In an open record, your edits are kept only when you select Save or use a save shortcut; closing without saving prompts you first. In Grid, Kanban and Calendar views, inline edits, status moves and drag-and-drop changes are saved as you make them.
Plan Availability | All plan types. |
Permissions | Any member who can edit the record, including Guests with edit access. |
Platform | Web |
Related Reading |
How do I save an open record?
Select Save. Your edits are stored and the record closes.
Important: Content in an open record is not saved automatically. Field, section and layout changes made by a Solution Manager in the open record are saved at once; the Save rule applies to record content.
What are the save and continue options?
The drop-down next to Save offers three options, each with a shortcut.
Option | Windows | Mac |
Save and continue working. | Ctrl + S | Cmd + S. |
Save and go to the next record. | Ctrl + R | Cmd + R. |
Save and go to the previous record. | Ctrl + L | Cmd + L. |
Save and close. | Shift + Ctrl + S | Shift + Cmd + S. |
How do I discard changes?
Select Cancel to drop every change and close the record. If you close with the X or click outside the record, a prompt asks you to confirm before the changes are lost.
How does saving work in each view?
View | How edits are saved |
Grid | Inline edits are saved when you press Enter or Tab, use the arrow keys, or paste. |
Kanban | Moving a card changes its status or stage and is saved at once; new cards take the column value. |
Calendar | Dragging a record to another date or time, or in from the Record Listing panel, is saved at once. |
Last verified 22 Oct 2026.