Editing/Deleting Records on the View Screen

Article Number:040718

You can edit or delete app data (records) even on the View screen.

Note that records can be edited or deleted only by users who are granted the "Edit records" or "Delete records" permission in the Permissions for App setting. If the Permissions for Records setting is configured, users must also be granted the "Edit" or "Delete" permission for the records in the Permissions for Records setting.

Editing Records on the View Screen

To edit a record on the View screen, perform the following steps.

  1. Click the app to open the "View" screen. Image

  2. Click the Edit icon in the far right column of the record you want to edit.
    Image

    The "Edit Record" screen appears.

  3. Edit the record and click the Save icon in the far right column. Image If you want to cancel your action without saving your change, click the Cancel button on the right side of the Save button.

The change you made is now saved.

Fields That You Can Edit on the View Screen

Only the following fields can be edited in 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

However, if any of the following settings is applied to the above fields, you cannot edit the fields in the View.

  • A field that is specified for "Fetch Criteria" in the Related Records setting
  • A field that is specified for "Field Mappings" in the Lookup setting
  • A field that is set in a table

Deleting Records on the View Screen

To delete a record on the View screen, perform the following steps.

  1. Click the app to open the "View" screen.
    Opening the "View" screen

  2. Click the Delete icon in the far right column of the record you want to delete.
    Delete the record.

  3. Click Delete.

Your have successfully deleted the record.