Considerations for Performing Quick Edits

The quick edits you perform in Demand Management have the following limitations:

  • You can only perform a quick edit on requests that are all of the same type. So, when you search requests, select only one request type if you plan to do a quick edit.

  • Advanced UI rules that have been set up for requests do not work during quick edits. For example, any UI rules defined to dynamically show or hide a field, change the field styling, or make a field required, are not applied while a user performs a quick edit. However, upon saving the requests, any fields that would have been dynamically required based on other edits made by the user are enforced.

  • You can update standard request fields (such as text fields, date fields, and lists), but you cannot edit complex components such as attachments, table components, and entity-chooser components (for example, staffing profiles) during a quick edit.

  • You cannot perform quick edits to take workflow actions or to update aspects of a request other than basic field values. For instance, you cannot add notes, interact with references, or manage resources during a quick edit.

  • If your PPM instance supports multiple languages, note that you can only edit request types in the language in which they are defined. If you cannot edit a request type because it was defined in a language different from your current session language, log out of PPM and then log on again, this time selecting the request type's definition language as your session language. For more information, see the Multilingual User Interface Guide.

Quick Edits: Error Handling

When you click Save or Done, the system attempts to save all of the requests you have updated. If problems are encountered, it displays a list of the requests that could not be saved and the reasons the saves failed.

Errors can occur if:

  • A request was updated by a different user in another session before you saved your changes.

  • A UI rule to make an empty field required was triggered on save (see Considerations for Performing Quick Edits).