Editing/Deleting Record

Editing Record

To edit a record:

1. Find the required record using the search tools and open the record card.

2. Switch to draft mode, as editing is only possible through a draft. Enable “Draft” in the upper-right corner of the screen.

3. Create a new record draft or use an existing one.

4. Make the required changes.

5. 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.

6. Publish the record draft so that the record becomes available to other users. Click “Publish” in the upper-right corner of the screen.

7. Select the publication method: simple or publication with priority.

Deleting Record

To delete a record logically:

1. Open an entity / lookup entity.

2. Find the required record and open it.

3. Press the button in the right top corner of the card.

   • Draft mode is not used.

4. Select “Delete record” and confirm the action.

5. As a result of the action, the record will be deleted. The “Data” section will open.

To delete a record physically:

1. Open entity / lookup entity.

2. Find the required record using the active/inactive records filter.

3. Press the button in the right top corner of the card.

   • Draft mode is not used.

4. Select “Delete record permanently” and confirm the action.

5. The action will finally delete the record. The “Data” section will open.