Edit Page

The edit page changes an existing record.

Open it with Edit on the view page of the record. The page loads the stored values and the child table rows before it becomes editable.

Page Layout

Area	Description
Title	Edit, or Edit plus the record title
Toolbar	Save draft, print, and save, followed by the custom buttons of the form
Fields	The fields of the record with the groups of the form
Child tables	One tab per child table, with the rows that are stored on the record

Change The Record

1. Change the fields and the child table rows that need a new value
2. Keep the rules of the form in mind: required values, field formats, date and number ranges, file counts, and the relation between organizations and departments are validated on save
3. Wait for file uploads to finish before saving
4. Select Save; the page reports that the record was updated

The child table supports the same row actions as the create page: add a row, add with search, copy, delete, and expand a row.

Child tables use custom table views whose scope includes Edit Page. If that view enables field totals, they appear at the lower left of the child table pagination area and include all matching rows, across its pages. See Field Totals for supported fields and formatting.

Approval Cases

Case	What happens
The record starts an approval on edit	The change is submitted for approval and takes effect after the approval passes
The record is in approval	The record cannot be changed until the approval finishes
The record is waiting for revision	The initiator edits the record and submits the approval again from the view page

When a change waits for approval, the edit page reports that the change was submitted, and the official data of the record stays unchanged until the approval passes.

Drafts And Unsaved Changes

1. Save Draft keeps the changes without saving them as official data; the record keeps the draft data state
2. When unsaved changes are found on entry, the page asks whether to continue editing them or to start again from the saved data
3. Leaving the page with unsaved changes asks for confirmation first
4. A record that was saved as a draft can be opened again from the list, and its draft data is used when the record is saved

Organization, department, and member profile forms do not support drafts.

Automation Human Tasks

When the record is being edited as a human task of an automation or an approval, the page reports the task state: the record cannot be handled while its approval is still running.

When Access Is Denied

Message	What happens
No permission to edit this record	The member is returned to the view page
This record is not available yet	The record has not finished loading
No permission to print this record	Printing is refused
This page is not accessible	The member is returned to the list page

Print

Select Print to preview the stored values of the record, choose a print template, and print the page or generate the file into File Bag.