Creating and editing a record
Jak dodać nowy rekord i jak zmienić istniejący. Formularz prowadzi przez pola, pola wymagane pilnują kompletu, a zapis utrwala zmianę.
Adding a new record
You create a new record with the add button on the list. A form opens, that is, a set of fields to fill in. The form is arranged to lead you in order: from the basic data to the details.
- Required fields are marked and without them you cannot save the record. This is deliberate: they ensure a matter is not created without its most important data.
- Select fields offer a list of values, so you do not type a status or category by hand but choose from ready ones.
- Saving makes the record permanent. Only after it does the matter exist and become visible to others.
Example. You add a service ticket. The form asks for the client, the subject, and the priority. The client and subject are required; the priority has the list Low, Medium, High. You choose, save, and the ticket appears in the list.
Editing an existing record
To change a record, you open its form and move to editing. You change what is needed and save. A few things worth knowing:
- A change takes effect after saving. Until you save, corrections are not visible to others.
- A record remembers what changed. An edit stays in the history: who changed a field and when. This is not surveillance, but a way to reconstruct what happened with a matter.
- Not all fields can be changed. Some fields may be read-only or computed automatically. If a field is locked, this is usually intended.
Fields computed by the system
Some fields are not for typing: the system computes them from other data, for example a value from the price and the quantity, or a record number from a template. Do not try to overwrite them; fill in the source data and the system will compute the value.
A rejected save
If a save does not go through, the cause is usually one of three:
- An empty required field. The form will show which one is missing.
- A value in the wrong format. A date or a number entered contrary to what is expected.
- A company rule. Sometimes saving is impossible until the data meets a condition set for the instance, for example an amount above a limit requires a justification to be added.
Read the message, fix the indicated spot, and save again. If the condition is unclear, ask the administrator what the rule is meant to watch for.
Exporting data
Każda lista w systemie pozwala wyprowadzić dane do Excela. Eksport obejmuje dokładnie to, co pozostało po filtrach, i tylko w granicach posiadanego dostępu.
The record form
Formularz to pełny widok jednej sprawy: wszystkie pola, powiązania, komentarze i załączniki w jednym miejscu. To miejsce odczytu szczegółów i pracy nad rekordem.