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Editing Data: A Guide to Modifying Records

Editing Data: A Guide to Modifying Records

Keeping your records updated is essential for any app. It means you can make changes or fix mistakes, making sure everything is correct and current.
Just as you add new records, you can also make changes or remove them from any view.

First, find the record you wish to modify. On the left side of each record, there’s an Ellipsis  button. Click on the Ellipsis button.

Click Ellipsis button

Select the Edit option.

Select Edit option

Step 2: Start Editing

An edit form will then pop up, allowing you to make changes.

Edit form

Step 3: Update the Information

Go ahead and modify the record as needed. Double-check that you’ve completed all the required fields and that everything looks right.

Step 4: Save Your Edits

When you’re satisfied with the updates, hit the “Save” button. This will save and apply all the changes you’ve made.

Save changes

The record is updated.

Record updated

Note: You can just edit a single record at one time. This statement is true for the Cards view (shown in this article) and most of the other views. The Table view of the objects, however supports bulk editing that is elaborated here.