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Documentation > User Guide > Datasets
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Editing data

Working with records in the user interface

Record editing takes place in the workspace portion of the user interface.

Note

This action is available only to authorized users in the 'Advanced perspective' or from a specifically configured perspective.

Creating a record

In a tabular view, click the /ebx_add.png button located above the table.

In a hierarchical view, select 'Create a record' from the menu of the parent node under which to create the new record.

Next, enter the field values in the new record creation form. Mandatory fields are indicated by asterisks.

Updating an existing record

Double-click the record to update, then edit the field values in the record form.

To discard any changes in progress and restore the fields to their values before editing, click the Revert button.

Duplicating a record

To duplicate a selected record, select Actions > Duplicate.

A new record creation form pre-populates the field values from the record being duplicated. The primary key must be given a unique value, unless it is automatically generated (as is the case for auto-incremented fields).

Deleting records

To delete one or more selected records, select Actions > Delete.

Comparing two records

To compare two selected records, select Actions > Compare.

Note

The content of complex terminal nodes, such as aggregated lists and user defined attributes, are excluded from the comparison process. That is, the compare service ignores any differences between the values of the complex terminal nodes in the records.

Importing and exporting data

In a table, records can be exported to or imported from CSV or XML format.

You can either manually select certain records of the table to export, or you can export the whole table.

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Documentation > User Guide > Datasets