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.
- When edits are made to a Record in one row, any other instances of the record will update as well.
- 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.
- 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
- 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.
- 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.
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