Editing the record in report

Editing the record in report

I have a use-case as below-

User creates a assessment record by filling some fields. User assigns that record to portal user by using Assigned To dropdown (Assigned To is Users field in form with choices as customers).

I have set the record owner of form to Assigned To. So with this once user creates an assessment record and assigns to portal user 1, then portal user 1 will see this record in their report and on edit this record opens with some fields as disable (the fields which are filled by User) and portal user can edit rest of the fields to complete the assessment and update the record. This works fine in online mode but in offline mode editing the record in report is not available.

I know one way to achieve this is to create another form and on submission of this form update the record in original report. but how can I show the pre-filled fields (the ones filled by user)? 

      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ








                                ご検討中の方