Inline Editing Details Fields

Security Note

You need Edit object security permission for an event, location, or organization to be able to edit it. In addition, if your user does not have permission to view Contacts (Basic: 7.0 View Contacts), the default scheduler or some object contacts may not be accessible. If you're unable to edit a field you think should be available to you, contact your 25Live administrator.

You can inline edit details from any of the following object views:

Many details can be quickly edited inline from the details view, including text-based fields, image fields, and more.

Activating Edit Mode

Details views feature a toggle to allow inline editing.Image: Details views feature a toggle to allow inline editing.

Use the Edit Mode toggle at the top of any event, location, resource, or organization details view to turn on or off the ability to edit fields inline. When the toggle is on, edit icons appear next to many fields. Turn the toggle off to protect fields from accidental edits.

Types of Inline Editing Fields

Formal Names of Objects

Hovering over the field to reveal the editing option.Animation: Hover your cursor over the field to reveal the editing option.

The formal name field for locations, resources, organizations, or contacts can be edited by hovering your cursor over the name to reveal the editing icon (Edit icon) option.

Text-Based Fields

Using the edit icon to change text-based fields inline from the details view.Animation: Use the edit icon to change text-based fields inline from the details view.

For text-based fields, use the edit icon Edit icon to enter the editing mode, make changes, then use the Save button. The Cancel button is available to exit editing mode without saving changes.

Editing multi-line text fieldsImage: Multi-line text fields can also be changed using the edit icon.

The same edit icon Edit icon appears next to multi-line fields, like addresses, to allow editing.

Editing Large Text Fields

Plain text comment fieldImage: Plain text comment fields are found in event details.

Some comment fields are large text fields and can only display plain text, such as those used in event details.

Rich text comment fieldImage: Location and Resource comment fields accept HTML and/or rich text.

Some comment fields use rich text editors for inline editing that can render styles, images, and some HTML (such as links or embedded elements). Examples of uses include adding emphasis to text, images of resources, or 360-degree views of locations. Look for the rich text menus and controls to tell if the field accepts styled elements.

Image URL Fields

Image attached to custom attribute in Event DetailsImage: If you need to edit an image attached to a custom attribute, use the Edit link.

Image attached to custom attribute can be edited inline by using the Edit link above the image. You can then enter the URL of a hosted image.

Remove the image with the X link above-left of the image or a Remove link.

Dropdown Menu Fields

To edit any fields in Details views displayed as a drop-down menu, simply tap or click on the menu then scroll to select a choice. Some fields, such as Event Type, contact roles such as the Scheduler and Requestor, and Organization use a search field to make selecting your choice easier. 

dropdown search field for inline editingImage: Some fields use a dropdown search field to allow inline editing.

Changes will be saved immediately upon closing the menu.

Attached Files

Image: You can add or remove attached files from the details view.

To remove listed attached files, use the X icon. However, be aware that removing files is an immediate and irreversible action. Use the Choose File button to attach additional files to the event.

Multiple Selections (such as Categories)

Use the Add link in the Event Categories section to reveal a category list with checkboxes. Select as many as are needed then use the Done button to save your changes.

Toggled, Date-Based, Text, and Select Fields

Many fields have toggle or date controls, such as Custom Attributes.

Using the Yes/No toggles to edit values, and use the date picker to change dates.Animation: Use the Yes/No toggles to edit values, and use the date picker to change dates.

Fields with a yes/no choice can be set on or off using the sliding toggle. When adding a new custom attribute, you must set the toggle before the attribute is saved as added. Simply tap or click on a date to select a new date. Type values into text fields. Select from dropdown lists. Changes will be saved immediately.

Custom Attribute with Discrete Dropdown Options

Inline editing discrete dropdowns on custom attributesImage: Attributes with discrete dropdown options can be inlined edited.

Administrators can define discrete dropdown options for user-defined event custom attributes of the text type in System Settings. To change options, choose from the list. Changes will be saved immediately. Quantity Field

Image: Requirements with quantity fields can be inline edited.

Quantity fields give the option to type a numerical value or use the up and down arrow buttons to increase or decrease the value.

Relationship Fields

Adding related resourcesAnimation: There are a few simple steps to add relationships to a resource.

Locations and resources can have defined relationships to other locations and resources, which can be added through inline editing in details views.

Adding related location inlineImage: Steps for adding related spaces for a location are very similar.

Use the Add Relationship button to start. Select the relationship type, then search to find the related item. Save your choices with the Done button. To remove a relationship, use the X next to the related object.

Notification Policy

Locations, organizations, and resources can set notification policy, which generates tasks for specific users when those objects are added to an event.

To configure notification policy, select the following before clicking Save:

  1. The Approval Type
  2. The deadline for approval
  3. The user(s) who will receive the notification tasks
  4. The notification style for each user

For more information on these options, see Notification Policy in 25Live.

Image: Select details and click "Save" to configure notification policy

To Add or Edit an Image From Event Details

1. Go to the Event Details View for Your Event

Event link in availability viewEvent link in calendar  Event link on dashboard

Image: Any link on an event name will take you to its Event Details view.

The name of each event in 25Live is a link you can use to view its details.

2. Find the Custom Attributes Section

You can expand or collapse each section in the Details view using theExpand collapse icon icon in the heading bar.

3. Add or Edit the Desired Image Custom Attribute

Image attributes in Event DetailsImage: Use the Add a Custom Attribute button to add, or you can edit an image attribute already associated with the event.

If you need to add a new image, use the Add a Custom Attribute button.

If you are editing an image attribute already associated with the event, find it in the Custom Attributes section.

If adding or editing an image file reference, 25Live's inline editing will save your changes when you click away from the URL field.

If adding or editing an image file, use the Upload button after choosing or uploading an image.

Editing Custom Attribute Images

If your institution utilizes Publisher calendars, please note that when updating an image in a custom attribute you will need to also update the filename. If the existing and new filenames are the same, Publisher will not detect a change and your calendar image will not be updated. 

How To Configure a Location For Express Scheduling

The location details view provides an inline editable capability to configure a location to be used with Express Scheduling.

Express block blankImage: The Express block without any configuration options set.

  • Scroll down to find the Express block in the location details view.
  • Select a Default Event Type to be applied to this location for new express events.
  • Use the Edit icon edit icon to set the Maximum Event Duration allowed for express events in this location.

Express block setImage: An example Express block with the options set.

Express Scheduling does not bypass Object Security or Assignment Policy.  Users reserving a location using Express Scheduling must have object security permission to see and assign the location, and the Assignment Policy for the location must be set to Assign/Unassign or higher. You may want to adjust the location security settings.