The Inline Editing app provides you with write-back functioning to your spreadsheets. With multiple editing options such as required responses, customize input types, bulk editing, and disabling editing, there's guaranteed to be a solution for your spreadsheet editing needs with the Inline Editing app. Inline Editing also allows you to write-back to third party sources such as Salesforce, which then writes back and edits the Domo dataset you have powering the app.
Features in the Inline Editing App
Editing a Column
The editing portion of the app is where the edits will be made to the spreadsheet for the writeback function. Edits can be made to any column that you have enabled writeback to and can be accessed by selecting the three vertical dots next to the heading of a column. There are four options available in the editing function: Response Required, Customize selection options, Bulk edit all rows, and Disable column editing.
The Response Required option will make it so that selected column will require a response action. Depending on which type of selection type you have in a column, other users will have to fill out and select a value for that specific column-row. A red star will appear next to the column name that you've selected as response required.
Customize Selection Options
The "Customize selection options" is where you'll select the type of response you want each column to have. There are four different input types: Multiple Select, Single Select, Text, and Date and only one can be selected at a time for each column. Column that have the customize selection option on will have small blue triangles in the bottom right of each cell.
The Text option will allow you to enter text (or numbers) into a cell—if the row contains numbers then you'll be able to only enter numbers, and the same goes for regular text.
The Multiple Select option allows you to create multiple options for users to select in the spreadsheet. When you click the Multiple Select option, you'll be taken to a list of options you currently have available (taken from your dataset) and from here you can either check the options you want to have available for selection, search for specific options, or create new options. Now, when you go to edit a response in a cell, you'll see the options available for selection that you've picked, note that you can select as many options as you want.
The Single Select option allows you to create a single selectable option from a list of options that you'll provide in the Single Select option configuration. Much like the Multiple Select set-up, you'll be provided with a list of available options (from your dataset) and from here you can either check the options you want to have available for selection, search for specific options, or create new options. Now, when you go to edit a response in a cell, you'll see the available options for selection that you've picked, note only one option can be selected in a single select column cell.
The Date option allows you to create a date select option in a column. Once the date option has been applied, you can add a day, month, and year to each applicable cell.
Bulk Edit All Rows
The "Bulk edit all rows" option allows you to edit an entire column, according to the select option that you've chosen. For example, if you chosen to have all of the fields in a column be dates, then you'll be able to bulk edit the entire column to that exact date.
Disable Column Editing
The "Disable column editing", when selected, will disable anyone from editing a specific column. Editing can be re-enabled by selecting the three vertical dots next to the column name. If a column has editing disabled, then there will be no blue triangles in the column cell's.
Last Column Options
The very last column in your spreadsheet, which may need to be accessed by scrolling to the end of your spreadsheet in the app. There are three options in the last column: "Insert row above", "Insert row below", and "Delete row".
Insert Row Above
The "Insert row above" option will insert another row above the row that you currently have selected. For example, if I have clicked to edit the fifth row, I'd be add another row on top of that fifth row.
Insert Row Below
The "Insert row below" option will insert another row beneath the row that you currently have selected. For example, if I have clicked to edit the second row, I'd be adding another row directly underneath the second.
The "Delete row" option deletes whichever row you are currently editing.
How Do I Get This?
To begin using the Domo Campaigns App, have an Admin contact your Customer Success Manager.