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Getting Started > Working with Records > Updating Record Details

Updating Record Details

Generally, you can update record information if you own the record, you manage the owner of the record, or the owner grants you editing access to the record. However, your company administrator can adjust access levels to restrict or expand your access to records.

Also, to change the status of a solution record, or to publish a solution, your user role must include the Publish Solutions privilege.

NOTE: Certain system fields are always read only and can be updated only by Oracle CRM On Demand. Some examples of fields that are always read only are the Created field and the Created: Date field, both of which are available on many record types.

You can update records in the following ways:

• By editing fields inline. You can edit individual fields inline in record List pages, in record Detail pages, and in linked records on the Detail page of a main record. Your company administrator can enable or disable inline editing in the company profile. By default, inline editing is enabled.

  TIP: In most List pages, you can open a record Detail page in a record pane in the List page without navigating away from the List page. For more information, see About the Record Pane in List Pages and Using the Record Pane in List Pages.

  In many record List pages and in many lists of linked records on Detail pages for main records, you can also edit multiple fields in multiple records inline at the same time. If a list supports the ability to edit multiple fields inline at the same time, then a pencil icon is shown at the top-left of the list.

  NOTE: Some types of fields cannot be edited inline in linked records on a main record Detail page. For more information, see Updating Linked Records from Main Records.

• By updating the record in the Edit page. You can reach the Edit page by clicking the Edit link for a record in the List page, or clicking the Edit button for a record in the Detail page.
• By importing records:
  • Using the Import Assistant to import record data from external comma-separated value (CSV) files if your user role has the Personal Import privilege
  • Using the Oracle Data Loader On Demand client utility
  • Using Web services to synchronize records with other applications

    The type of records that you can import depends on the privileges assigned to your user role. For more information on how to import records from external CSV files and other external sources, see Import and Export Tools.

This topic describes how to edit fields inline and how to update records in the record Edit page.

NOTE: You cannot use the inline edit functionality in a record List page while a preview window is open, or while you are using the message center.

Editing Individual Fields Inline

The following procedure describes how to edit individual fields inline in lists of records and on record Detail pages. To allow you to update fields inline, inline editing must be enabled.

NOTE: Sometimes, when you edit an individual field inline, you might be prompted to navigate to the Edit page to complete the edit. This prompt is displayed if you must edit more fields, or if a business process is attached to the field that you were editing inline.

To edit individual fields inline

1. In the list of records, or in a record Detail page, move the pointer over the field that you want to update.

   An edit icon appears on the right-hand side of the field. A different icon appears depending on the type of field. On a Detail page, if a field is read-only, when you rest the mouse on the field, no information is displayed. Nothing happens when you click the field. On a Full List page, if a field is read-only, when you pause the pointer on the field, information is displayed. Also, a read-only Inline Editor is displayed when you click the read-only field.

2. Click the edit icon or click the field to enable the Edit mode for Inline Edit.

   For some of the fields, clicking the fields is different from clicking the edit icon. If you click a Phone field, for example, the field displays a Text editor and allows you to enter the phone number directly. If you click the edit icon, it displays a Phone editor and allows the user to specify the Country, Area Code, Phone Number and Extension separately.

3. Update the value of the field.
4. Click the green check mark icon or press Enter to save the changes.

   To cancel changes, click the red X icon, or press Esc.

Editing Multiple Fields Inline in Lists of Records

When editing multiple fields inline in a list of records, note the following points:

• Only the records that are currently displayed in the list are available for you to update. For example, if you filter a list to show only certain records, then only those records are available for you to update.
• Fields that are read-only are grayed out and you cannot update them.
• Required fields are indicated as follows:
  • If a static layout is used for the record type, then the required fields are indicated by a red asterisk and red text in the column header.
  • If a dynamic layout is used for the record type, then the required fields are shown with a red border.
  • If a field is conditionally required, then the field is shown with a red border. A conditionally required field is a field that is not required by default, but becomes required if the data in other fields on the record meets certain criteria.
• If a multi-select picklist field is editable, then the Lookup icon is shown beside the field.
• If a currency field is editable, then the currency icon is shown beside the field.
• If a dynamic page layout is defined for the record type for your role, and if you update the driving picklist field for the dynamic layout, then some fields that were required for the record might no longer be required, or some fields that were not required might become required. Similarly, some fields that were editable might become read-only, or some fields that were read-only might become editable.
• An update that you make to a field might require further updates to the record. In such cases, a message is displayed when you attempt to save your changes. If the field or fields that require the additional updates are displayed in the list, then you can make the additional updates to the fields directly in the list before you save your changes. Otherwise, you are prompted to navigate to the Edit page for the first record in the list that requires the additional updates. If you navigate to the Edit page and update the record, then after you save your changes, Oracle CRM On Demand navigates you back to the list that you were editing.
• If an update to a field in a record fails for any reason when you edit the record inline, then none of the changes to the fields on that record are saved. If the updates to one or more records fail, then an error message displays after you save your changes. The error message lists the records for which the updates failed.

The following procedure describes how to edit multiple fields inline at the same time in a list of records.

To edit multiple fields inline in a list of records

1. In the list of records, click the pencil icon to enable the Edit mode.
2. Update the field values as necessary.

   TIP: You can use the Tab key and the up and down arrow keys on your keyboard to move your cursor between fields.

3. When you finish updating the records in the list, click the green check mark icon at the top or bottom of the list to save your changes.

   You can cancel your changes at any time before you save them, by clicking the red X icon at the top or bottom of the list, or by pressing Esc. If you cancel your changes, then none of the changes that you made to the fields in the records in the list are saved.

Updating Record Details In Record Edit Pages

The following procedure describes how to update record details in an Edit page.

To update record details in an Edit page

1. On the record List page, click the Edit link for the record, or from the Detail page click the Edit button in the title bar.
2. On the record Edit page, update the necessary information.
3. Save the record:
   • To save this record and then open the record Detail page (where you can link information to this record), click Save.
   • To save this record and then open the Edit page (where you can create another record), click Save & New.

NOTE: Your administrator can configure a field so that it is conditionally required, that is, the field is not required by default, but becomes required if the data in other fields on the record meets certain criteria. When this happens, a red asterisk (*) displays beside the field that is now a required field, and if the text label is displayed for the field, it is displayed in red text. If the field is blank, then you must update it before you save the record. For information about some limitations that apply when editing conditionally required fields, see About Conditionally Required Fields.