Edit a Data Record

Who can edit?

• You can edit a record if you have been granted Edit permissions for the list.
• The Edit button appears only after selecting a record in Focused View. If you don’t see the button, you don’t have rights.

How to start

1. Go to the Data Manager either from the Home card or from the Page Toolbar.

2. In Focused View, select the record you want to update.

3. Click Edit on the Page Toolbar to open the record form.
   (You’ll land on an “Edit Record” page, similar to the record creation form.)

   

What you can change

• All editable fields defined by the list configuration.
• Required fields cannot be left empty.
• Unique fields must contain unique values across the list.

Remember:

• Fields marked with a red asterisk (*) are mandatory and can not be left empty.
• To view more information about a field, hover over the information icon (i) next to it — a tooltip will appear displaying additional details.

Note: You cannot change the structure of the list (e.g., adding or removing fields) when editing a record.

Save or Cancel

• Click Save to persist your changes.
• Click Cancel to discard them.

Tip: Select the correct record before clicking Edit. If the button is disabled, ensure a record is selected in the data table.