Expanded record

Overview

Expanded record allows you to edit a record data using a form layout. Apart from record information, it also consists of the activity feed such as user comments or record revision history (audit).

Expanding a Record

To expand a record in a grid view, click on expand icon that appears on the first column (index column) on hover over a record.

tip

Shortcut : Use space bar on any cell to expand associated record.

Edit record

Expanded form displays all the fields of a record enabled for display in a form layout.

1. You can edit the record data by clicking on the field and entering the value.
2. Show hidden fields: Click on Show hidden fields button to display all the fields of a record.
3. Click on Save button to save the changes. Close the expanded form by clicking on X button in the top right corner of the form to discard the changes.
4. Navigate to next/previous record using Next/Previous button in the top left corner of the form.

info

Any changes made to the links field (link/unlink) will be saved automatically.

Record Audit

In an expanded form,

1. Click on Audit tab
2. A list of all the changes made to the record will be displayed

info

• You can only view the audit log. You cannot edit or delete the audit log.
• Audit log is only available in Self-hosted version currently

Record Comment

The Comments feature allows you to collaborate directly within records by leaving comments, making it easier to discuss and track changes. You can also receive notifications for updates, ensuring everyone stays informed in real time.

Add Comment

In an expanded form,

1. Click on Comments tab
2. A list of all the comments made to the record will be displayed
3. Click on input box at the bottom to add a new comment, and press Enter to save

Edit Comment

In comments list of an expanded form,

1. Click on Edit icon on the right side of the comment
2. Edit the comment and
3. Click on Save icon OR Press Enter to save the changes

note

You can only edit your own comments. Changes to comments are also recorded in the audit log.

Record Actions

Copy Record URL

In an expanded form, click Copy Record URL to share the record form to other authorized users.

Duplicate record

Using context menu (...) in the top right corner of the expanded form, you can duplicate the record. Duplicated record will not be saved by default. You can edit the record and save it.

Delete record

Using context menu (...) in the top right corner of the expanded form, you can delete the record.

On the confirmation dialog, click on Delete button to delete the record.