Editing Records
To edit a record access from a List View:
| 1 | Select the record’s action menu using the arrow at the far end of the row (you may need to scroll right to access this on some pages) and click Edit. |
| 2 | OR, select any record shown in blue hypertext and click Edit from the button bar. |
Once the record page is opened, it’s possible to click on the pencil icon to edit any field.
Hovering over the information icon will provide information on that specific field.
Once you are finished editing, remember to click Save.
In the case that you wish to reverse any modification that you may have made, its possible to make that reversal by clicking on the arrow:
Editing Look-up Fields
Fields such as Supplier, Contract, Department, etc. need to be selected from a lookup list when they are edited:
This feature requires you to have pop-ups enabled on your browser for this site.
Type the start of the name of the record and select from the search results or use the picker icon for a fuller search. Remember to click Save.
Mandatory Fields
Mandatory fields are denoted with a red Asterix to the left of the field, such as in the example above. Other fields may be mandatory based on specific data-criteria that are specified in a Validation Rule. These don’t have a red Asterix, but may prevent you from saving changes.
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