Editing/Deleting Records on the "View" Screen

Article Number:040718

You can edit or delete records on an app's "View" screen.
Note that records can be edited or deleted only by users who have been granted the "Edit records" or "Delete records" permission in the Permissions for App settings. If the Permissions for Records settings are configured, users must also be granted the "Edit" or "Delete" permission for the relevant records in the Permissions for Records settings.

Editing records on the "View" screen

To edit a record on the "View" screen, follow the steps below.

  1. Click an app to open the "View" screen. Screenshot: The "View" screen

  2. Click the Edit icon in the far right column of the record you want to edit.
    Screenshot: The "Edit" icon is outlined

  3. Edit the record and click the Save icon in the far right column. Screenshot: The "Save" icon is outlined If you want to cancel your action without saving your change, click the Cancel button to the right of the Save button.

Fields that can be edited on the "View" screen

Only the following field types can be edited on the "View" screen.

  • Text
  • Text area
  • Number
  • Radio button
  • Check box
  • Multi-choice
  • Drop-down
  • Date
  • Time
  • Date and time
  • Link
  • User selection
  • Department selection
  • Group selection

Note that even if a field is listed above, it cannot be edited on the "View" screen in any of the following cases.

  • The field is specified under Fetch Criteria in the settings of a "Related records" field
  • The field is specified under Field Mappings in the settings of a "Lookup" field
  • The field is set in a table

Deleting records on the "View" screen

To delete a record on the "View" screen, follow the steps below.

  1. Click an app to open the "View" screen.
    Screenshot: The "View" screen

  2. Click the Delete icon in the far right column of the record you want to delete.
    Screenshot: The "Delete" icon and the "Delete" button that appears after clicking the "Delete" icon are outlined

  3. Click Delete.