Editing a Record

Once a user has added a Record to a Database. they are also able to Edit the record, assuming any necessary approval process has been completed. 

There are two main ways to Edit a record, based on whether the Database is a Single or Staged database and assuming the user has the correct permission. 

Editing a Record within a Single Database
Within this type of Database, there are 2 easy options for a user to Edit their record. 

1. Edit a Record from the Databases Record List page

The Database Record List page is the page containing a list of all the Records that have been added to that Database. To Edit a Record from this page, click the Edit icon from the list of actions that appear on the right side of the page, ensuring you pick the action relating to the record you wish to Edit. 

Once you select Edit, an overlay will open allowing you to Edit the Record. 

 2. Edit a Record from the Record overlay

When Viewing a Record, there will be an option to Edit directly on the page. Indicated below, this appear in the top right of your page, along with other actions. 

Editing a Record within a Staged Database
Within this type of Database, you can choose to Edit a specific Stage (permissions pending); accessible again in 2 locations. 

Unlike a Single Database, a Staged Database requires you to Revert a Stage in order for it to be available for editing. 

1. Revert from the Records List page

Next to the Delete icon will be an arrow, click this to View More Actions related to your record. Click the first option, Revert. This will prompt a popup to appear, allowing you to choose a Stage to re-open. Even if you choose an early Stage, it will not affect the data in later stages, which will remain the same until they have been specifically updated. Once you select a Stage, click Revert to re-open that Stage and Update your form. 

2. Revert from the Record overlay

If you're Viewing a Record, you can also Revert on that page, via an Action called Revert at the top right of your screen. You can see an example of this below. Once you have selected and reverted your Stage, you'll be able to click Continue and update the fields required. 

Saving your Changes

Once you've updated any changes you wish to make, click Submit at the bottom of the page. Your record may also need to go through an approval process again. 

To read about Adding a Record, click here.
To read about Viewing a Record, click here

*Please note that the terms 'Database' and 'Record' are customisable and may have already been updated on your platform.