Change a Record in an Entity

To change a record in an entity, do the procedure in this topic.

Figure: Data Details screen

Data Details screen

Video: Build Your First Custom Entity


Good to Know

  • The system supplies values to these standard fields. Therefore, you can not change values to these fields:
    • ID
    • Created Date
    • Last Modified Date
    • Created By
    • Last Modified By

How to Start

  1. On the Entities screen, click an entity.
  2. Click the Data tab.
  3. On the Data tab, click Ellipses Ellipses icon > View/Edit.


  1. On the Data Details screen, click Edit Edit icon
  2. Change the data for the record as necessary.
  3. Click Save.