How do I...?

How do you create a form to update records?

How do you create a form to update records? For example; if I want to update the value of a date field to the current date, how would you create a form for this? so far I can only add records.

1 vote
Vote
Sign in
(thinking…)
Sign in with: facebook google
Signed in as (Sign out)
You have left! (?) (thinking…)
RKL shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

1 comment

Sign in
(thinking…)
Sign in with: facebook google
Signed in as (Sign out)
Submitting...
  • Jake Marwil commented  ·   ·  Flag as inappropriate

    Hi RKL,

    Once you have created a form, you can use that form to both add new records and edit existing records. Anytime you open up a table to view records you've added, if you click the Record ID of a record to open it up, you will see on top it says "Form: Default Form". You can click on this to see a drop down menu of available forms. Selecting your form will show the data in your desired format, whereupon you can edit any of the fields by clicking into them.

    If you would like to see the form you created every time you open up a record rather than the Default Form, you can accomplish this through roles. You can refer to the "Views & Record Editing" section of the article in the link below about how to assign a form to specific users.

    http://help.trackvia.com/knowledgebase/articles/245683-how-to-create-a-role-to-assign-permissions

    Please let us know if you have any further questions.

    Regards,

    Jake

Feedback and Knowledge Base