User Guide
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  • Forest Admin
  • Getting Started
    • Setup guide
    • Master your UI
      • The Table View
      • Using the Layout Editor mode
        • Customize the Table View
        • Customize the Details View
        • Customize your creation and edition forms
      • Build a Summary View
      • Build an Explorer View
      • Using Smart Views
    • Tutorials
  • Collections
    • Manage your collection settings
    • Customize your fields
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      • Edit a record
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      • Using Smart Actions
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  • Workspaces
    • Introduction to Workspaces
    • Using Workspaces
      • Sharing your own Workspace URL with pre-selected data
      • Editing records with field components
    • Building a workspace
      • Workspace Incident Management example
      • Workspace KYC example
      • Transactions Monitoring & Fraud Management example
      • Fleet Management example
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      • Create a chart
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      • Interface tab
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      • Organization settings
        • Configure SSO with AWS IAM
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On this page
  • From the Details View
  • From the Summary View
  • From the Table View
  • Ajusting the way you edit your data

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  1. Collections
  2. Actions

Edit a record

PreviousActionsNextCreate a record

Last updated 1 year ago

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Your data is made up of records which contains fields. Each field can be edited - provided the right permission is set. Here we'll learn how to edit a field.

You can set an entire collection as Read only for specific roles in the . You can set a specific field as Read only in its .

From the Details View

To edit a record from the Details View, simply click on the Edit button at the top right.

You'll enter an Edit mode where you can change values of editable fields. Don't forget to Save!

From the Summary View

You can edit from your Summary View just as easily:

From the Table View

To edit from the Table View ("inline editing"), right-click on the field you wish to edit:

The edit input will look like this:

Once you've edited the field:

  • Click on Save or press Enter to save

  • Click on Discard or press Escape to cancel any changes and exit the inline edit

Ajusting the way you edit your data

A field can be disabled in Edit mode for several reasons: • if it's set as • if it's a Smart Field with no set method

If the field is read-only, Edit will appear disabled in the right-click menu:

Belongsto fields' - which appear in blue and are a link to another record - can neither be edited nor copied. However you can still copy their value "manually".

The above forms can be customized .

Moreover, each field uses a default which can also be changed to better fit your edition need.

⚠️
using the Layout Editor
edit widget
read only
basic settings
reference field
Roles tab