Records

Records are the fundamental unit of data storage. Records are composed of fields that are defined in the record definition. The data provided in these fields are stored in records. For example, company name, employee ID, department etc. 

View Records

The page displays only the records you have permission to view. If you click on a record, you can view and edit the details of the record, and also view the history of the updates made to the record. 

The History section displays a log of all changes made to the record. Select the version to view the details of changes made to the record. You can also click Graph to view a graphical representation of changes and when the record was modified.

The contents displayed on this page differs depending on the user and their permissions. For example, only specific users may be able to view the History section or certain fields in the record.

If you have the required permissions, you can do the following on this page:

Add Record

  1. To add a record, go to the Dashboard > in the Records section, scroll to locate the record definition in which you want to add the record.
  2. Click the Add Record option. The New Record page displays. 
  3. Enter a Record ID, provide details for the other fields, and then, click Save to save your changes.
  • The Record ID is a mandatory field and must be unique. 
  • Fields appear as greyed/disabled to admin users who do not have read permission for those fields.

Edit Record 

  1. To edit a record, go to the Dashboard > in the Records section, scroll to locate the record.
  2. From the list, click to select the record you want to edit.
  3. Make the required modifications and click Save to save your changes. You cannot edit the Record ID.
When you edit a record, an error may be reported if you do not have the required permissions to view the history of a record. You can still edit the record, but cannot view the history of changes made to the record.

Delete Record

If you have the required permissions, and the delete permission is enabled for the record, the Delete  option is displayed for each record.

  1. To edit a record, go to the Dashboard > in the Records section, scroll to locate the record.
  2. From the list, click to select the record you want to delete.
  3. Click Delete  to delete specific records. 
  • To recover a deleted record, you can create another record with the same name. Once the record is created, the history of the record is also recovered.
  • If you know the recordID, you can view the history of a deleted record only from the Developer Console (API).
  • You must have permission to edit the record definition and fields, to be able to delete records.

Filter and Advanced Search

Using filters you can display matched data on record fields without applying any conditions or you can locate content by searching for specific words or phrases using the search feature. The advanced search feature enables you to find a record by setting the following conditions. For more information see, filters and Advanced search

Edit Record Definition

Click the Edit record definition option. The Create or Edit Record definition page displays. Make the required changes and then, click Save to save your changes.

Click Save to save your changes. Click Revert changes to undo the current changes and revert to the last saved version.