Inline editing for fields in the grid view (Preview mode)

Overview

To improve user experience when entering or editing data, starting with this release, you can enable inline editing for most fields in the grid view (e.g. Due Date, % Complete, Resources, etc.). You can enable inline editing at the system level or at a user level. By default, inline editing is not enabled.

In addition, when assigning resources, in the Resources field, you can either start typing the name of a person and select it from the list, or click the Advanced link to open the Add Resources pop-up window.

Note: Inline editing is not supported for the Name field.

Functionality

To enable inline editing at the system level:

  1. As a System administrator, navigate to Settings > System Settings.
  2. Search for Editor.
  3. For the 5 Editor’s Mode setting, select the Inline (Preview) option from the drop-down list.
  4. Click Save.

To enable inline editing at a user level:

  1. In the top-right corner, click your name and select My Details.
  2. Search for Editor.
  3. For the Editor’s mode setting, select the Inline (Preview) option from the drop-down list.
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