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New Idea

More support for Inline Edit

Related products:CS Reports
  • October 2, 2024
  • 4 replies
  • 161 views
bradley
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Currently, in line editing in reports only supports a limited number of objects. Notably, objects and fields on those objects that have otherwise user editable fields (such as Success Plan and Call to Action) are omitted from this functionality.

 

As an example use case, I have a need to display some details about a particular CTA on the Plan Info page of a Success Plan. I would like to then display those details on that customers C360. Because those fields are editable on the CTA itself, I should be able to allow a use to edit them on the C360 report as well (which is how I need to display it).

 

Please allow more support for which fields/objects that can benefit from in-line editing than the handful that are supported today.

4 replies

W
  • wscuphamabnormal
  • Contributor ⭐️⭐️⭐️
  • October 3, 2024

This is very similar to the use case I communicated in this idea from yesterday! We definitely need to expand the inline editability of fields generally

 

bradley
M
  • maiohmai
  • Contributor ⭐️⭐️
  • March 18, 2025

+1 , it would be a huge improvement in user experience if we could support inline editing for Success Plans and especially the Success Plans tab to mirror the Cockpit experience. It makes it difficult to encourage usage of success plans when you have to click in to each one to edit.

C
dhuffman72
cwherrmann
spencer_engel
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  • spencer_engel
  • Expert ⭐️
  • September 15, 2025

Can we please get support for both CTAs and Success Plans re: inline editing in reports? Especially Success Plans, since the list view for Success Plans is so limited, leaving our users doubly frustrated without a way to update Success Plan details in mass. 

 

 

bradley
jcyoungkin
C
jcyoungkin
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  • jcyoungkin
  • Contributor ⭐️⭐️
  • December 12, 2025

+1 to enhanced In-Line Editing capabilities.

Being able to update certain fields of a Success Plan directly in a Report would help them greatly. Currently they have to navigate to a Report, then navigate into the SP to make the needed changes. Eliminating the need to go into the SP would save a lot of time. 

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