Records¶

The record page¶

Opening a record shows its fields, then a panel per related collection, then its History. The buttons at the top depend on what you may do with this record: Edit, Delete, Actions, and, in the trash, Restore and Delete forever.

Creating and editing¶

New record on a list, or Edit on a record, opens a form with one input per field you may write.

Sections and tabs — a long form may be grouped. A folded section opens, and a tab switches, when a field inside it needs attention; a tab with a problem carries a red dot.
Validation — the form checks what it can as you go (a required field, a length, an e-mail address). What only the server can check, such as a duplicate name, comes back on the field it concerns.
Conditional fields — a field may appear, become required or be disabled depending on another; a product’s Released at shows only when its status is not Draft.
Dependent choices — a choice may wait for another: pick a team before its agents are offered.
Rows — some records own rows edited inside their form, such as an order’s lines: add, change or remove them, and they save with the record.
Files and images upload as soon as you pick them.
Formatted text — a rich-text field has a toolbar: bold, headings, lists, links, tables and, where allowed, images and @ mentions. A Markdown field adds Source to edit the text itself. Pasted content keeps only the formatting the field allows.

Editing sends only what you changed. If someone saved the record after you opened it, your save is refused rather than overwriting their change; reload and edit again.

Saving¶

The arrow beside Save (or Create) offers Save and continue editing and, on a new record, Create and add another, which opens a fresh form with the defaults. The admin remembers the one you used last and makes it the button.
Ctrl+S (⌘+S on a Mac) saves.
Leaving a form with unsaved changes — a menu entry, Cancel, a reload — asks first. Nothing is lost by accident; once saved, you leave without a question.

Duplicating¶

Duplicate on a record’s page opens a new form filled with its values, so a similar record takes seconds. Values that must be unique (a SKU, a slug) and files start empty; related tags and similar memberships are copied. Nothing exists until you save.

History¶

History lists every change to the record: who made it, when, and each field’s value before and after. Changes made while impersonating name both people. Revert on an edit puts the earlier values back, through the same checks as an edit. If one of those fields changed since, the revert is refused rather than overwriting the later change. The revert itself appears in the history.

Deleting and the trash¶

Delete asks for confirmation. On a resource with a trash, the record moves there and can be restored. Otherwise deletion cannot be undone. Delete forever removes a record from the trash for good.

Actions¶

Actions lists what may be run on this record, such as Publish. An action may ask for values first, or confirmation. It reports its result as a notification, a file to download, a page to open, or a background job to follow.