Edit Record

From the Primary Data page, 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 and Regular User security groups
3. Edit the properties of the data record
   
   1. Name – Name of the data record (required)
      NOTE: The Name field of a data record cannot contain the string ” | “.
   2. Data Type Specific Columns – Columns specific to the data type
      NOTE: Lookups with a large number of items will be converted from a normal drop down menu to a dialog.
   3. Click the icon to create a new value in a lookup data column
4. Click the Update button when finished to update the data record. Click the Close button to cancel the operation.