The Quick Edit Widget is designed to streamline data entry and updates directly from a dashboard. This widget offers users a straightforward interface to modify records without navigating away from the dashboard, making it ideal for quick adjustments to data.
Applicable Scenarios
You use a Quick Edit widget when you need to make small, frequent updates to a specific set of data. It is particularly useful in scenarios where immediate edits to records are necessary without involving a full-screen form or additional navigation steps
At Envinse, we can customize the QuickEdit Widget to suit your specific needs.
For example, if you need a QuickEdit Widget to manage data tables generated using a Generic Inquiry from the system database, we make the process simple and straightforward.
Here’s how it works:
Adding and Configuring the QuickEdit Widget for a Data Table [Generic Inquiry]
1. Adding a Data Table Widget
- Open the Add Widget dialog box by selecting Add a New Widget in a widget placeholder.
- Choose the Data Table widget type.
- Select the relevant generic inquiry in the Inquiry Screen box of the Widget Properties dialog box.
2. Editing Column Settings
- Use the Column Settings button to access the standard Column Settings dialog box.
- Specify which columns to display and arrange their order. Only the columns defined in the selected generic inquiry (configured on the Generic Inquiry (SM208000) form) can be displayed.
3. Adjusting Display Settings
- To limit the number of displayed records, select the Automatically Adjust Height checkbox.
- Enter the desired number of records in the Record Limit box. This locks the widget height to match the specified number of rows and disables manual height adjustments.
Figure: QuickEdit widget for Data Table [Generic Inquiry]
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The Quick Edit Widget is designed to streamline data entry and updates directly from a dashboard. This widget offers users a straightforward interface to modify records without navigating away from the dashboard, making it ideal for quick adjustments to data.
Unlocking Efficiency with the Quick Edit Widget for Acumatica ERP Dashboards
In the fast-paced world of business, every second counts. Data entry and updates are critical yet time-consuming tasks that can slow down operations if not handled efficiently. Recognizing this challenge, we are excited to introduce the Quick Edit Widget—a game-changing tool for Acumatica ERP dashboards.
What Is the Quick Edit Widget?
1. Streamlined Workflow
The Quick Edit Widget allows users to update records in real-time from the dashboard interface. This eliminates the need for time-consuming navigation between modules, enabling a seamless workflow.
2. User-Friendly Interface
Designed with simplicity in mind, the widget features an intuitive layout that ensures a hassle-free user experience. Even users with minimal technical expertise can navigate and use the widget with ease.
3. Time-Saving Capabilities
By reducing the steps required to update records, the Quick Edit Widget saves valuable time. Businesses can allocate resources to more strategic tasks instead of spending hours on routine data entry.
4. Error Reduction
With direct access to records and real-time editing, the widget minimizes the risk of errors caused by redundant or outdated data.
5. Customization
The widget is adaptable to various business needs, ensuring that it aligns perfectly with your specific operational requirements.
Use Cases
Managing Sales Orders
Easily update sales order details, such as quantities, pricing, or shipping methods, directly within the dashboard table. This ensures that orders are accurate and up-to-date.
Updating Employee Records
Modify employee information like contact details, department assignments, or job titles without switching screens, maintaining accurate HR records.
Adjusting Vendor Information
Quickly edit vendor details, including payment terms, contact numbers, or addresses, right from the dashboard.
Inventory Adjustments
Update inventory quantities, item descriptions, or categories in bulk directly from the dashboard table, streamlining inventory management.
Project Time Tracking
Modify time entries or task statuses in a table format to ensure accurate project tracking and billing.
Why Choose Our Quick Edit Widget?
As a brand dedicated to enhancing operational efficiency, we developed the Quick Edit Widget to address the specific pain points of businesses using Acumatica ERP. This tool reflects our commitment to delivering solutions that simplify processes and empower users.
By adopting the Quick Edit Widget, you’re not just investing in a tool—you’re embracing a smarter way of working.
Get Started Today
Ready to revolutionize your dashboard experience? Contact us to learn more about the Quick Edit Widget and how it can transform your Acumatica ERP operations. Let’s make data management effortless, efficient, and error-free!
