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Configure Quick Edit

Updated

Quick Edit opens a pop-up box for editing the record fields a user has permission to edit, directly from a SmartSimple List View, without opening the full record form. Users can update values in the pop-up box and save changes without navigating away from the List View. Administrators enable Quick Edit on a List View and control which fields are available for editing by selecting the columns that appear in Quick Edit mode.

Who: System administrators

How to Use Quick Edit

Use Quick Edit to:

  • Make simple field updates to many records in quick succession without opening each record individually.
  • Approve or decline applications quickly, entering the approved amount or declination reason as needed.
  • Update a status, date, or single-field value on multiple records efficiently.

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Access the Configuration Page for List Views

Enabling Quick Edit and selecting fields for Quick Edit both start from the List View configuration page. Navigation to this page depends on the record type.

UTA/Module Level 1

To access the List View configuration page for a UTA/Module Level 1 record type:

  1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
  2. Click the Configuration Settings gear.
  3. Click the Level 1 tab.
  4. Locate the List View Settings section, and click List Views.
  5. Click the New List View [+] button to create a new List View.
    • Click the edit [pencil] icon to edit an existing List View.

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UTA/Module Level 2

To access the List View configuration page for a UTA/Module Level 2 record type:

  1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
  2. Click the Configuration Settings gear.
  3. Click the Level 2 tab.
  4. Locate the List View Settings section, and click List Views.
  5. Click the New List View [+] button to create a new List View.
    • Click the edit [pencil] icon to edit an existing List View.

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UTA/Module Level 3

To access the List View configuration page for a UTA/Module Level 3 record type:

  1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
  2. Click the Configuration Settings gear.
  3. Click the Level 3 tab.
  4. Locate the List View Settings section, and click List Views.
  5. Click the New List View [+] button to create a new List View.
    • Click the edit [pencil] icon to edit an existing List View.

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Organizations

To access the List View configuration page for Organizations:

  1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and click the Organizations tab.
  2. Locate the List View Settings section, and click List Views.
  3. Click the New List View [+] button to create a new List View.
    • Click the edit [pencil] icon to edit an existing List View.

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Users

To access the List View configuration page for Users:

  1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and click the Users tab.
  2. Locate the List View Settings section, and click List Views.
  3. Click the New List View [+] button to create a new List View.
    • Click the edit [pencil] icon to edit an existing List View.

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Enable Quick Edit on a List View

To enable Quick Edit on a List View:

  1. Navigate to the relevant List View using the instructions in the Access the Configuration Page for List Views section of this article.
  2. Click the Properties tab.
  3. Locate the Buttons section, toggle Quick Edit on, and then click Save.

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Select Fields for Quick Edit

NOTE  Fields must already be added to the List View before they can be selected for Quick Edit.

To select fields for Quick Edit:

  1. Navigate to the relevant List View using the instructions in the Access the Configuration Page for List Views section of this article.
  2. Click the Quick Edit tab.
  3. Locate the Enable Fields for Quick Edit section, check the relevant checkboxes for the fields to include in Quick Edit, and then click Save.

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