Data in existing records may be changed by using the edit function.
Using the Edit Button to Modify a Record
- From any Navigation Menu, choose a content area.
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From the Results List view, click the [EDIT] button.
- This button displays in the row of every record.
- The user must have edit permission for the button display.
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Modify the data into the form.
- Data entry forms display as panels within the page. The left panel contains the primary and required fields. The right panels contain supplemental fields.
- Data entry forms display as panels within the page. The left panel contains the primary and required fields. The right panels contain supplemental fields.
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Save the record or cancel to close the record without saving.
- Use the [SAVE] button to save the changes. The [SAVE] button saves the record and opens the record in view mode. Other data panels may appear if there are possible data fields. Each panel will contain separate [EDIT] and [SAVE] buttons. Use the [CANCEL] button to close the edit window without saving the changes. The form remains in view mode.
- Use the [SAVE] button to save the changes. The [SAVE] button saves the record and opens the record in view mode. Other data panels may appear if there are possible data fields. Each panel will contain separate [EDIT] and [SAVE] buttons. Use the [CANCEL] button to close the edit window without saving the changes. The form remains in view mode.
Important Notes:
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Fields with an asterisk (*) are required fields.
- All required fields must be complete to save a record.
- When saving changes to a record, the value in the [Modified By] field in the record will update to the current date and time.
Release 3 Tip:
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Edit in a New Window:
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Users many times desire to edit a record that may be multiple pages into search results with many records but wish to return to the same spot in the search results list rather than always returning to the start of the list. This method allows a user to edit the record and not lose their location in the search results list.
- Locate the desired record in the search results list.
- PC: Hold the [CTRL] button and click the record's [Edit] icon.
- Mac: Hold the [Command] button and click the record's [Edit] icon.
- The edit form will open in a new browser window tab.
- Edit the record as desired in the new tab and save.
- Close the browser window tab and click on the original browser tab where the search results are displayed.
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Users many times desire to edit a record that may be multiple pages into search results with many records but wish to return to the same spot in the search results list rather than always returning to the start of the list. This method allows a user to edit the record and not lose their location in the search results list.
* If you want to open the eLearning lesson in a new tab, use Right-Click and select the "Open link in new tab" option.
Can I Undo Changes to a Record?
Once you save changes to a record, the changes cannot be undone. The record has been modified and saved. If you want to undo changes you have made to a record, you must decide this before saving the form and you must use the [CANCEL] button to close the form.
Page last revised 6/14/2022
Rick Stern
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