Skip to main content
waffle.svg
Domo Knowledge Base

Inline Editing App

Version 5

 

Intro

The Inline Editing app provides you with write-back functioning to your spreadsheets. With a variety of editing and group options, you'll be able to quickly and efficiently create customized spreadsheets that fit your business' needs. 

 

Installing the App

Once you have had the Inline Editing app deployed to your Asset Library, select New Card and you'll be taken to the App Card set-up view. This is where you'll connect your Domo dataset, any type of dataset can be connected to Inline Editing, which can be done by selecting the Data option at the bottom of the card. The most typical types of connected datasets include Domo Webforms and File Uploads. Once you've connected your dataset you should now be able to use Inline Editing to the fullest of its capabilities. 

data.png

Inline Editing Groups and Rights 

The Inline Editing app has Admin and User access levels. To be added to the Admin group, you'll need to create a group titled: _Inline_Edit_Owners and add all the people in your organization that you'd like to have editing access in the app. 

Features in Inline Editing

Top Panel

The top panel in the app includes three main options: Add Row, Discard Changes, and Save. The top panel also displays the dataset type (upsert vs. non-upsert) and the dataset name in Domo. top panel v2.png

Add Row

The Add Row button allows you to add a new row to the bottom of your dataset.

add row v2.png

Discard Changes

The Discard Changes button allows you to discard the changes you have made to the dataset since the last save was performed in the app. This option includes a cancel and confirm button, in case you don't actually want to discard your new changes.

discard changes v2.png

Save

The Save button allows you to save changes made to the dataset, but note that it does not write back to the Domo dataset.

Editing Columns

Columns can be edited within the app by Admin level users, note that basic users cannot edit columns within the Inline Editing app. To edit a column, you'll need to select the three horizontal dots located in the header of each individual column. The three editing options include Response required, Change input type, and Disable column editing

Response Required

This editing options makes it so every field in that column has to be filled with a value. If response required is enabled and a field is left empty, then the Save and Write to Dataset buttons will not be able to be selected until the empty field is entered with a value. 

Change Input Type

The Change input type option includes an Option List and Validated choices.

Option List

Option List allows you to choose a single selection or multiple selection option for each cell in the column you're editing. Each selection type will bring up a list of available values and you can choose to select one, multiple, or all using the select all or deselect all options and the checkboxes. Search for and create a new option by typing a value into the search field, if you're typed value already exists it will appear in the list but if it doesn't you'll see the option to create this value as a new selectable field. 

option list v2.png

Validated

Validated applies to the field type in your column, a check indicates that the each field type corresponds to either number, text, date, or datetime and no visible checkmark means that the field type in the column was not validated. 

validated v2.png

Disable Column Editing

Disable column editing disables that particular column from being edited by any other Admin user. Once this has been selected, the column will gray out indicating that it is not editable. 

disable editing v2.png

Enable Column Editing

If you've selected Disable column editing and you'd like to enable column editing again, you can select the three vertical dots from the desired column heading and then select Enable column editing from the options. Once you've selected this option, you'll be able to edit the column fields again. 

enable editing v2.png

Editing Rows

To edit a row, select the vertical three dots at the row heading according to the row you're wanting to edit. The two editing options include Reset row changes and Mark for deletion. 

row edit v2.png

Reset Row Changes

Once you've changed the value in a field, you can select the Reset row changes option to completely reset the row where changes have been made before the last save. 

Mark for Deletion

The Mark for Deletion option allows you to completely delete a row, once you've selected this option the row will turn red and you can select Save to delete the entire row. 

delete row v2.png

Bottom Panel

The bottom panel, like the top panel, includes a series of actions in the Inline Editing app. The options included in the bottom panel include Previous Page, page selection, rows per page, Next Page, row and changed rows count, and Write to Dataset. 

bottom panel v2.png

Previous Page

If your data includes more than 50 rows, then your data will span across two separate pages. The Previous Page option allows you to go back to your previous set of data. 

Page Selection

The page selection tool enables you to click to another page of your data inside the app using the clickable number box. 

page number v2.png

Rows Per Page

The rows per page option allows you to select how many rows you'd like to have displayed on a single page. Options include 10, 20, 25, or 50 rows of data per page. 

row number v2.png

Next Page

Like the Previous Page button, the Next Page button allows you to toggle between pages of data in the Inline Editing App. 

Row and Changed Rows Count

The row count and changed rows count displays the total number of rows in your uploaded dataset, as well as the total number of rows changed in the app. 

row display v2.png

Write to Dataset

The Write to Dataset button is what actually saves your changes to your uploaded Domo dataset. Once you've selected this button, a pop-up will appear showing the total rows with edit, rows to be removed, and rows to be added to your Domo dataset. Once the writing process has been initiated, it cannot be canceled, and no additional changes are allowed until it has finished writeback. From here you can either choose to cancel the writeback or confirm writeback. 

writeback v2.png

Field Types

There are four different types of values that can be input into each column/row field: text, number, date, or datetime. 

Text

A text field can be entered with any order of alphabetical text.

Number

A number field can be entered with any order of numeric values. Numbers can either be typed in or selected using the up and down arrow button in each number field. 

Date

A date field can be entered with a XX/XX/XXXX date format. A date can either be typed in manually or selected using the  

Datetime

A datetime field can be entered with a XX/XX/XXXX 00:00:00 format. 

FAQ

How many rows can my uploaded dataset have? 

Inline Editing can handle up to 100,000 rows of data, anything past that will not work and the app will make you either reduce your dataset size or use an upsert dataset. 

How do I set up my data?

This Implementation Guide will walk you through how to set up your Inline Editing data, including converting your data into an upsert dataset. 

Where can I get this app?

Contact your AE about purchasing the Inline Editing app.