Edit or delete a record

Edit

1. Click the record in the table. It opens in a panel beside the list. To give it the whole screen, choose Open full page.
2. Change any field.
3. Click Save. Cancel closes the record without saving.

Formula fields update on their own when you change the fields they depend on.

Delete

1. In the table, open the record's … menu and choose Delete. You can also delete from inside the open record.
2. Confirm.

Restore a deleted record

Deleted records can be brought back until they're permanently removed.

1. In Filters, set Status to Include deleted.
2. Open the deleted record's … menu and choose Restore.

Next: Edit many records at once