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How to inline edit a field on a dashboard saved search portlet?

edited Jun 2, 2025 2:32PM in Ask A Guru 5 comments

Hi,

When under the Admin role I am able to inline edit a custom field on a transaction saved search from a dashboard portlet. However, when under another custom role, I am not able to inline edit the same field. I do have the "allow inline editing" box checked and the role has full access to the type of transaction and full access to Find Transactions.

Also, this same role is able to inline edit when on the saved search results page, as well as inline edit other native fields just fine from the dashboard. Is there something I am missing to allow this role to have the ability to inline edit a custom field from a dashboard portlet?

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