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Inline Editing / Grid View for Reports (similar to SharePoint Quick Edit)
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Hi,

We currently rely on export/import mechanisms for bulk updates, and they work well. However, a customer recently asked for a SharePoint-like Quick Edit experience, and I realized I would have benefited from the same feature myself just last week. Even for experienced users, being able to update multiple records directly in a report would be faster and more convenient than switching to an export/import process. A report-based Grid View with inline editing, copy & paste, and bulk updates would be a valuable enhancement.

Best reqards,
Maryna

MVP

Hi Maryna,

I like this idea but there seem to exist some hurdles.

It would be necessary to check the edit permission for the user depending of the current step of the instance. Missing the form no form rules could be used and no path selected. Each inline change would invoke the default save action and create a new instance version. An invalid inline edit would need further dialogs to display validation error messages.

Maybe a modal dialog opened by an edit button could solve your issue.

Link: https://daniels-notes.de/posts/2025/modal-dialog-for-dashboard

This approach would need an extra JavaScript field in the report configuration.

The button could be done with advanced cell coloring: https://community.webcon.com/posts/post/advanced-cell-coloring-in-reports/18/35

Kind regards,
Sébastien