Sep 13, 2024
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To modify an existing record you must have the EDIT permission enabled at either the user or group level for the registration group of records you wish to edit. You must also have the VIEW permission to find and see the record to modify it. IMPORTANT NOTE: You cannot edit a field that is designated identity. This is never allowed, if an error occurs in the registration process we recommend deleting and recreating the entry with the updated data. This protects the database from users unknowingly creating duplicate records.
- When opening an existing parent or child record, any field that can be edited will be able available
- The record is then saved and the new data updated
- The records metadata and audit trail are updated to reflect the change.