Button to open a specific record in edit form

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1

Hi,

How can I create a “Modify” button in a record page?
The action would be to open the edit form for that record.

Thanks,
Adrian

2

There’s an option on the right of your screen where you can enable edit. It has changed a little with the new layout, but still on the right side

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3

Hi Pablo,

I know that possibility, but that small edit button it’s not really visible for our users.
I’d like to place a proper button, in the main screen area.
Can it be done?

Thanks,
Adrian

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4

Yes, it can be done. The general approach is:

  • Assume you are starting with a details view of the item you want to edit
  • Add button to that view, label it as “Edit”
  • The action associated with that button should be Link to Screen → This Item
  • In the next screen, build your edit form by adding the input components that you need
  • Add a Save button, and associate that with an action that does Set Columns on the current record
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5

Sorry, I misunderstood!

6

Cool, thanks!

Is there also a way to open the edit form for another entity?
For example, if I have this entities:

  • task
  • evaluation
  • task_evaluations (a many to many link table between task and evaluation)
    can I put an “Edit evaluation” button in the Task screen and open the Evaluation edit screen for the id_evaluation found in task_evaluations?

Thanks,
Adrian

7

No problem!
I appreciate the help!

Regards,
Adrian

8

I can’t think of a way to do that off the top of my head, no. (doesn’t mean it isn’t possible - I’d need to experiment a bit)

9

I got it.
You can bring the evaluation relation on task and then put the action Link to Screen → Evalation relation for “Edit” button.

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