Back

Modify datasource fields with record management

Record Management provides the ability to view records in a datasource, as well as modify and delete individual record fields depending on the datasource type.

THINGS TO KNOW ABOUT ADDING AND MODIFYING A RECORD
  • For any datasource, all fields in a record can be deleted except for ID fields, level fields, and required fields
  • For any datasource, all fields in a record can be modified except for ID fields and level fields
  • For a Relationship datasource, commas and apostrophes cannot be used in any field
  • An ID field can include alphanumeric characters and special characters except for commas and apostrophes
  • The project and report save changes prompt can be enabled or disabled per user when modifying a user in Record Management

Record management listing

Record management save warnings

Back to top

Copyright © 2025

Explorance Inc. All rights reserved.