Edit Submittal(s)

For convenience, the Name and Description of a Submittal can be edited directly 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

• Date Sent

• To Company

• Created By

• Modified by

• Date Unlocked

• Dare Closed

• Date Recalled

• Responsible Engineer

• Contractor Submittal Number

• Reference Drawing

• Subject

• Discipline

• Status

• Date Modified

• Age (Days)

• Unlocked By

• Date Returned

• Recalled By

• Date Required

• Reference Specification

• Description

To edit a Submittal, the user's role must have the “edit“ privilege enabled.

To edit the Name and/or Description of a Submittal:

1. Double-click the respective field to enter inline edit mode. The border of the edited cell will be highlighted.

2. Modify the cell’s value as needed.

3. Click outside the field or press ENTER on your keyboard to save the changes.

Once the Submittal has been updated, a success alert will appear in the top-right corner with the message:
“Submittal was successfully edited.”

If the operation fails, an error message will be displayed:
“Error Occurred: Failed to edit [Submittal Name].”