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Creating and Modifying Records

The record is the central element of the application. It can be a non-conformity report, an invoice, a contract, or any other business document.

Creating a Record​

  1. From your dashboard or a list view, locate the New button (often represented by a + icon or an explicit "New Record" button).

Button for creating a new record

  1. Click on it to open the creation form.
  2. Fill in the required information.
  3. Click the Save button (disk icon) to save.

Modifying a Record​

  1. Open the record you want to modify by clicking on its reference or title.

Record visualization

  1. If you have modification rights, an Edit button (pencil icon) is displayed in the toolbar.
  2. Click on Edit. The form switches to edit mode.

Record edit mode

  1. Make your changes then click Save.
Business Case (Quality)

When detecting a defect on a production line, an operator immediately creates a "Non-Conformity" report via the New button, enters the product code and defect description, then saves.