Allow editing of a record displayed in Directories

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You can allow editing of a record shown in a Directories page results from the front end of your site so that the changes are updated directly to your Salesforce account. You can choose to allow any of the following groups to edit a record:

edit-button.pngYou can choose to display the edit button on either or both the List Display view or Record Display view. On the Record Display view, the edit button will appear in the upper right corner next to the print, email, and PDF icons, if these are enabled for your site. On the List Display view, it will appear where next to the Read More link for a given record.

When setting up the edit functionality, you will be asked to identify a Forms page that will be used as the edit form. You may choose an existing Forms page used for creating new records or you may wish to create a Forms page that is specifically for the purpose of editing a record.

Enabling Editing

To enable editing, first create the Form page you wish to use or choose an existing form that is associated with the same Salesforce object. After this is done:

  • In the administrator, open the Directories form containing the records to which you wish to grant edit access
  • Go to the Options tab
  • In the right column, click Parameters - Record Display

    edit-params.png
  • For Edit Icon, select Yes
  • For Edit Form, choose the Forms page you wish to use to edit this record
  • For Edit Access, choose Public, Registered or Special, depending on who you wish to edit this record and whether your Engage site has Salesforce user integration. If you wish to grant access only to the owner of the record, choose Registered.
  • For Owner Field, if your Engage site has Salesforce user integration and you wish restrict edit access to records associated with the logged in user, enter the field containing the Contact ID of the associated Contact. If you wish to allowing editing of the Contact record belonging to the logged in Contact, enter "Id", as shown above.
  • Click Save

Displaying the edit icon on the List Display view

If you wish the edit icon to appear on the List Display view, follow the above steps, open the form again if you have closed it, and:

Enabling editing by Owner of record, if it isn't the Contact record

If your Engage site has Salesforce user integration and you wish to allow editing of a record other than the record in the Contact object which is associated with the logged in user, you must include the same field identified in the Owner Field on the 1) List or Record Display view of the Directories page (wherever you would like the Edit button to appear); and 2) the Forms page. In both of these cases, the field can be set as Hidden.

To do so, after you have completed the steps outlined above:

  • Open the Directories page containing the records to which you wish to grant edit access
  • Go to the List Display or Record Display tab (depending on where you would like the Edit button to appear)
  • Click Add Salesforce Element
  • In the Salesforce Field drop down, choose the field containing the Contact ID
  • For Hidden, choose Yes
  • Click Save
  • Click Save in the form edit view
  • Go to Components > Salesforce Dashboard > Forms
  • Click Form Manager
  • Open the Forms page associated with the same Salesforce object you wish to use for editing
  • On the Form tab, click Add Salesforce Element
  • In the Salesforce Field drop down, choose the field containing the Contact ID
  • For Hidden, choose Yes. NOTE: Hidden is further down the popup form than it is for Directories.
  • Click Save
  • Click Save in the form edit view
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