Allowing Inline Editing on a Report

Overview

Reports typically display collected data from a specified Data Source. In some scenarios, however, users may need to update or correct values directly within the Report without navigating back to the underlying form or database.

Editable Reports enable this functionality by allowing end users to edit values inline within the Report grid. Once enabled, specific Data Fields can be made editable, and the Report will provide intuitive input methods depending on the field type (e.g., text entry, dropdowns, checkboxes, or date pickers).

Configuration

1. In the Report Designer, add a Data Source and any desired Data Fields.
2. Select a Data Field to make editable.
   1. In the Properties panel, under Settings, check Can Edit.
3. Deselect the Data Field (click any blank area above the Report).
4. In the Report Designer Properties, under Grid View, check Editable.
5. Save the Report.

Runtime Behavior

When Editable Reports are enabled, the grid supports inline editing with intuitive interactions:

• Single-Click Editing
  • Text-based fields enter edit mode with a single click (previously double-click).
• Boolean Fields (True/False, Yes/No)
  • Render as a dropdown to prevent invalid entry.
  • If configured as a toggle or checkbox, users simply click to switch values.
• Date Fields
  • Include a calendar picker for accurate date selection.
• Numeric or Text Fields
  • Open a text box for direct editing. Validation rules (if applied) still apply.

Changes are committed once the user exits the field (clicks away or presses Enter).