Records modal.

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In the 'Edit Records' modal, any Field you can edit will have a white background. The Record must be assigned to you in order to edit it.

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Table Report Fields Currently Available to Edit:

  • What Fields are editable?
    • Text Fields
    • Number Fields
    • Text Area Fields
    • Date Fields
    • Due Date Fields
    • Select Fields
    • Multi-Select Fields
    • Checkbox Fields
    • Radio Fields

  • What Fields are not editable?
    • Fields with rich text
    • Fields requiring an E-signature
    • Assignee Fields
    • Attachment Fields
    • Editing fields via Linked Workflow Sections or Relationship Reports on a record
      • A feature request is open for this option here

Frequently Asked Questions

  • Who can edit records in a table?
    • Anyone who has permission to view a given Table Report can put the report into edit mode. When you can edit a value depends on your permissions. By default, users can only edit records they have checked out. Additionally, they can only edit fields that are visible in the current step of the workflow where the record resides.
    • Users with advanced entitlements ("Admin > All," "Edit - View all Fields," or "Bulk Update Fields") have more flexibility. They can edit a wider range of fields and potentially edit records even if they're not checked out.
  • Can I submit a record from a table report?
    • At this time, submitting a record from a table report is not possible. We have an open feature request here that we are tracking closely.
  • Can I checkout/assign records from the Edit Record in a Table Report screen?
    • No, you must navigate to the record, check it out, then return to the Edit Record in Table Report Screen.
  • Will Calculation Fields refresh automatically in the "Edit Record in a Table Report" view?
    • No, to refresh Calculations, a User will need to refresh the page.
  • What happens if the same record is listed twice in a Table Report? 
    • When edits are made to a Record in one row, any other instances of the record will update as well.
      • For example, if "Record A" is listed in Row 1 and Row 2 of a given Table Report, and the User edits Field 1 in "Record A, " then Row 1 and Row 2 will update to reflect this change.
  • Are conditional fields supported in the Edit Records in a Table Report modal?
    • Conditional fields are NOT supported in the Edit Records in a Table Report modal and can be edited by the assignee regardless of if the condition is met. We recommend that builders either
      • A) disable the Edit Records in a Table Report for Table Reports containing Conditional Fields
      • B) remove conditions from Records that will be edited in the Edit Records in a Table Report Modal.
  • Can I Edit record fields in a Table Report containing multiple workflows?
    • Yes - When you can edit a value depends on your permissions (see "Who can edit records in a table?" above).

 

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