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Modify app record

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

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​

Inline editing​

Make quick edits directly in the record view:

  • click on editable fields to modify them immediately
  • changes appear in real-time as you type
  • field validation occurs as you enter data

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​

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​

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.