Editing Cells

Starting an Edit

You can start editing a cell in three ways:

Action	Result
Enter or F2 on selected cell	Opens cell for editing, cursor at end
Double-click a cell	Opens cell for editing
Start typing on selected cell	Replaces cell content immediately

When editing begins:

• The cell grows a text cursor
• The formula bar shows the raw value/formula
• Navigation arrows move the cursor within the cell (not to other cells)

Confirming an Edit

Key	Effect
Enter	Confirm and move down
Tab	Confirm and move right
Shift+Enter	Confirm and move up
Shift+Tab	Confirm and move left
Ctrl+Enter	Confirm and stay on same cell
Escape	Cancel — discard the edit

Field-Type Specific Editors

Excel View uses the appropriate editor for each Frappe field type:

Frappe Field Type	Editor
Data / Small Text	Plain text input
Int / Float / Currency	Numeric input with validation
Select	Dropdown picker with all options
Date	Date picker
Datetime	Datetime picker
Link	Autocomplete search (fetches matching docs)
Check	Checkbox toggle
Text / Long Text	Plain text editor + formula bar
Text Editor	Rich Text Modal (double-click)
HTML	Rich Text Modal (double-click)
Attach / Attach Image	Read-only in grid; open form to change
Password	Masked — read-only in grid

Link Field Autocomplete

When editing a Link field (e.g., Customer, Item, Employee):

1. Start typing — a dropdown appears with matching document names
2. Use arrow keys to navigate the suggestions
3. Press Enter or click to select
4. If the value you type doesn't match any existing document, the cell shows a red validation error and the save will be blocked

Date Picker

When editing a Date field:

1. A calendar picker appears
2. Navigate months with < > buttons
3. Click a date to select it
4. Or type the date directly in YYYY-MM-DD format

Checkbox

For Check fields, double-click or press Space to toggle the checkbox. No typing required.

Rich Text Fields

For Text Editor or HTML fields (e.g., Notes, Description, Item Description), the cell shows a live HTML preview. Double-clicking opens the Excel View Rich Text Editor modal:

• Full ProseMirror editor (same as Frappe's native form editor)
• Bold / Italic / Underline toolbar
• Ordered and unordered lists
• Tables inside the editor
• Ctrl+S inside the modal to save
• Escape to close without saving

The formula bar shows the plain-text version (HTML tags stripped).

:::tip Questionnaire Trees and Custom HTML If you've built complex HTML content (like a questionnaire tree with custom CSS) inside a Text Editor field, Excel View will render it faithfully in both the cell preview and the RTE modal — all custom HTML and inline CSS is preserved. :::

Validated Fields

Excel View validates certain field types before allowing a save:

Field Type	Validation
Int	Must be a whole number
Float / Currency	Must be a number
Select	Must be one of the allowed options
Link	Must match an existing document
Date	Must be a valid date (YYYY-MM-DD)

Failed validations show a red cell border and a tooltip explaining the error. The row cannot be saved until all validation errors are resolved.

Undo / Redo

• Ctrl+Z — undo the last cell change
• Ctrl+Y — redo

Undo history is per-session (cleared on page refresh). Saved changes cannot be undone via Ctrl+Z — use Frappe's document history / version control for that.