In-line editing from the grid

Save time by editing matters and contracts directly from the grids.

Chinmayee avatar
Written by Chinmayee
Updated over a week ago

In this article:

Concept and required permission

In-line editing allows you to treat the matter or contract grid a little more like a spreadsheet in that you can switch the grid into an 'Editable' mode and make changes directly to some fields without having to open the matter or contract to do so.

Typically, if you have access to the matter or contract (i.e., it is visible to you in your grids), you can edit it using in-line editing. It is not mandatory to join the matter or contract to make it editable. In fact, for efficient intake management and allocation of matter managers, it is advisable to edit without joining every matter.

Firstly, ensure that you have the below permissions enabled:

Do note that the above grid editing permissions are child permissions of the "Full Matter/Contract" access and will be initially set to OFF for both new and existing users.

Limited members are not able to edit matters or contracts from the grid.

When you have the necessary editing permission, a pencil icon will be visible at the top right corner of your grid screen. Click this to enter the 'Editable' mode.

How it works

After switching the grid into 'Editable' mode, pencil icons will become visible next to any editable field. You can then simply click on the relevant icon to modify that field.

Clicking anywhere outside the edited field box or hitting the 'Enter' key will confirm and save the changes you made to the field.

Keyboard shortcuts

Press ENTER to save and move down to the next row
Press SHIFT+ENTER to save and move up a row
Press TAB to save and move to the next editable field in the same row
Press SHIFT+TAB to save and move to the previous editable field in the same row

What fields can I edit?

At the moment, you can edit the following field types:

  • State

  • Single line text

  • Number

  • Currency

  • Date-picker

  • Dropdown

  • Single checkbox

  • Person

  • Lookup

  • Lookup (multi)

For contracts, in addition to the aforementioned fields, you have the option to edit:

  • Sliders

  • Contract type - this will change the fields visible on the record

  • Expiry date - this will trigger renewal workflows that exist on the record

  • Teams

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