Modify a Record
In the modification of an existing record, the user starts with searching for the record to change. When that record is found and selected (see earlier topics), the user either types the changes onto an editable grid or more likely, selects Edit from the row-level menu. The Edit action transitions the user to an "edit" mode for the record. Care should be taken not to change the key fields (those that make the record unique from all others on the page). Most pages where reference data is established have a feature activated that prevents the changing of these key fields. If allowed, the changing of such fields is effectively a deletion of an existing record and the addition of a new one.
The following actions are provided in Edit mode:
Select Save to save the changes and remain in Edit mode.
Select Save & Close to save the record and return to the search results view.
Select Cancel to return to the search results view without saving any information. If the record has been saved, it is not discarded and you are only returned to the search results.
