Correct, delete and restore a record

Prerequisite

Anyone who can read the tenant's records can open a record and read its history. Correcting, deleting and restoring need record.write in the tenant; without it the record view shows a note instead of Edit and Delete.

Correct a record

1. Open Records (its first lens is Explorer) and click the record in its column, so it is the only one selected.
2. Press Open record at the foot of the column.
3. Press Edit, change the fields and press Save. A read-only field stays as text.
4. If a rule is broken, the record view names the field and nothing is saved.

When someone else changed it first

If another person saved a field after you opened the record, your value is not written over theirs. You see the value you started from, theirs and yours; press Keep current value or Use my value. Your other changes are already saved.

Delete and restore

1. In the record view, press Delete and read what happens: the record leaves every column, its relations are kept but hidden, it can be restored, and it is removed for good only through Data Governance.
2. Press Delete record to confirm.
3. To bring it back, choose Show deleted records in the column menu and press Restore next to it.

Good to know

• Deleting and restoring are refused, with the reason, while the record or the tenant is under a legal hold. A record of a system entity cannot be deleted.
• A value can be changed but not emptied yet; enter the right value instead.
• The History tab lists each value with when it was saved. Who saved it is shown for changes made in the record view and for deletions and restorations; older values say “not recorded”.