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Edit Record

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From the Data Records tab, you can edit the properties of data records. To edit:

  1. Select a record (row) to edit
  2. Click the Edit Record button on the toolbar to bring up the Edit Record dialog

    1. The edit button is grayed out unless a record (row) is selected

    2. The edit function is only available to users in the Administrator security group
  3. Edit the properties of the data record

    1. Name – Name of the data record (required)
    2. Data Type Specific Columns – Columns specific to the data type
      NOTE: Lookups with a large number of records will be converted from a normal drop down menu to a dialog.
  4. Click the Update button when finished to update the data record. Click the Close button to cancel the operation.