TeamDesk Knowledge Base & Support

   Home      FAQ      Forum      Idea Exchange      Ask a Question      My Stuff      Help   
Grid Edit
Another variant of mass edit idea is to allow table views to be switched to grid edit mode.

Let's look at Invoicing application as an example

For table views you would be able to specify if grid edit is allowed and what columns are editable.

Clicking on Grid Edit button puts the view in editable mode - perhaps on another screen.

After the editing is done, after clicking Save button all records are saved under single transaction: e.g. if one of the record contains some errors nothing is saved until the problem is corrected.

There are some weak points with this approach, however.

Since the significant amount of data is in memory and some data is in the database, dynamic on-screen recalculations won't work correctly - one example is the scenario where calculations include summary from the same table. Since behaviors and match conditions are also based on this mechanism they won't work too. Of course all values will be properly calculated after the record is saved, but do not expect immediate value changes the way it is done in forms.

This restrictions practically lead to limiting Grid Edit mode to editable columns only.

Another problem is merging the conflicts when multiple records are edited simultaneuosly. This won't likely work at all.

Yet another, user experience related problem we expect is the number of records in the view. Grid Edit will probably work fine for a limited number of records, but for the view displaying hundreds the user will be likely lost in numerous text boxes and dropdowns.
User Experience

Kirill Bondar  Staff 
Date Created
11/22/2011 5:18:09 PM
Date Updated
8/29/2023 3:11:01 AM
New Idea
Related articles
Promoted By
Guillermo Vazquez Rafael MuñizLuison Lassala
Shaun Lamminga戴晓Pawel Jankowski
Daniel LuzNick AshcroftDave Ah Ching
Megan PillsburyPatrick ToewsDannica Hayes
martin oliverbeoBlake Cabot
Dave EllisWade CardinalDaniel Vazquez Ger
Desmond BeattyEdu HUGrant Simmons
Shem SargentAlexander SepePhilipp Matuschka (MMB)
Jeff Zortmangerardo garciajeremy nelson
Gii SystemsRick CogleyMartin Odendaal
basenineKirill Bondar  Staff 
Rick Cogley 11/23/2011 2:15:12 AM
Even with limits, this would be very useful for us. One use case I can think of is, if you have a list of major project activities, and you need to quickly mark a color status, like RED, YELLOW or GREEN, or, to enter a quick status on each.

Thank you for considering this.
Alexander Sepe 12/23/2011 11:05:25 AM
Very useful... we have been waiting for this new release! Please inform us when you expect to launch this functionality?

Thank you very much.
Blake Cabot 10/10/2012 9:59:34 AM
This is critical because we have 250 orders today and we need to mark them all up. So currently in Quickbase, we mark them to send to the warehouse and right click to copy down. I guess the work around would be spreadsheets but that lends itself to even more errors.

One idea is to all certain fields for gridedit and make sure no rules apply to them.

Really need this one.

Slava Shinderov  Staff  10/10/2012 10:20:08 AM
@Blake I guess, you may use "Multi-Record Table View Custom Button" to alter multiple orders in one click:
Blake Cabot 10/18/2012 5:51:40 PM
That's a good idea for simple updates, but very often we have complex edits for all sorts of tables. We really use it every hour of every day on Quickbase
basenine 10/18/2012 7:08:53 PM

What if Blake needs to edit fields with different data in each record? For the above Invoicing example, putting in Quantity would most likely differ from record to record. Even with "Allow user to edit column(s)", you would need to select the records that had the same quantity....and then do it again for the other records.

The only limitation I see with Grid edit is the...: "Another problem is merging the conflicts when multiple records are edited simultaneuosly. This won't likely work at all."

Even with that limitation (I'd request to disable the verification function if that's what's necessary), I believe it will be a super useful tool in TD.

rishi uttam 4/14/2015 12:28:43 PM
Hi All

I have read all the postings related to this, and find Grid edit is no longer or was never an option?

I note that IN LINE editing does work, but GRID EDIT will not be implemented?

Luison Lassala 8/29/2023 3:11:01 AM
8 years since the last post, I would like to reopen this thread.
There are similar online database platforms (e.g. Salesforce) that offer the option to edit multiple records on a Table View.
The way Salesforce do it is:
- you first select the records you wish to edit (with checkboxes on the left),
- then when you make a change on a column on one of the selected records it gives you the option to "Apply to all selected"
- you then see the changes on the screen for all the records, but you still need to click on SAVE to commit the changes.
It's a new feature in Salesforce that has increased its useability enormously. It would be great to have something similar in TeamDesk.
At the moment I am using a Multi-Record Button with a Workflow Action called "Edit many records" which I add to nearly every Table when I configure a new database. The button displays several input fields (those most likely to need to be updated/edited) which are then matched by Assignments in the Workflow Action.
It works great but it takes a bit of work to configure it for each Table.
Back to Search Results