⚒️Managing Data Records

Creating a New Record

To add a record to a table, click the New Record button (note that the actual button name changes based on the current table) to open the New Record dialog:

The dialog requires entering the table's required fields (and at least one key field).

Editing a Data Record

After you create a new record or select one from the search results, you will be taken to the Details Page of that record. On this page, you can modify the fields of the record.

Note that the specific fields you see on this page will vary depending on the table you have selected.

Data Record Details Page

Deleting a Data Record

To delete a record, click the context menu button (⋮) and click the Delete Data Record menu option.

Date Record Context Menu

Deleting referenced data records causes loss of original data stored in the case. It's best to avoid deleting such records unless absolutely necessary.