We've enhanced linked records by introducing a new Grid Display that brings inline editing right into the record view. Now, you can update your linked records just as easily as you would on a dashboard widget. This change delivers a more fluid experience, whether you're modifying an existing record or adding a new one directly within the grid.
Key Highlights
- Grid Display Format: Switch from the old Table Display to the new Grid Display. This update makes inline editing more intuitive and streamlined.
- Inline Editing: Update your linked records right on the record page – changes are applied instantly without extra steps.
- Flexible Record Creation: Depending on your settings, you can either add a new record inline with a simple click or use the record selector modal. A top button appears with more options if there are many linked records.
- Enhanced Settings: Admins can now choose whether users can edit and create records inline. These settings apply both to the record page and the record details widget.
- Improved Workflow: A smoother editing process means quicker updates and better integration with your current workflow.
How It Works
- When you choose the new Grid Display format in your field settings, you gain access to additional options for inline editing and record creation.
- If inline editing is enabled, clicks on relevant areas let you directly modify record values without leaving the grid view.
- The option to create new records inline is available via a dedicated button. Depending on your configuration, clicking this button will either add a new row for immediate editing or open a modal to select an existing record.
- All changes are saved immediately, ensuring that your updates are secure and that permissions and validations are respected.
For additional details on the requirements and implementation, please refer to the requirements