Enable Quick Edits for an Event Form

Context

Quick edits allow users to quickly edit an existing record without leaving the report they were viewing. Rather than opening the full record, users can select the pencil icon beside a record and then, in a pop-up window, update selected fields.

Quick edits are useful in workflows where users frequently need to make small changes to larger forms. For example, an Injury Record event form may be used to capture information about an injury's details and treatment history. Each time the injury is treated, the medical practitioner needs to open the record to update the injury status.

To speed up the data entry process, quick edits could be enabled for the status field in the form. When the medical practitioner runs a report for the Injury Record form, they'll see a pencil icon next to each record.

When they select the pencil icon, a pop-up window will open, showing the fields that are enabled for quick edits.

The practitioner can quickly enter the athlete's status and note whether the injury is resolved, then save the record. The screen will return to the same location in the report where the practitioner opened the quick edit, and the information shown in the report will be updated to reflect any changes caused by the quick edit, such as a new status. The practitioner can then move on to the next injury they want to update.

In addition to reports, quick edits can also be a useful way to update records in the performance history, an embedded event, or records in an embedded report that provide additional context.

Notes about quick edits

• Quick edits are only available on the web interface (not the mobile app).
• Quick edits are only available for standard event forms.
• The only save properties available in quick edits are Save and close and Cancel.
• You cannot lock a record using quick edits.
• If quick edits are enabled for a calculation field, the value will only be shown if any fields referenced in the equation are also shown in the quick edit pop-up. If the fields are not included, a value won't be shown in the pop-up, but the calculation will be run when you save the form or open the full record.
• Embedded reports, embedded events and OSIICs fields are not supported in quick edits.
• Performance standards are not shown in the quick edit pop-up.
• Performance alerts and Smartflows can be triggered after saving a quick edit.
• The fields shown in a quick edit are based on the field's advanced properties; they are not affected by which fields are shown in the report or embedded event when the quick edit is selected.
• Before enabling quick edits for the site, ensure that there are no forms containing sections with (1) custom code in the section instructions and (2) no fields in the section. If this is the case, the section will be hidden from users. This applies to all form types.

Goals

This tutorial will take you through the process of enabling quick edits for an event form.

Follow the steps below:

1. Enable quick edits on an AMS site.
2. Enable quick edits for fields in an event form.

Step 1: Enable quick edits on an AMS site

To perform this step, you must have access to the Application details tool in your role. If you don't see the tool in the builder interface, you'll either need to request access from an AMS SuperAdmin at your organization (i.e. someone with advanced access to the administration interface) or ask them to enable this setting for you.

1. In the builder interface, open the Application details.

2. Select the Quick edit checkbox to enable the feature.

3. Select Update application.

After quick edits are enabled on the site, users with builder access will see the relevant settings in the advanced field properties.

Step 2: Enable quick edits for fields in an event form

1. In the builder interface, open an existing event form.
2. Select the field you want to include in the quick edit pop-up.
3. In the sidebar, select Advanced properties.
4. Set Show this item in quick edit popup to Yes.
5. Repeat steps 2-4 for any other fields to be included in the quick edit pop-up.
6. For any fields you don't want to include in the quick edit pop-up, leave Show this item in quick edit popup blank or set it to No.
7. Save the form.

After quick edits are enabled for fields, users will see a pencil icon next to the record in reports, performance history, Embedded reports and Embedded events.

Test your workflow

• Ensure that your role has Write permission for the event form you've enabled quick edits in.
• In the web interface, run a report for the event form. If no records exist, enter a test record using your preferred data entry method.
• In the report, select the pencil icon next to the record.
• Check that the fields shown in the pop-up are the ones you want users to be able to edit quickly.
• Update a value in the quick edit popup and save the record.
• The updated value should be shown in the report or in the record when opened in full.