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Records

Introduction

Records are individual items of module data, comprising fields arranged within sections.

This section shows how to add, copy, edit, and delete records, how to import and export records, and how to edit a record's values for each field type.

Add Records

You can add one record at a time, or import multiple records from a spreadsheet file (.xls or .xlsx).

Add a Record

To add a record, follow these steps:

  1. Select a module.
  2. Click New Module Name. The module's detail view opens.
  3. Enter values for each field according to its type.
  4. Click Save.

Import Records

To import one or more records, follow these steps:

  1. Select a module.
  2. Select Data Transfer > Import.
  3. In the File Selection tab's File field, click Choose File (.xls, .xlsx). Your system's file system browser opens.
  4. Navigate to the spreadsheet file containing the records to import, select it, and click Next .
  5. Map the spreadsheet's columns to the module's fields, then click Next .
  6. Click Save.

Export Records

To export a module's records, follow these steps:

  1. Select a module.
  2. Select Data Transfer > Export. The Export dialog opens.

  3. Select one of the following options:

    • All record(s) with visible fields
    • All record(s) with all fields

  4. Click Export. A spreadsheet .xlsx file is downloaded to your system's download folder.

Copy a Record

To copy a single record, follow these steps:

  1. Select a module.
  2. In the list view, click the record to copy. The record opens in the record view.
  3. Click Copy.
  4. The copied record opens in the record view. Change values for each field according to its field type, then click Save.

Delete Records

You can delete one record at a time, or multiple records.

Delete a Record

To delete a record, follow these steps:

  1. Select a module.
  2. In the list view, click the record to delete. The record opens in the record view.
  3. Click Delete.
  4. A confirmation dialog opens. Click Yes to confirm, or No to return to the record view.

Delete Multiple Records

To delete one or more records, follow these steps:

  1. In the list view, select the checkbox for each record to be deleted.
  2. Click Delete.
  3. A confirmation dialog opens. Click Yes to confirm, or No to return to the list view.

Edit Records

You can edit any field in a record, or one field in multiple records.

Edit Any Field in a Record

To edit any field in a record, follow these steps:

  1. Select a module.
  2. Select a view that shows the records to be edited.
  3. Select the record to edit.
  4. Change the record's field values.
  5. Click Save.

Edit One Field in Multiple Records

To edit one field in multiple records, follow these steps:

  1. Select a module.
  2. Select a view that shows the records to be edited.
  3. Select one or more records to edit.
  4. Click Update Selected. The Select Field To Edit dialog opens.
  5. Select the field to edit, then set the new value for the field according to its field type.
  6. Click Save.