Inline Edit Profiles

IN THIS ARTICLE:

This article covers how to use the inline editing feature in the People List grid to quickly update multiple profile fields directly from the grid.

Who Can Perform:

The following permissions are required to perform inline edits on profiles:

  • View People Profiles: This permission allows users to access and view the entity profile-related actions, including inline edit mode. Disabling this permission hides the Entity Profiles tab and prevents users from interacting with people or organization details.
  • Inline Edit Entity Profiles: Users need this specific permission to make inline edits. You do not need full Edit Profile permissions to use this feature.

Inline Editing Overview:

Inline editing allows users to make quick, simultaneous edits to multiple profiles directly in the People List grid. It provides a streamlined way to update fields without needing to navigate away from the grid.

  • Max Profiles to Edit: You can edit up to 200 profiles at a time, which is determined by the number of profiles displayed per page in the grid. You can adjust the number of displayed profiles by using the dropdown at the bottom of the page.
  • Editable Fields: The following fields can be updated in inline edit mode:
    • Verified
    • Function
    • Country, State, City, Address, Zip Code
    • First Name, Middle Name, Last Name
    • Professional Suffix, Title
    • Primary Email, Key, Custodian
    • Primary Organization, Department
    • Domain Name, Phone Number

Note: Counts and system fields (e.g., "Docs," "Top Level Hits," "Name Variant Count") are not editable in inline edit mode.

How to Use Inline Edit:

  1. Enter Inline Edit Mode:
    • Navigate to the People List grid under Entity Profiles.

    • Click the Edit button at the top of the grid to enter inline edit mode.

  2. Edit Profiles:
    • Editable fields will be highlighted in light blue.
    • Click on any editable field to begin updating it. Use your mouse or the tab key to move between fields.

    • Make your desired changes across multiple profiles.

  3. Save or Cancel Changes:

    • Click Update to save all changes made during the inline edit session.

    • To discard all changes, click Cancel. Remember that there is no undo option after saving, so be sure to confirm your changes before hitting save.

If you attempt to leave the page or navigate away without saving, a confirmation popup will appear asking if you want to discard changes. This prompt only applies to navigation within the Entity Profiles grid and does not extend to other sections of LHA or Relativity.

Key Points and Limitations:

  • All-or-Nothing Edits: Once you click Update, all the changes are applied at once. There is no option to undo or revert specific changes unless you manually re-edit the fields.
  • Running Jobs: Inline editing is allowed while Name Normalization or Entity Analysis is in progress. However, you cannot merge or split profiles during these runs.