Edit a Request For Information(s)
For convenience purposes, the Name and Description of a Request for Information (RFI) can be edited in the List View, while all other fields remain Read Only.
Read-only cells are displayed in grey font, while editable cells appear in black.
The list of editable attributes in List View also includes fields hidden by default, which can be viewed by configuring the columns.
Name
Status
Priority
Age (Days)
Date Created
Created By
Date Modified
Modified by
Reference Number
Subject
Description
To edit an RFI, user role must have an “edit“ priviege enabled.
To edit the Name and/or Description of a RFI:
Double-click the respective field to enter inline edit mode. The border of the edited cell will be highlighted.
Modify the cell’s value as needed.
Click outside the field or press ENTER on your keyboard to save the changes.
Alternatively, to edit one or multiple cells at once, copy and paste values into the List View.
infinitrac will match the number of pasted rows with the number of displayed cells in the List View.
To undo previous changes in the List View, press CTRL+Z.
Once the RFI has been updated, a success alert will appear in the top-right corner with the message:
“RFI was successfully edited.”
If the operation fails, an error message will be displayed:
“Error Occurred: Failed to edit [RFI Name].”
A RFI can only be edited when its status is not set to “Closed.” To edit a closed RFI, it must be re-opened first.