Modifying records

You can edit existing records if at least one modify action is defined in the schema.

About this task

To modify an existing record:

Procedure

  1. While viewing the record, click Modify on the record form toolbar. If more than one modify action is defined (as indicated by a down arrow icon, down arrow button, on the modify-action button), a pop-up menu with additional actions appears.

    The record opens in edit mode.

  2. Modify values on the record form. Labels associated with mandatory fields and the tabs on which they appear are indicated with an asterisk (*) and red text.
  3. Optional: Click on the Change View Mode icon, Change View Mode icon, and choose how to display the record by selecting either List View or Tabbed View. If List View is selected, the Customize List View option is enabled. Click on the Change View Mode icon, Change View Mode icon, and Customize List View and add or remove items from the view.
  4. Click Save.

    An error page opens if mandatory fields are left empty.

    Note: You can also modify more than one record at a time. Select the first record you want to modify, the record window opens, and then return to the query result set to select other records. To select multiple consecutive records in the query result set, press the Shift key while making your record selections. To select multiple nonconsecutive records, press the Ctrl key while making your record selections. After you have selected the records, right-click to display the pop-up menu and click Multi-Record Update and then click Modify. The records open in Multi-Record Update mode. You can make the desired changes to only certain fields listed. Select to have the new text either replace, append, or prefix the original text in the record. Click Save to update all the records.

Results


Feedback