Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Open an Entities record.
  2. Click the Security tab.
  3. Click the Options sub-tab.
  4. Place a check mark in the Allow In Place Editing check box.
  5. Select an In Place Editing Security setting:
    • All Users: All users who have edit permissions for this entity can edit its records directly within a list view.
    • Specified Users/Groups: Only the Groups and Users that have the In Place Edit option selected on the corresponding Group/User Permissions record can use this feature.  

      Enabling In Place Editing
  6. If you selected Specified Users/Groups, enable In Place Editing for the desired Groups and/or Users.
  7. Click the Group Permissions tab.
  8. Open the record for a Group for which you want to enable this feature and select the In Place Edit option. Note that this option is not available unless the Edit option is selected. Click OK to close the record.
  9. Repeat the above step for additional Groups as necessary.  

    Enable In Place Editing for a Group
  10. Click the User Permissions tab.
  11. Open the record for a User for whom you want to enable this feature and select the In Place Editing option. Note that this option is not available unless the Edit optionis option is selected. Click OK to close the record.
  12. Repeat the above step for additional Users as necessary.
  13. Save and close the Entities record.
  14. Close and relaunch the Aptify client.
  15. Create or open a list view of the entity to confirm that the In Place Editing icon now appears in the view toolbar.
    • See Editing Records in Place for more information.
    • The In Place Editing icon will not appear in the view toolbar until after you have closed and reopened the Aptify Desktop client.