Scenario
User would like to use Inline Edit Custom Body Fields in a Transaction Saved Search.
Solution
Custom Body Fields can be edited in saved search via Inline Edit if those satisfy the following:
1. The transaction form containing the Custom Body Field is marked as Preferred form
- Navigate to Customization > Forms > Transaction Forms
- Preferred: Enter Checkmark
2. The Custom Body Fields are exposed to show on the Transaction Form and are set with the display type
- Navigate to Customization > Forms > Transaction Forms
- Preferred Transaction Form: Click Customize
- Click Screen Fields
- Click Main
- Custom Body Field > Display Type: Select Normal
3. The Custom Body Field must not be used as sourcing criteria of another custom field
4. Criteria of a Transaction Saved Search much contain Main line = True
5. Transaction Saved Search must not Run Unrestricted
- Navigate to your Transaction Saved Search
- Click Results
- Run Unrestricted: Remove Checkmark
6. The preferred form's Enable Field Editing on Lists preference must not be disabled
7. The field to be edited must not be of Multiple Select type
8. The field to be edited must not use a formula