Inline edit
- Anna Ciepłota
- Marta Golab (Deactivated)
- Magdalena Żaczek
Introduction
Inline editing lets you quickly update your tasks on the same page instead of jumping between several edit pages. Once you modify a particular field, a change will be instantly reflected on the board, the host platform (your Jira instance currently used), and external platforms (if they are connected).
Inline editing is activated with a single click:
Depending on the module structure, inline changes can be made in various areas indicated with a visible frame, as presented in the table below.
Area / Module | Inline editing is available for | Example |
|---|---|---|
 | ||
Gantt chart (task details dialog) | ||
Task cards To learn more about customizing Task Cards, go to Card view creator. | ||
| Task details dialog (Task details) |
|
Workload details → Workload contouring Workload contouring can be edited only in the manual workload mode. Otherwise, it is calculated automatically. The manual workload mode is available for BigPicture Enterprise. |
| |
Membership period ("Start Date") |
| |
| ||
Calendar view / Dashboard | ||
| ||
Administration → Resources → Skills |
Editable fields
You can edit inline:
fields that are synchronized with external platforms
BigPicture built-in fields (that can't be synchronized with external platforms), such as "Color"
The following table presents a list of field types that can be edited inline.
Field type | Example |
|---|---|
Text
| "Name" |
"Description" | |
"Summary" | |
"Text single line" type custom fields “Text multi line” type custom fields Note: Only simple text can be edited (elements such as tables, lists, or links can’t be managed using inline editing of a text field). Content appears as a single line line - additional formatting of the field content is not possible in BigPicture. Only up to 255 characters are handled by inline editing of a text field. | |
Number | "Story Points" |
"Progress" | |
"Cost [Eur]" | |
"Number" type custom fields | |
Date | "Date Picker" Jira fields |
Built-in fields, e.g., "End Date", "Start Date" | |
Fields where data type = date | |
Select list (single choice) | "Select list (single choice)" type custom fields |
Labels | "Labels" type custom fields |
User data | "Assignee" |
Estimation data | "Original Estimate" |
"Remaining Estimate" | |
Status | "Status" Note: This applies when a Jira workflow displays an extra screen (typically Resolution, but it could also be any other field, e.g., time spent, or version). Even if the screen contains only non-required fields, a user has to go to Jira to close the task. "Basic Task status" Basic Tasks can have three statuses: To-do, In progress, and Done. When creating a new Basic Task, every new task automatically has the To-do status. The tasks are not built-in fields in BigPicture and are not integrated with Jira. More information is available in the Concept of a field. |
Milestone | Milestone |
“Skills” | |
BigPicture built-in fields | "Color" |
"Duration Working Days" | |
"Workload Contouring Mode" |
"Duration Working Days" can be edited when the "Scheduling Mode" field is set to "Manual" or "Auto top-down." Modifying the value will adjust the "Start Date" and "End Date" fields to new duration in working days. The value cannot be set to "0". BigPicture reverts such a change to the previous value.
Non-editable fields
A group of fields, such as the "Team," "Sprint," "Icon," and "URL link," cannot be edited inline.
Limitations
The inline editing will be disabled when aggregations are selected for a particular column.
Inline editing is possible for fields that can be edited and are not blocked by other settings or factors. As an example, if the "Scheduling Mode" is set to "Locked", you will not be able to edit the "Start Date" and "End Date" fields.
Inline editing is disabled for fields that are not added to the screen scheme in the Jira project. If the option is enabled, the App verifies if the field is on the project scheme before trying to update the field. If the field is not present on the scheme, then the App does not overwrite it. As a result, the warning message appears about 'Respect Jira screen scheme' and a user should contact a Jira admin to review the project settings.