The Edit in List feature lets you update multiple form records directly from the list view — without opening them one by one. You can complete any field that’s been set to allow Edit in List, making it ideal for bulk updates like ticking checkboxes and adding comments.
Example Use Cases
Waitlists
Ticking off checkboxes across records (e.g. confirming who has been contacted from a waitlist).
Adding notes or comments directly into records while making calls.
Evidence Collection
Allowing upload fields to be editable in list view — so you can quickly attach files or evidence to multiple records without opening each one individually.
Step 1: Enable Edit in List for a Field
Open your form in the Form Builder.
Select the field you want to allow list editing for.
In the Options tab, check to enable Edit in List.
Publish your form to apply changes.
Once enabled, that field will appear as editable in the form’s Records view.
Step 2: Use Edit in List
Go to the Records view of your form.
Look for the Edit in List icon next to fields that are enabled.
Click the icon to edit and complete the field.
Changes are saved automatically.
Fields with the pencil icon are the ones you can update directly in the list view.
Frequently Asked Questions (FAQs)
Q. Why don’t I see my field in Edit in List?
A. Only fields with Edit in List enabled in the Options tab will show as editable in the records view.
Q. Who can use Edit in List?
A. Only Administrators and Contributors with permission to edit that field can make changes in the list view.
Q. Do changes overwrite existing values?
A. Yes — editing a field in list view will replace the existing value.
Tips
Use filters first to narrow down your records before editing in list view.
Great for repetitive updates like checklists, notes, and statuses — saves time opening each record.
Start small while learning the feature, to avoid accidental overwrites.
Double-check the fields you’re editing — changes are saved instantly.