Make fields in a sidesheet editable?
Hi, I've been struggling with this for an hour and I'm hoping someone might be able to help.
I have a Timeline Interface that displays a series of tasks, and I want my users to be able to edit the task fields - changing the assignee or the status for instance. I would either like to be able to add additional fields here to the initial small modal that appears when you click a task:
Or, I would like to make the fields in the sidesheet editable. Based on what it says on this documentation page that should be possible, i.e.
- Click into record details - This setting allows end users to expand a record to see more details. You can choose to show the details as a Sidesheet or a Full-screen. Once enabled, creators can design record detail pages showing specific fields — in any orientation to their end users. Additionally, individual fields can be set to be View-only or Editable.
Accepted Solutions
Hi @BarnabyMarshall,
To update the preview box to make certain fields editable try the following steps:
When editing your interface you want to update visible fields in the preview, which is found under the Appearance section in the interface, you can toggle on which fields you'd like in the preview by clicking on the cog.
In order to make these fields editable. You need to navigate to the "User actions" section of the edit panel and toggle on "Edit records inline".
After publishing your changes, you should notice when you click on a task in your timeline that all the fields you toggled on in the preview are editable.
I hope this helps!
Chantal
In your edit mode, click your "Priority" field. YOu should find the option there. You'll have to enable it for each field you want editable.
Hi @BarnabyMarshall,
To update the preview box to make certain fields editable try the following steps:
When editing your interface you want to update visible fields in the preview, which is found under the Appearance section in the interface, you can toggle on which fields you'd like in the preview by clicking on the cog.
In order to make these fields editable. You need to navigate to the "User actions" section of the edit panel and toggle on "Edit records inline".
After publishing your changes, you should notice when you click on a task in your timeline that all the fields you toggled on in the preview are editable.
I hope this helps!
Chantal
