Working With Records
This section is about a single record: reading it, changing it, attaching things to it, discussing it, and getting rid of it.
In This Section
- Record Detail Screens The anatomy of a record's own screen, its tabs, its related lists, its change log and its references.
- Creating And Editing Records Forms, required fields, validation, tabbed forms, forms that reload as you fill them in, and saving safely.
- The Fields You Will Meet A reference to every kind of field and how its input behaves.
- Uploading Files And Images The uploader, restrictions, previews, and what to do when an upload will not work.
- Pop-Up Windows The panels that slide in over your screen, nested editing, and what closing one does to your work.
- Comments And Mentions Discussing a record, replying in threads, and mentioning a colleague.
- Deleting Records And The Trash How deleting works, why it is usually permanent, and what to do when it goes wrong.
When To Start Here
Start here when you are asking:
- why did that field disappear when I changed another one
- why can I not edit this
- how do I attach a document
- what happens if my colleague is editing the same record
- can I get back something I deleted
What You Will Learn
By the end of this section you should be able to work through any form in the application without surprises, understand what each kind of field expects, keep your work safe from the places where it can quietly be lost, and know exactly what deleting does before you do it.