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Go to Edit Object

The Go to Edit Object action adds a button that takes the user directly to the edit screen for a specific record - skipping the read-only detail view entirely. Where the Edit action unlocks fields within the current layout, this action navigates to a separate edit layout for the current or a related record. It's useful for list views and anywhere you want a shortcut that jumps straight into editing.

When to use it

  • An "Edit" icon or button in a contacts or projects list view - clicking it opens that record's edit form directly.
  • A "Quick Edit" shortcut in a table view so users don't have to open the detail page first.
  • Context menus or row actions where the user wants to update a record without extra navigation steps.
  • Related record editing - opening the edit form for a linked record from a parent record's page.
  • Any workflow where speed matters and the read-only view is an unnecessary step.

How to configure it

  1. Open the layout editor for the layout where you want the button - typically a list or table layout.
  2. Click Add Block in the desired position (e.g. as a row action column).
  3. Select Action from the block type list.
  4. Choose Go to Edit Object from the action options.
  5. Select which object's edit layout to open - the current record or a related one.
  6. Set the button label (e.g. "Edit", "Quick Edit", or a pencil icon label).
  7. Save and publish your layout.

Example

You have a Contacts list view that shows all your clients in a table. Each row displays the contact's name, email, and status. You add a Go to Edit Object button at the end of each row labeled "Edit". When a team member spots a contact with an outdated email address, they click Edit directly in the row, land straight on that contact's edit form, update the email, and hit Save - all without ever loading the detail view first.

Tips

  • In list or table layouts, this is more efficient than the standard Edit action because users don't have to open the detail view as an intermediate step.
  • Make sure the object type you're pointing to has an edit layout defined, otherwise the button won't work.
  • For casual viewing plus optional editing, use the Edit action in a detail view instead.