Plan Availability | All plan types |
Permissions | Solution Creators and Solution Managers – Can edit and create records within the solutions they have access to |
Related Reading |
Overview
SmartSuite's Drill-In Modal supports full inline editing—bringing the power of the Grid view directly into your widgets. No need to open each record separately—edit, manage, and even create records directly in the modal window!
What Is the Editable Drill-In Grid?
When you click into a widget on your dashboard, it opens a drill-in modal that looks like a grid. That grid is now fully editable—just like SmartSuite’s standard Grid view.
Key Features:
Edit Fields Inline: Update single fields or entire rows without opening the record detail view.
Add Records Instantly: Use the + buttons at the bottom, between rows, or after the last row to add new records on the fly.
Bulk Actions: Use right-click or multi-select to bulk update, delete, duplicate, print, export, or copy selected records.
Field Customization: Add or remove fields and modify field settings directly within the modal.
Communication: Collaborate easily by adding comments or sending emails directly through the Communication Center within individual records.
Filtering
SmartSuite keeps things clean and relevant:
If an edited or newly added record no longer matches the parent widget's filter, it’s automatically hidden from view—just like in Grid view.
New records attempt to match filters. If not, a badge warns you before saving.
You’ll always see the most up-to-date data in real time.
Real-Time Collaboration
Work together seamlessly in the drill-in grid:
Live User Indicators: See who's currently editing cells to prevent conflicts and boost transparency.
Instant Widget Updates: Changes made in the drill-in modal reflect immediately in the connected chart or widget—no page refresh needed.
Performance & Permissions
Fast and Efficient: Performance matches the main Grid view.
Secure by Design: Fully respects record-level and field-level permissions, ensuring users can only see and edit what they’re allowed to.
Practical Scenarios and Use Cases
Departmental Reporting
Scenario: The Sales team tracks monthly performance in a dashboard.
Solution: Team members can drill into chart widgets and update figures or add notes inline—without leaving the dashboard.
Campaign Tracking
Scenario: The Marketing team monitors campaign metrics through multiple widgets.
Solution: As data rolls in, team members can log new campaign results or tweak metrics directly in the modal of the progress metric widget.
Cross-Team Task Management
Scenario: A product team wants to update task statuses during a weekly sync.
Solution: Instead of jumping between records, they can update statuses, assign owners, and log notes directly from the dashboard in the drill-in grid.