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Adding & Updating Multiple Records with In-Line Editing

In PPO, you have the ability to either Copy a single record from an Entity View page or Add, Update, and Copy multiple records on list pages using in-line editing.  Read below or watch this short video:

How this works:

To start using in-line editing, you simply click within a row on any value which then allows for in-line editing. You can edit single or multiple records in this view.

When going into inline editing mode, you will notice:

  • A Submit and Cancel button at the bottom of the list. Submit once changes were made.
  • A scroll bar depending on the number of fields as columns.
  • All required fields will show as well as any field that has a dependency on another.
  • On submit, you will only see the original columns that you had on your list page.

You can also Add or Copy items when using in-line editing:

If you want to change the columns that are shown, you can click on the Settings icon in the top right hand corner of the page.

On the Setting page, you can add additional columns:

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