Opening and Editing Records

Select a record from a view or the workspace navigation to open it in the main area.

Understand the record​

A record represents one business item. Its layout can include fields, status, dates, people, related records, files, and other information defined by its Type.

Tabs or attached-record sections may reveal additional parts of the same business item.

Update information​

Select an editable field and enter or choose the new value. Changes to record data are saved automatically.

Some information may be calculated, locked, or read-only. The actions and fields available to you depend on the record design and your permissions.

Use the surrounding view to move to another record, or use the workspace navigation to change to a different area of work.