Linked Record: Grid View Inline Edit

We’ve expanded inline editing to support Linked Records displayed in Grid format within record pages.
This means you can now make quick edits to linked records—right where you see them—without opening the full linked record modal.

It’s the same fast, efficient editing experience already available in dashboard widgets, now brought directly into the record view for smoother workflows and faster updates.

Key Highlights

• Inline Editing in Linked Record Grids: Edit fields directly inside the linked record table without opening each record individually.
• Faster Data Entry: Update values in place—perfect for quick status changes, notes, or number updates.
• Consistent Experience: The same inline edit behavior used in dashboard table widgets now works in record views.
• Permission-Aware: Editing respects field- and record-level permissions for linked records, ensuring users can only modify what they have access to.
• Seamless Workflow: Great for project tracking, inventory management, or any use case involving frequent updates to related records.

How It Works

When viewing a Linked Record field displayed as a Grid (Table) inside a record:

• Hover over a cell to make it editable.
• Click directly into supported fields (text, number, select, date, etc.) to update values inline.
• Press Enter or click away to save your change instantly.
• Inline edits apply immediately—no need to open the linked record modal.

Note: Inline editing is only available when the linked record display format is set to Grid (Table) view and the user has permission to edit the linked record.