Ability to edit parent/lookup object fields in a table

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  • Idea
  • Updated 2 years ago
  • Under Consideration
I'm sure lots of us would love the ability to have editable fields from a parent or lookup object represented directly in a table. We didn't seem to have this here as an official proposal/idea, so I'm adding it for the purposes of tracking interest and possible progress. There are a few related solutions, like popping up an editor, drawers, or showing related objects' fields as read-only, but not the prefect solution that my users want.
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Peter Bender, Champion

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Posted 5 years ago

  • 14
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Rob Hatch, Official Rep

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Yes.  that has been a story in our backlog for a good while.  We'd be very interested in hearing use cases where this would be helpful. 
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This would be great for us. We built custom order/order item functionality four years ago before SF added this as standard functionality. It would be great to be able to change the status of the order inline on a table of order items. I created a drawer that lets me do this one at a time, but if it could be done in the row itself, then I could mass update multiple orders.
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Griffin Brown

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This would be an extremely helpful solution that provides a massive gap in the standard SF functionality.

Current way of changing parent fields:
1. Define the child object - display in field editor
2. Query another model based on some relationship to the child object - display in field editor
~only works when you're working in 'detail model' not 'list mode'
~'list mode' requires an additional action like a drawer, popup, or redirect

New way:
1. Load a model in a table and edit fields all the way up the hierarchy
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Greg Johnson

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I have a junction object(B) (to permit many-to-many relationships between two other objects (A and C)).  While I can create a table that shows fields from A and C, I don't seem to be able to edit them at all.  In trying to determine what my problem is, I came across this issue.  Am I snookered?
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Pat Vachon, Champion

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You can do something to enable the functionality with javascript but its not straight forward.

Best to use a row action to present the records from a model on A or C in a popup or drawer.
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Greg Johnson

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That's tantalising - could you give me some pointers on the JS?  I am trying to perform mass updates on all selected rows in a table, so already wrote a custom snippet to do this and would happily extend it.  That's the main reason why popup/drawer options are not my preference when attempting to change many rows at once.
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Pat Vachon, Champion

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Oh my ... this would very much be a can of worms. Pointers are too many too start to be honest.
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Toms Vineeth John

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Need this feature to edit the related object on the table. Any idea if this will come soon?