If you are using grid edit on tables that have formula queries in formula fields, there are some different behaviors:
- You cannot directly edit formula fields while using grid edit
- However, you can edit fields that are referenced in formula queries
- Some formula fields will update immediately when a field they reference is updated. Others will not.
How formulas that reference other records calculate
When you edit a field that is referenced in a formula query, you'll see the formula field update only for that record.
For example: in this table,
- Field A is not a formula field
- Field C is a formula field
- Field C references field A when it calculates
| Record |
Field |
Formula field |
Changes to formula field |
| 1 | A (updated during grid edit) |
C |
Occurs instantly |
| 2 | A |
C |
Click Save to see changes |
-
When you edit field A in record 1 during a grid edit:
- Record 1: the value of field C will change instantly since it is on the same record as the edited field
- Record 2: the value of field C will change on Save
How formulas that rely on other records with formulas calculate
During a grid edit if you
- Edit fields that impact formula query results AND
- Other fields rely on the calculated results for their value
Then
- The original value is used in the additional formula calculation until after you save
This means formulas could use outdated data in their calculations until you Save.
For example: in this table,
|
Field (not a formula field) |
Formula field (contains a formula query) |
Formula field |
Changes to formula field |
|
|---|---|---|---|---|
| Record 1 | A (updated during grid edit) |
B | C (references field A) |
Occur instantly |
| Record 2 | A | B | C (references field A in record 1) |
Click Save to see changes |
| Record 3 | A | B (references C in record 2) |
C | Click Save to see correct calculation. Pre-save, will calculate based on the previous value of field C in record 2 |
-
Field C in records 1 and 2 references reference field A in its calculation
-
Field B in record 3 references field C in record 2 in its calculation
-
If you edit field A in record 1, only field C in record 1 will update before saving the grid edit
-
Field C in record 2 will not update
-
-
Before saving the grid edit, field C in record 3 is calculated using the original value of field C in record 2
-
After saving the grid edits, all field values are updated