Friday, September 7, 2018

Inability to Edit a Field when Inline Editing is Enabled in a List or a Saved Search

Several conditions can cause this behavior:

  • Role of the user only has Access Level = View to the permission related to the record type.
  • Field is hidden on the preferred form for a role (Customization > Forms) - if a preferred form shows the field, check other forms that may have been set as the preferred form for a role. 
  • Field Display Type is set to Inline or Disabled.
  • Field on a record is referred to by a formula custom field.
  • Field is not applied to record type.
  • Field is Type : Multiple Select
    Note: The field type is currently not supported via Direct List Editing. Enhancement 174569 addresses this.
  • Role of the User has Restrict Time and Expenses set to True.
  • Role is missing the Find Transaction permission.

If working on a Transaction saved search, Criteria should have:

  • Main Line is true
  • Type is set to one Transaction record type (e.g. Sales Order, Invoice, Cash Sale, etc.)

Note: Without the Criteria above, the following message will display: Only certain transaction types support editing.

  • Search Result columns include line-item fields such as 'Item' (The following message will display: Only searches filtered to the main line support editing)
  • 'Enable Field Editing on Lists' is not checked on the preferred form  

To verify which condition is causing this problem, perform the following steps:

A. Role of the user only has View Access level to the permission related to the record type.

1. Login as Administrator.
2. Navigate to Setup > Users/Roles > Manage Roles.
3. Click Edit the role.
4. Under Permissions tab > locate the record user is trying to edit via Inline Editing.
(Example: For Customer search > navigate to Permissions tab > Lists subtab)
5. Locate the permission related to the record type > set the Access Level = Edit.
6. Click Save.

Note
: For transaction records, permissions are under Transactions subtab.

B. Field is hidden on the preferred form (e.g. Customer):

1. Navigate to Customization > Forms Entry Forms.
2. Edit the preferred Customer/Lead/Prospect form.
3. Click the Fields tab.
4. Locate the field.
5. Check the Show checkbox for the field.
6. Click Save.


C. Field Display Type is set to Inline or Disabled (e.g. Entity field):

1. Navigate to Customization > Lists, Records, & Fields Entity Fields.
2. Edit the field.
3. Click the Display tab.
4. Set the Display Type field to Normal.
5. Click Save and Apply to Forms.
6. Select the form where to show the field.
7. Click Save.


D. Field on a record is referred to by a formula custom field (e.g. Entity field):

1. Navigate to Customization > Lists, Records, & FieldsEntity fields.
2. Edit the field.
3. Click the Sourcing & Filtering / Validation & Defaulting tab.
4. Check if there's anything selected in the Source List or Default field.

Note: If a field on a record is referred to by a formula custom field, you cannot edit the referenced field with Inline Editing (Help Guide Topic: Using Inline Editing).

 

E. Field is not applied to Record type

a. Create a custom Item field

1. Navigate to Customization > Lists, Records, & Fields Item Fields.
2. Enter field Label.
3. Select Store Value check box.
4. Select Free-Form Text for Type.
5. Mark Inventory and Non-inventory under Applies To tab.
6. Click Save and Apply to Form.
7. Select Show for all forms that apply.

b. Enter a value for the custom field via Inline Editing

1. Navigate to Lists > Accounting > Items.
2. Click Customize View.
3. Set Type to Show as Multi-Select under Available Filters tab.
4. Click Save.
5. Select Inventory Item, Non-inventory Item and Service Item from the footer filter Type.

Actual Result: Custom field is not editable.
Expected Result: Edit the custom field from the list view

To resolve, edit the custom Item field and select Service under Applies To tab.

 

F. If working on a saved search, the search has to have the criteria Main Line is True.

Go to the search Criteria and see if the Main Line option is set to Yes and if the criteria Type = set to one transaction type.

 

G. Enable Field Editing on Lists is not checked on the preferred form.

1. Navigate to Customization > FormsTransaction / Entry Forms.
2. Edit the Preferred form for the record.
3. Make sure that Enable Field Editing on Lists is checked.
4. Click Save.

Note: Enable the INLINE EDITING feature for this option to be available (Setup > Company > Enable Features)

 

H. Role of the User has Restrict Time and Expenses set to True.

To resolve this follow instruction in SuiteAnswers article Custom role unable to edit Purchase Orders via Inline Editing > remove Restrict Time and Expenses restriction from the role

I. Role is missing the Find Transactions permission.

1. Navigate to Setup > Users/Roles > Manage Roles > Edit Custom Role

2. Under Permissions subtab > Transactions sublist > Add the Find Transactions permission.

3. Set the Access Level to at least Edit.

4. Click Save.

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