Update Feedback or Product idea records from the list page

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Edit the details of a feedback or product idea record and make real-time updates using the list page of feedback or product ideas.

    Before you begin

    Role required: pf_user

    About this task

    Modify feedback or product idea records within the list view or side panel using inline editing. Edit the details inline from the list view or use the side panel. Enable quick updates for fields like short description, state, and others on the list page. You can use the full details page to add work notes, attachments, and view related lists of a feedback or product idea record.

    Procedure

    1. Navigate to Workspaces > Strategic Planning Workspace.
    2. From the feedback or product idea list, select the feedback or product idea record that you want to edit.
      You can use the full details page to edit the feedback or product idea record. Select Info icon. to open the preview of the feedback or product idea record from the list view.
    3. Update the record details, attach files, or delete the feedback or product idea record.
      ChoiceAction
      Update feedback or product idea record

      Double-click on the feedback or product idea field on the grid to make inline edits. You can select the short description of feedback or product idea to open the full details page. Bulk edit rows in the list view to enable quick updates without editing each record individually. For feedback or product idea field information, see Feedback form and Product idea form.

      Note:
      You can’t make inline edits for read-only fields.
      Add worknotes or attachments
      From the full details page:
      • Select Browse and upload a file.
      • Compose work notes and select Post Work notes.
      Delete feedback or product idea record
      From the full details page:
      1. Select the More Actions icon (More actions icon).
      2. Select Delete.
      3. Select OK to confirm.
      Information of certain columns that aren't editable in the full details page can't be edited inline either. For example, product ideas count and votes. If you group the feedback or product idea records by any attribute, you can’t edit the short description of the items directly from the list view.