Editing/Deleting Records in the View

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

However, records can be edited/deleted only when Edit/Delete records permissions are granted to you in the "Permissions for App". If "Permissions for Records" is configured, the Edit/Delete permissions for the records need to be granted to you in the "Permissions for Records" as well.

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. Picture

  2. Click the button to edit the record Edit button on the right most column of the record you want to edit.
    Picture

    The "Edit Record" screen appears.

  3. Edit the record and click the Save button Save button. Picture 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

  2. Click the button to delete the record Delete button on the far-right column of the record you want to delete.
    Delete the record.

  3. Click Delete.

Your record is now deleted.