Edit Data in the Layout

Users can edit the data on the list layouts, detail layouts, or action button. Data can also be created through using the Create form Layout.

Edit data in the list layout

Edit data directly from the list layout through the system buttons or action buttons.

System buttons

Hover on a record and use the three dots to make quick record changes in the layout, open the record, or copy the link.

Setup system buttons

1. Go to a list layout

2. Select Edit Layout
3. Select Actions

4. Decide which options are available in your tools

Edit data using an action button

If you have repeated processes or fields that need to be updated as part of your workflows, you can create an action button for your list layout or detail layouts.

Learn how to setup an action button here.

Edit data in the detail layout

Double click on an editable field to make changes to your record or click the edit button on the top right to go into record edit mode.

Add data using a create form layout

Allow your end users to add in records with the relevant information.

1. Access the create form by selecting Add New on the top right of the detail page.

2. Select Expand

3. Select Edit Layout to customize your create form