Edit a Child Collection Record

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Edit record(s) in a child Collection from a parent Collection.

Edit a Record in a Child Collection

Records in a child Collection can be added, edited or deleted from a parent Collection.

Permissions

Your user account or group membership must have the "Collections: View Collections" permission for both parent and child Collections to view the list of Collections unless your user account has the Make this user a Super Admin setting selected. See the Collections permissions or ask your Administrator for assistance.

Furthermore, your user account or group membership must have the following record permissions from a Collection's configuration that control how records in that Collection are accessed:

  • Collections: Edit Collections

  • Collections: View Collections

See Configure a Collection or ask the manager of that Collection for assistance.

Follow these guidelines to edit child Collection records from a parent Collection:

  1. View Child Collection Records From a Parent Collection. The Relationships tab displays records from the child Collection.  

  2. Click the Edit iconfor the record you want to edit. The record displays using the Screen configured to edit a record in this Collection.

  3. Edit information for the record as indicated in the Screen.  

  4. Click Save.

  5. Optionally, click the JSON tab to edit that record as a JSON object.

Edit a Collection Record in JSON

Follow these steps to edit a Collection record as a JSON object:

  1. View the Collection record in which to edit it as a JSON object.

  2. Click the JSON tab for that record. This tab will not be visible if you user account does not have permission to Edit Raw Data for the records in this Collection.  

  3. Optionally, edit that record's content directly by editing the JSON object, and then clicking the Update button.

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