Edit Screen System

The Edit Screen is the shared record editor used across many Desktop modules. You open it from a list page to add a new record or change an existing one. The exact buttons and side panels vary by module, your permissions, and the screen configuration for that record type.

Access: Open a module list, then click the edit icon on a row. To create a new record, use Add from the list page or from an existing Edit Screen.

What You See

Most Edit Screens use the same layout:

A control bar across the top.
A Current Record field on the left, with a ... lookup button.
Standard action buttons on the right: Save, Add, Back, and List.
A More button for secondary and module-specific actions.
A main table with the columns Field, Value, Required, and Type.
Optional sidebar groups on the right for secondary field sections.
Optional tabs above the form for record types that use multi-section layouts.

Not every module shows every option. Tabs, sidebar groups, print buttons, and module-specific actions are conditional.

Common Tasks

Edit an existing record

Open the module list.
Click the edit icon for the row you want.
Update values in the Value column.
Click Save.

If required fields are missing, the save is stopped and the affected rows are highlighted.

Add a new record

Open the module list or an existing Edit Screen.
Click Add.
Enter the required values.
Click Save.

When the page is in add-new mode, Cancel is available so you can abandon the new record without saving it.

Switch to another record

Use Current Record at the top of the page to move without returning to the list.

Type the record identifier directly if you know it.
Click ... to open the lookup popup and choose another record.

Click More to open the secondary actions for the current record. This is where the Edit Screen exposes actions that are not part of the standard top-row buttons.

Common conditional features include:

Feature	When it appears
Copy	Existing records when you can add and modify
Delete	Existing records when logging is enabled and you have delete permission
Bulk Edit	When you have the Bulk Edit permission
Customize	When screen customization is allowed
Print Preview	When the current screen format provides a print target
View Image	When the current record type supports image viewing
View PDF	When the current record type supports PDF viewing
Tabs	Only on record types that use tabbed screen sets
Sidebar groups	Only when the screen format defines grouped sections

Some modules also add their own actions in More, such as labels, rename tools, history links, or order actions. Those commands depend on the module and are better documented on the module-specific pages.

Read-Only And Permissions

What you can do on the Edit Screen depends on both the module permission and the record state.

If you can view a record but cannot modify it, the inputs are disabled.
If you do not have add permission, Add is not available.
If you do not have delete permission, or logging is not enabled for that record type, Delete does not appear.
Some rows and actions only appear for administrators or users with the matching security permission.

The Cycle Count, Parts, Purchase Order, and other modules can each add their own extra actions, but those are not universal Edit Screen features.

Notes

The shared framework can show grouped side panels and tabs, but many records use only the basic single-table layout.
Some field labels behave like links. For example, email, website, and address labels can open mail, websites, or maps when that data is present.
Customize is an administrative screen-setup tool, not a normal data-entry action.