How to edit records

Last updated: 2021-09-30
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The system keeps the log of all changes

Each change you make is saved to the log of changes. That means whenever you change any information; it is tracked and traceable.

How to edit information in Organizers

You can edit all the fields you can see based on your access rights. Click on the field and edit its value. Do not forget to save your changes. 

How to change an item's basic information

Item's name, description, category, and picture. Hover over the item's name and from there; you can change it. Change the picture or click on "Edit" to change other mentioned information.

item information

How to change information in a table

If you have a table detail in the organizer, you can change its content. You can edit or delete each row of the table. Hover over the row to see the edit and deletion icons on the right. 

Click on "+ add" to add a new table row.

You can also: 

  • Sort records in the table - click on the arrow icons next to the column name. The arrow pointing up means ascending, and the arrow pointing down means descending
  • Filter records in the table - click on the filter icon to display the filter row. After entering anything, the table updates immediately
  • Navigate between the table's pages - click on the page number. Each user can select the number of rows in the table per page. Users can make this change in "My datasheet settings"
  • Set a reminder - click on the dog icon and select a column and proceed by setting the reminder
  • Set tasks - you can create a task for each table row
  • Add an attachment - you can add an attachment to each table row
  • The aggregate of values - an aggregate number is shown for the number format column