Edit Records on a Table Report

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

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

3. Enable the 'Edit Records' toggle

4. Click the Save Report button on the top-right, and the Fields of the report will now be editable.

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
  • Fields with linked workflows
    • A feature request is open for this option here
  • Assignee Fields

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. However, Users will only be able to edit records that are assigned/checked out to them.

• 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 - All editable Fields from a Record assigned to you can be edited (regardless of which Workflow the record exists in). If Fields belong to a Record that is not assigned to you, they will be displayed as Read-Only Fields.