improved
Data & Field Management
Editable Drill-In Grids
We’ve supercharged the Drill-In Grid experience with full inline editing support! Users can now edit, manage, and even create records directly within the drill-in modal—without needing to open each record individually. This brings the full power of the Grid view right into your data exploration workflows.
Key Highlights
- Full Inline Editing: Edit single fields or entire records inline—no need to open the record detail view.
- Bulk Actions: Use right-click or multi-select to bulk update, delete, duplicate, print, export, or copy selected records.
- Add Records on the Fly: Insert new records inline with + buttons at the bottom, between rows, or after the last row—just like in standard Grid view.
- Smart Filtering Behavior: If an edited or newly added record no longer matches the parent filter, it’s removed from view—just like in the main Grid.
- Real-Time Collaboration: See the names of users currently editing cells in the drill-in grid, helping avoid conflicts and boosting team visibility.
- Performance & Permissions Ready: Fully respects record- and field-level permissions, with performance parity to the main Grid.
How It Works
- Edit Directly in the Drill-In Modal: Just click into any editable field to make changes, or right-click for quick bulk actions. All updates instantly reflect in the source widget or chart.
- Respect for Filters & Data Integrity: Records that are changed and no longer meet filter criteria will automatically disappear from the view. New records attempt to match the filter—if they don't, a badge will warn you before saving.
- Real-Time Sync with Source Widgets: When edits are made in the drill-in modal, the source (like a chart or widget) updates immediately—no refresh needed.
- No Plan Limits: This feature is available to all users on all plans with access to the relevant data source.
Inline editing in drill-in grids bridges the gap between insights and action—giving you an even faster, more intuitive way to manage your data right where you’re working.