The Edit View

The edit view displays one entity in a form, allowing the user to view or change the properties.

Functions of the edit view:

1. Displaying one entity with all the properties and all the children
2. Editing the property values on the main entity or child properties
3. Presentation of the data on multiple tabs. Each tab can contain columns of values or grids of values
4. Displaying related entities
5. Generating a printable format for the entity

Overview #

The main view #

1. Sidebar - the area where the existing tabs within the recording and other functionalities are displayed;
2. Current selected tab - the currently selected tab. It can display a results table or other information;
3. Options sidebar - this area displays the actions available within the current recording. It also includes the OWNERSHIP at the recording level (who owns it) and the SHARING area for sharing (view/edit/delete).

The sidebar #

1. Switch view button - used to change the display of the edit view (expanded/compact);

2. Title - the title of the current tab;

3. Tabs - the tabs available within the edit view;

4. Main action button group Save (and Undo) or Close - the main area of ​​the following button group:

   • The UNDO button - becomes active by changing its color from gray to the default color of the current module, when changes are made in the current tab;
   • The CLOSE button - is displayed by default when opening the record;
   • The SAVE button - becomes active when changes are made in the current tab.

5. Date created/updated fields - the area where the platform automatically records the date and time of creation/update of the current record.

6. Secondary action buttons - the secondary action buttons area. This includes the following buttons:

   • Save as copy - used to save a copy of the current record;
   • Delete - used to delete the current record.

The options sidebar #

1. Show/Hide options switch - used to have an expanded overview of the items in the current tab. This option sidebar collapse button is useful when a results table with many columns is displayed in edit view.

2. Entity actions - implemented and added by the developer. Each action fulfills a requirement related to the application database table where the current record is stored.

3. Entity ownership fields- fields that show who owns or manages the current record:

   • User - stores the name of the user who created the record;
   • Business Unit - is set for each user;
   • Organization - is set for each user.

4. Access Control List, visible only if enabled - represents the SHARING area of ​​the current record and is visible only if it has been enabled by the developer.

For more information on edit views see Documentation → Develop App → Edit views.