Edit a record
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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.
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!
You can edit from your Summary View just as easily:
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
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.