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Nicole Chang_
In-line editing Activity?
Hello Everyone,
Is it possible to enable inline editing for activity please? if so, is it possible to have an App for "Events" along with list views which users can update in-line please? TIA
Is it possible to enable inline editing for activity please? if so, is it possible to have an App for "Events" along with list views which users can update in-line please? TIA
To Inline Edit Tasks or Events, you must include a list view filter to restrict by either Tasks or Events -- you can’t view both
Example: Filter "Task EQUALS True" to edit Tasks or "Task EQUALS False" to edit Events. If you don’t have permission to edit the list view's filter criteria, contact your System Administrator.
Refer the below article.
https://help.salesforce.com/s/articleView?id=000323035&type=1
Some of the fields(Due Date, Name, Related To, Priority, Status, Assigned To, Record Type) you cant able to edit through inline editing.
https://ideas.salesforce.com/s/idea/a0B8W00000GdhVPUAZ/allow-inline-editing-of-all-activity-fields
If this information helps, Please mark it as best answer.
Thanks!!
All Answers
To Inline Edit Tasks or Events, you must include a list view filter to restrict by either Tasks or Events -- you can’t view both
Example: Filter "Task EQUALS True" to edit Tasks or "Task EQUALS False" to edit Events. If you don’t have permission to edit the list view's filter criteria, contact your System Administrator.
Refer the below article.
https://help.salesforce.com/s/articleView?id=000323035&type=1
Some of the fields(Due Date, Name, Related To, Priority, Status, Assigned To, Record Type) you cant able to edit through inline editing.
https://ideas.salesforce.com/s/idea/a0B8W00000GdhVPUAZ/allow-inline-editing-of-all-activity-fields
If this information helps, Please mark it as best answer.
Thanks!!
I am having hard time to visualize this, so does that mean we can have same layout for "Events" or "Tasks" as this opportunity page in screenshot below with inline editing please?