Edit record

To edit record:

  1. Find the required record using the search tools.
  2. Open the record card. The card opens in a separate browser tab.
  3. Switch to draft mode, as editing is only possible through a draft. Click “Draft” in the upper-right corner of the screen next to the “Save” and “Publish” buttons.
  4. Create a new record draft or use an existing one.
  5. Open the selected draft.
  6. Make the required changes.
  7. Save the record draft when the setup is finished. Click “Save” in the upper-right corner of the screen. If filling errors are detected during saving, a corresponding message will be displayed on the screen.
  8. Publish the record draft so that the record becomes available to other users. Click “Publish” in the upper-right corner of the screen.
  9. Choose the publishing method: simple and priority publishing.
    • Simple publishing is used if the data model has not been changed by other users or has changed slightly during draft development. If you try to publish a record after significant changes, conflicts can lead to a publishing error. Publishing with priority ignores any previous changes and overwrites the data model.