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Quick Edit Action

Quick Edit is a row action you add to dashboard widgets and relation widgets. Users click it on a record and edit it in a compact popup — right there on the page, no need to open the full Edit page.

By default, Quick Edit opens a popup with an editable field for every column that's visible on the widget. Add a Quick Edit form to control exactly which fields appear and how they're laid out. Configuring a form is optional — without one, the default popup still works.

To create a Quick Edit form first, see Quick Edit Forms.

Where This Action Is Available​

SurfaceAvailable?
Dashboard widget row action✅
Relation widget row action✅

Add the Action​

Quick Edit is configured on the Actions column of a widget, the same way as any other row action. In each case you follow the standard action-configuration flow and then set the optional Quick Edit Form field described below.

Row action — dashboard widget​

  1. Open the Type Widget in Design Studio.
  2. In the Columns section, open the Actions column's settings.
  3. Click Add Action, set Action Type to Quick Edit, and give it a display name.
  4. In the Quick Edit Form field, select the Quick Edit form to use — or leave it blank to use the default popup.

This adds a per-row Quick Edit button to every record in the widget, wherever that widget is placed (a type dashboard or the Home page).

Dashboard Quick Edit action

Row action — relation widget​

  1. Open the Type Widget for the Relation widget in Design Studio.
  2. In the Columns section, open the Actions column's settings.
  3. Click Add Action, set Action Type to Quick Edit, and give it a display name.
  4. In the Quick Edit Form field, select a Quick Edit form scoped to this relation — or leave it blank to use the default popup.

On a relation widget, Quick Edit always edits the related record (and optionally the relation between the two records — see below), not the record the widget is placed on.

Relation widget Quick Edit action

The Quick Edit Form Field​

Both surfaces expose the same Quick-Edit-specific field once Quick Edit is chosen as the Action Type:

FieldDescription
Quick Edit FormThe Quick Edit-mode form to open. The dropdown only lists forms built for the right context: Dashboard-scope forms for this type on a dashboard widget, or Relation-scope forms matching this relation type on a relation widget. Leave blank to use the default popup.
Go to Quick Edit Form (↗ icon)Opens the selected form in Design Studio in a new tab for quick editing.

What Users See​

Without a form — the default popup​

Clicking Quick Edit on a row opens a popup titled with the record's name, showing an editable field for every visible column on that widget.

  • On a dashboard widget, this is the record itself.
  • On a relation widget, this is the related record.

The user edits the fields and clicks Save. The popup closes and the row refreshes with the new values; Cancel discards the changes.

  • default popup Dashboard Quick Edit Default popup

  • with quick edit form popup Dashboard Quick Edit popup

With a Quick Edit form​

The popup renders your form's layout instead — only the containers and fields you placed on it, laid out the way you designed.

On a relation widget with a Relation-scope form, the popup can also include Relation Attributes — data stored on the link between the two records (for example a quantity or a role), separate from either record's own data. Editing a relation attribute and a related-record attribute in the same popup and clicking Save updates both together, in one action.

Relation widget Quick Edit popup

Next Steps​