Viewing existing records

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

About this task

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. 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.
  4. Click Save.

    An error page opens if mandatory fields are left empty.