# Modify app record

Edit app records when you have the appropriate permissions, using either the action menu or inline editing.

## Edit permissions and access[​](#edit-permissions-and-access "Direct link to Edit permissions and access")

When you have authorization to modify a record:

* relevant edit actions appear in the action list
* inline editing becomes available for immediate modifications
* field-level permissions may still restrict specific fields

## Making changes[​](#making-changes "Direct link to Making changes")

### Inline editing[​](#inline-editing "Direct link to Inline editing")

Make quick edits directly in the record view:

* click on editable fields to modify them
* field validation occurs as you enter data

### Save requirements[​](#save-requirements "Direct link to Save requirements")

Remember that changes are not permanent until you save:

* click the "Save" button to commit all modifications
* leaving without saving triggers a confirmation prompt
* unsaved changes are lost if you choose to discard them

## Field visibility and editability[​](#field-visibility-and-editability "Direct link to Field visibility and editability")

Apps can enforce specific rules that affect what you can edit:

* some fields may be hidden based on record state or user role
* certain fields might be visible but read-only
* field behavior can change based on the record's current values

## App-specific actions[​](#app-specific-actions "Direct link to App-specific actions")

Beyond standard editing, apps provide specialized actions based on their purpose:

**Task app examples:**

* **Reopen** - return completed tasks to active status
* **Accept** - confirm task completion

**Approval app examples:**

* **Approve** - accept the submitted request
* **Disapprove** - reject the request with optional comments

Each app defines its own set of actions based on the workflow requirements.

## Rich content editing[​](#rich-content-editing "Direct link to Rich content editing")

Create formatted content using the [rich text editor](/user-guide/app-record/rich-text-editor.md):

* **Text formatting** - bold, italic, underline, and color options
* **Lists and bullets** - organize information with numbered and bulleted lists
* **Links and references** - embed hyperlinks and cross-references to other records
* **Tables** - create structured data presentations within content fields
* **Code blocks** - include formatted code snippets with syntax highlighting

![Rich text editor toolbar with formatting options and a content area containing styled text](/assets/images/rich-text-editor-8f339cfd5567c584aa606d1e0f480e7e.png)

## User and people selectors[​](#user-and-people-selectors "Direct link to User and people selectors")

Assign and reference people within your organization:

* **User lookup** - search and select from your workspace members
* **Multiple selections** - assign multiple people to a single field
* **Role-based filtering** - limit selections based on user roles or permissions
* **Contact integration** - access external contacts when configured

## List selectors[​](#list-selectors "Direct link to List selectors")

Choose from predefined options and dynamic lists:

* **Dropdown menus** - select from configured option lists
* **Multi-select** - choose multiple items from available options
* **Dynamic lists** - options that update based on other field values
* **Hierarchical selections** - nested category and subcategory choices

## Attachments and file lists[​](#attachments-and-file-lists "Direct link to Attachments and file lists")

Manage files and documents within records:

* **File uploads** - attach documents, images, and other file types
* **File organization** - group and categorize attached files
* **Version control** - track file versions and modifications
* **Preview capabilities** - view file contents without downloading

## Conflict editing notifications[​](#conflict-editing-notifications "Direct link to Conflict editing notifications")

Handle simultaneous editing scenarios safely:

* **Real-time alerts** - notification when others are editing the same record
* **Change conflict detection** - the system warns you before saving if the record was modified by another user since you opened it

## Related[​](#related "Direct link to Related")

* [Comments and activity](/user-guide/app-record/comments-and-activity.md) - add comments when saving changes or discuss modifications
* [App record versions](/user-guide/app-record/app-record-versions.md) - review the history of changes made to a record
* [File previews and attachments](/user-guide/app-record/file-previews-and-attachments.md) - attach, preview, and manage files on records