Edit a Collection Record
Edit the contents of a record in a Collection.
Edit a Collection Record
Package Required
The Collections package must be installed.
Permissions Required
Your user account or group membership must have the "Collections: View Collections" permission 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 steps to edit a record in a Collection:
View the records for the Collection in which you want to edit a record.
Edit information for the record as indicated in the Screen.
Submit the revised record as indicated in the Screen.
Optionally, do any of the following:
If this Collection is configured to have a relationship with another Collection, click the Relationships tab to view the child Collection Records related to the selected record.
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:
View the Collection record in which to edit it as a JSON object.
Optionally, edit that record's content directly by editing the JSON object, and then clicking the Update button.
Related Topics
What is a Collection?Manage CollectionsManage Collection RelationshipsView All Records in a CollectionCreate a New Collection RecordImport a CSV File to Create Multiple Collection RecordsSearch Records in a CollectionSave and Share a Record SearchView a Collection RecordDelete a Collection RecordEdit Screens for a CollectionCollection Best PracticesCollections PackageLast updated