User Manual - Edit Screen

Edit Screen

The edit screen contains the complete data model for a particular record type – in the example below, an Intake record. Edit screens are accessible via mouse or keyboard, and contain a combination of plain alphanumeric fields and the special fields outlined in pages 37-45 of the manual.

To edit a record, click on or tab to any field in the edit screen, and add a new value. Some fields, such as those marked with a calendar icon or downward-facing arrow, lead to specific behavior. Be sure to read the special fields section of the manual for more information.

Before moving to a new tab or to another section of the application, be sure to save your work. Save buttons are located at the top and bottom right of every edit screen. 

You may Cancel changes while editing a record, which will revert the record to its last saved version.

If you attempt to leave a record without saving, a confirmation dialogue will appear. Selecting Save will save the record and complete the navigation request. Selecting Don’t Save will discard your changes and complete the navigation request. Selecting Cancel or close will return you to the edit screen with your unsaved changes intact.

You may Delete a record, which will remove the record as well as its relationships. You will then be redirected to the Find and Edit screen.

Create a Record from an Existing Record

To create a record from an existing record, select the “Create new from existing button” at the top of the record. A duplicate record will appear. Only field data will be copied over to the new record; relationships are not duplicated.