Slaesforce FAQ

how to disable inline editing in salesforce

by Estelle Hamill Published 2 years ago Updated 2 years ago
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Disable Inline Editing.

  • 1. Create a S-Control and use it to overide the "Edit" button.
  • 2. When the Edit button is clicked transfer control to the Edit Page.
  • 1. In Read Only Record Type Pages the edit button is disabled/hidden and since the Edit Button is overidden users cannot do inline editing on this ...
  • 2. For Normal Record Type Pages, users can use In-line editing and also when they click on the "Edit" button The S-Control is Activate which would ...

Salesforce: Disable Inline Editing
  1. You can set the assignment rules to be checked by default on page layout, which will then allow the assignment rules to be triggered. ...
  2. The other option is to globally disable inline editing in the org; Go to Your Name> Setup> Customize> User Interface> Uncheck "Enable Inline Editing"
Feb 5, 2013

Full Answer

How to enable Salesforce Lightning knowledge?

How do I enable lightning knowledge in Salesforce?

  • From Setup, enter Knowledge in the Quick Find box and click Knowledge Settings.
  • If you're new to Knowledge, enable Knowledge by selecting Yes and clicking Enable Salesforce Knowledge.
  • Click OK to continue.
  • On the Knowledge Settings page, click Edit.
  • Select Enable Lightning Knowledge.
  • Click Save.

How to enable Salesforce CRM content in Salesforce?

The profile of the user doing the sync should have the following permissions enabled:

  • Manage Salesforce CRM Content
  • Create Libraries
  • Manage Content Permissions
  • Manage Content Properties
  • Manage Content Types and
  • Deliver Uploaded Files and Personal Content

How to enable field history tracking in Salesforce?

For Custom Objects:

  • Go to the ‘Custom Object Samples’ option.
  • Click on the ‘Edit’ option and go to ‘Additional features.
  • Enable ‘Track field history’ for Object samples.
  • Click on the ‘Save’ button.
  • Now go to ‘Custom fields and relationships and click on ‘Set history tracking’.

How to enable floating report header in Salesforce?

Known Issues · Fixed

  1. Open IE 11 or Microsoft Edge
  2. Switch to the Lightning UI if not already there
  3. Click on Name | Setup | App Setup | Customize | Reports & Dashboards | User Interface
  4. Select “Enable Floating Report Headers” check-box
  5. Go to a report that should have floating headers
  6. Scroll the report down
  7. Note that the report headers do not float.

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How do I disable inline editing in list view?

One quick work-around is, to add a default record type. If you add record type then you need to filter the list by record type for inline edit. If you don't filter the list view with record type, then you automatically Salesforce disables the list view inline edit.

How do I enable inline editing in Salesforce?

Go to Setup and search for User Interface. You can also go through the path of Platform Tools > User Interface > User Interface or Build/App Setup > Customize > User Interface (last option). Select Enable Inline Editing and Enable Enhanced Lists then Save. 1.

How do I restrict list view editing in Salesforce?

In the Permission Sets page, click Create New View, or select a view and click Edit. Enter the view name. Under Specify Filter Criteria, specify the conditions that the list items must match, such as Modify All Data equals True . to search for and select the setting you want.

What is inline editing in Salesforce lightning?

What is Inline Editing in Salesforce? Inline editing is the ability to change the value of a field, without needing to navigate to a record. Inline editing means being able to update a record from somewhere other than the record page, such as a list view or report.

How do I enable or disable inline editing in Salesforce?

This is done by editing the Page Layout and clicking the "Layout Properties."This way, inline editing is generally allowed but is disabled for assignment. The other option is to globally disable inline editing in the org; Go to Your Name> Setup> Customize> User Interface> Uncheck "Enable Inline Editing"

Why is inline editing not working in Salesforce?

Certain fields are not editable using the inline editing feature on record detail pages and list views in Classic. Further the layout and record type filtered in the list view must also be checked. Enabling Accessibility Mode on the user's setting also disables this feature.

How do I remove edit button from list view in Salesforce?

To remove the standard new button from the list views, perform the steps below:Navigate to Setup | Object Manager | Lead | Search Layouts for Salesforce Classic.Edit the List View by selecting the dropdown next to it.Uncheck the New[New] from the Standard Buttons list. ... Once you're done, click on the Save.

How do I restrict list view in Salesforce?

You may follow the below steps:Click affected Object tab.Click Edit beside the List View.Under "Restrict Visibility" | Check if the List View is: Visible to certain groups of users. Or. ... Make the List View Visible to all users (Includes partner and customer portal users)Click Save.

How do I turn off list view controls in Salesforce?

If editing the profile isn't suitable for you, you can go to Setup > Create > Objects > YourObject (for Custom Object) and search for YourObject List View in the Search Layouts section. When you click Edit, Salesforce will show up a page where you can enable/disable the buttons that appear in list views.

What is inline editing?

What is inline editing? Inline editing allows users to edit content displayed in HTML pages directly without having to switch between an edit mode and a view mode. Typically, users can edit more than just the text - they are presented with a menu or toolbar, allowing them to format the content as well.

Can we do inline editing in Salesforce list view?

. Inline editing doesn't work for list views that contain multiple record types. To make inline edits for objects with multiple record types, first filter by a single record type.

How do I enable mass edit in Salesforce?

Go to record edit Layout and Click on “Related list”. Click on Setting icon in contact related list and add the Mass Edit button and click Save.

Salesforce: Disable Inline Editing

Editing a record in Salesforce by using inline editing (as opposed to clicking the Edit button to edit) might be quick and easy, but the fact is, inline editing does not fire off assignment rules or workflows.

Reader Comments (1)

I know the Assignment Rule thing is a known bug (http://success.salesforce.com/ideaview?id=08730000000BptYAAS), but I'm relatively positive workflow rules fire on inline edits. It used to not work that way, but the bug has since been patched for workflow rules and triggers.

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