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
- 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,
, on the modify-action button), a pop-up
menu with additional actions appears. The record
opens in edit mode.
- 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.
- Optional: Click on the 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,
, and Customize List View and
add or remove items from the view.
- 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.