When you are using the Salesforce Table in your form you can allow your form fillers to edit the data. You can let them update information by pressing on the ‘edit’ icon and editing the data in the ‘Edit’ modal window and you can also let them edit the data inline.
Inline Editing means that the form filler can simply click inside a table cell and it will become editable.
Following are the steps to configure Inline editing in your Table.
1- Drag a Salesforce Table on to your canvas
2- Enter the following columns:
Account Name, Account Phone, Account Website
3- Set the Salesforce get integration to draw 100 accounts when the form loads
- Authenticate with Salesforce
- Select the object: Account
- Turn on the ‘Execute on form load’ checkbox
- Choose the ‘All’ option in the ‘If multiple matches found take ID from’ radio button
And set a limit number of 100
- Set the mapping:
Account Name → Account Name
Account Phone → Account Phone
Account Website → Website
- Press’Apply’ and save the form
4- Select the table on canvas and go to its ‘Advanced settings’
5- Turn on the “Allow inline editing” checkbox
6- Press on the ‘configure’ button and set the editable fields
7- Turn on the ‘Editable’ checkbox in each field you want your filler to edit inline
8- You can also add a placeholder text for this field, that will show when the filler clicks to edit.
9- Press ‘Apply’ and test the form.
10- Now test your form
Publish it as URL
Click inside the first account’s phone field- see how it becomes editable. Change the phone number to 8888888 and it will then be updated in the Table as well as in your Salesforce account.
Please note - This feature is included in our ‘Advanced tools’, which is not included in every license. Find out which license includes the 'Advanced tools' in our Pricing page.