How to Edit Records in a Database
Learn how to update existing records in an octapipe Database, including standard and custom fields
Support Team
Last Update 4 maanden geleden
Editing records in a Database allows you to modify existing information, including standard and custom fields. See below how to perform this process.
1st Step: Accessing the Databases Module
1st Step: Accessing the Databases Module
In the upper left side menu, click “Databases” to open the list of databases.
Select the desired database to view its records.
2nd Step: Selecting the Record
- Click on the row of the record you want to edit.
- After clicking, the “Update Record” modal will be displayed, containing:
- Name (record name)
- Owner (responsible user)
- Custom Fields (optional)
3rd Step: Saving Changes
Best Practices:
Conclusion:
You have learned how to edit records in a Database by accessing the update modal and saving changes safely. If you have any questions, contact our support team.
- After making the changes, click “Save Data” at the bottom to save.
- A notification will be displayed indicating that the record was successfully updated.
Best Practices:
- Check the change history in the Logs tab before editing.
- Add comments in the Notes tab to explain major changes.
- Review custom field values to maintain consistency.
- Confirm with the responsible user before editing critical records.
Conclusion:
You have learned how to edit records in a Database by accessing the update modal and saving changes safely. If you have any questions, contact our support team.