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:

1. View the records for the Collection in which you want to edit a record.

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

4. Submit the revised record as indicated in the Screen.

5. 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:

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

3. 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 Package