Plan Availability | All plan types |
Permissions | Guests, General Access, Solution Creators, or Administrator |
Related Reading |
Saving a Record
Clicking the Save button in any open record saves your edits and closes the active window. Keep in mind:
Content is not saved automatically when editing open records. You must click Save to retain changes.
Note: Solution Managers who add or modify fields or change a record layout in the open record window will see their "structural" updates saved immediately. This guidance on the Save button specifically applies to content within records.
Save and Continue Options
Within the record view, next to the Save button, there is a dropdown (▼) with options to save and continue. You can also use these hotkeys:
Save and Continue Working
Mac: Cmd + S
Windows: Ctrl + S
Save and Continue to Next Record
Mac: Cmd + R
Windows: Ctrl + R
Save and Continue to Previous Record
Mac: Cmd + L
Windows: Ctrl + L
Removing Changes
To discard changes made to a record:
Click Cancel. This will remove all changes and close the record window.
If you attempt to close the record without saving (e.g., by clicking the X or clicking outside the record window), you will receive a warning prompting you to confirm.
Saving in Different Views
Grid View
Grid View supports in-line editing, similar to using a spreadsheet.
Changes are saved automatically in real-time when using enter, tab, arrow keys, or copy & paste.
Tip: Use Grid View for managing large datasets efficiently.
Kanban View
Updates to status or stage fields can be made without opening a record.
Changes are saved automatically.
You can add new records and set their status simultaneously in this view.
Calendar View
Use drag-and-drop functionality to adjust dates and times directly in the calendar. These changes are saved automatically.
Move records in the calendar or drag them from the Record Listing panel for easy scheduling adjustments.
Practical Scenarios and Use Cases
1. Departmental Collaboration
Scenario: The Marketing team manages campaigns and projects across multiple records.
Solution: Team members can use Grid View to update records collaboratively and ensure changes are saved in real-time.
2. Project Management
Scenario: A project manager needs to update record statuses while reviewing a Kanban board.
Solution: Use Kanban View to quickly adjust statuses without opening individual records, with changes saved instantly.
3. Scheduling Events
Scenario: An HR manager organizes training sessions using the calendar.
Solution: Drag and drop records in Calendar View to adjust dates and times easily, with no need to manually save changes.