4 Working with RMW Records

This section describes the actions that are common to all types of records, irrespective of the RMW solution and business process.

4.1 Editing a Record

You can modify the content of the record provided you hold Modify privileges.

To edit a record:

1. In the search results select the row of the desired record.

2. Click Edit.

Wherever applicable, you can edit a record to save it as Current Version or As New Version.

• Click Edit > Current Version to save current version.

• Click Edit > As New Version to save new version.

1. Modify the desired fields.

2. Click OK to confirm changes and Cancel to return to the search results page.

3. Click OK to return to the search results page.

Note: RMW does not support editing of notes and attachments in the Notes and Attachments tab. To edit notes and attachments, see Working with Notes and Working with Attachments.

4.2 Duplicating a Record

You can duplicate a record and save it with a different name. In the duplicated record, you can use all or most of the attributes (data values) of the original record.

To duplicate a record:

1. From the search results, select a record.

2. Click Save As from the More menu.

3. In the Save As page, enter a new Name, modify the Name; or click Clear to clear the Name field.

4. To duplicate notes and attachments, select the Yes option. If not, select No.

   
   

   Note: By default, notes and attachments are not duplicated.

   
   

   • Click Save and Edit to modify the desired attribute data.

   • Click OK to save the duplicated record. The record retains all existing attributes data.

   • Click Cancel, to cancel the duplication process.

4.3 Deleting a Record

You can delete unused records.

To delete a record:

1. In the search results, select the record you wish to delete.

2. Click Delete.

4.4 Comparing Records

You can compare various records, wherever applicable.

To compare the records:

1. In the search results, select two or more records.

2. Click Compare. In the Compare Records page, selected records display rows of all fields for comparison in a tabular format.

3. To drop records click Delete in the corresponding record.

4. Click OK.

4.5 Exporting Records

The Export button enables you to export files, folders and object information from RMW into output formats such as Microsoft Excel, PDF, HTML, and XML.

To export a record:

1. In the search results, select a record you want to export. Click the Export icon.

2. Select the report format and click Export.