The Application Inline Edit feature offers users a powerful and flexible tool to directly modify and update the user interface (UI) of their application to suit their specific needs, without requiring extensive technical expertise. Much like an artist’s brush, this feature allows users to customize and fine-tune the way information is displayed and collected, giving them creative control over the appearance and functionality of their application.
A table can be updated in two ways:
Selecting the columns to be shown/hide in the table
Which actions can be performed on the table.
This article elaborates how a table can be updated both ways, using the Application Inline Edit feature.
The table is displayed. We can see that while all columns have values, the “Lead Source” column is empty and has no value for any of the records in the table. Let’s hide this column and show something else in it’s place.
Step 2: Turn on the Application Inline Edit feature
Click the App Settings Icon and then select the On button at the bottom left.
A message is displayed that the feature is enabled. Click the OKAY button, OR, wait for 5 seconds for the message box to disappear automatically.
The feature is enabled and the edit icons appear at the appropriate places on the page.
Step 3: Click the table edit icon
Click the bottom orange icon to edit the table.
Step 4: Click the Properties option
Click the Properties option, on the dialogue box.
Step 5: Click the Select Properties button
Click the Select Properties button.
A list of all the fields in the table is displayed. The enabled fields mean that these are currently being shown in the app.
Step 6: Select desired/uncheck unwanted fields
Uncheck the unwanted column from the list. In our case we don’t want Lead Source to be displayed in the table, so we are going to uncheck it. Similarly, select the field(s) that you want to include in the table.
Step 7: Click the Select button
When all the unwanted fields have been unchecked and all the desired fields have been included (relevant checkbox selected), then click the Select button.
Step 8: Update the page
Click the Update Page button.
The page is updated and the table now shows the Status and Industry columns instead of the Lead Source columns.
Step 9: Turn off Application Inline Edit feature
Once again, click the the App Settings Icon and then select the Off button at the bottom right.
The orange-colored edit icons disappear and the page returns to its original form (but with updated columns).
Edit table actions
What is a table action?
Click on any Ellipsis button in the table.
The menu that appears, contains the actions available for this table. We can customize which of these actions could appear in the menu, using the following steps.
Step 1: Turn on the Application Inline Edit feature
Click the App Settings Icon and then select the On button at the bottom left.
The feature is enabled and the edit icons appear at the appropriate places on the page.
Step 2: Click the table edit icon
Click the bottom orange icon.
Step 3: Click the Actions option
Click the Actions option from the dialogue box.
The contents of the Action menu are displayed, showing that currently two options are being displayed in the menu.
Step 4: Customize the menu items
Let’s un-check the Delete option so that users can’t delete records in the table.
Step 5: Update page when done
Click the Update Page button, after you are finished customizing the action menu.
If you click the Ellipsis button now, only the Edit option will be shown in the Actions menu.
The Delete option can be reinstated in the menu, whenever desired, using the same method, described above.