Page Comparison

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• About In Place Editing and Hierarchical Views

• About In Place Editing and Sub-Types

Follow these the below steps to use In Place Editing within a list view, when available:

1. Open a list view displaying the record whose data you want to edit.
2. Click the In Place Edit icon.
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3. Edit the record data for the following field types: 
   
   • Text Field: Click inside the field and edit the text as you would in a regular text field.
   • Link Box: Click inside the field and edit the record ID. You must enter an ID of a record in the linked entity.
   • Check Box: Double-click the option to select or deselect it.
   • Drop-down or Combo Box: Click the field, then click the down arrow to display the drop-down list, and select the option you want. 
     
   • Date Field: Click the field, then click the down arrow to display the calendar, and select the date you want.
     
   • Virtual Field: Note that In Place Editing is not available for standard virtual fields.
      
4. Save the changes you made to the record either by clicking the Edit Record In Place icon again or by clicking another row on the view.
   • If you switch off the view without first clicking the Edit Record In Place icon or clicking another row, Aptify displays a warning message asking you to decide if you want to save the changes that you have made to a row.

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• When available, a user enables In Place Editing for each hierarchy individually.
  • Consider the sample view from the figure. If a user clicks the In Place Editing icon for Employees (the top level service), the Employees records enter In Place Editing mode. However, when the user clicks within the Employee Skills sub-view, In Place Editing is not enabled for that related service (the icon is not selected, as shown in the figure). To enable In Place Editing for Employee Skills, the user clicks the In Place Editing icon again.
    
    
• Each sub-view's In Place Editing session is distinct from the top level service's session that may or may not also be active in the view. Therefore, the system prompts you to save any changes made while in In Place Editing mode any time you click outside of the hierarchy's sub-view.
• When you click outside of a hierarchy's sub-view, In Place Editing mode is disabled for the related service or sub-type.
• If you click outside of a view while you have In Place Editing enabled for the top level service and for a hierarchy's sub-view, the system will prompt you twice to save any changes made while in In Place Editing mode (once per In Place Editing session).

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