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pencilEnable Inline Editing

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Overview

The Avonni Data Table supports two modes of inline editing to suit different workflows:

  • Quick Edit (Pencil Icon): The standard Salesforce behavior. An edit icon appears on hover, allowing users to modify specific cells.

  • Direct Entry (Input Box): Transforms cells into permanent input fields or picklists. This is the fastest method for heavy data-entry tasks

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Interactive Tutorial

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Guided Steps

1

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Enable the Editing Interface

You can enable editing for specific fields or the entire table at once.

To enable a single column:

  1. Navigate to the Data Mappings section.

  2. Click on the specific Column Name you wish to make editable.

  3. For Quick Edit: Toggle the Editable switch to ON.

  4. For Direct Entry: Toggle the Display as Input switch to ON.

To enable all columns at once:

If you want to make every compatible field in your table editable with a single click:

  1. Navigate to the Data Mappings section in the Properties Panel.

  2. Open the Advanced Options sub-section.

  3. For Quick Edit: Toggle All Columns Editable to ON.

  4. For Direct Entry: Toggle All Columns Display as Input to ON.

    Note: This acts as a global override. It is the fastest way to turn a "View-Only" table into a "Data Entry" worksheet

2

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Configure the "Save" Logic (Crucial)

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Important

Modifying a cell only changes the value in the browser. To make these changes permanent in Salesforce, you must configure an "On Save" interaction.

  1. Open Interactions: Click on the Interactions tab in the Properties Panel.

  2. Select the Trigger: Click to add a new interaction and select the On Save event.

  3. Choose the Action: Select Update Records from the list of available actions.

  4. Configure Feedback (Optional): Add a "Toast" message or a success notification to let users know their changes were saved successfully.

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Key Technical Notes

  • The "Row Number" Column: When inline editing is active, Salesforce automatically displays a Row Number column on the left. This is a technical requirement for tracking "draft" changes and cannot be hidden.

  • The Footer Bar: As soon as a user modifies a cell, a footer bar with Save and Cancel buttons will automatically appear at the bottom of the table to manage the transaction.

  • Validation: Ensure the user has the appropriate Salesforce permissions to edit the underlying records, or the "Update Records" action will fail

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