From the Repository Name drop-down list, select the repository whose records you want to modify.
Click the
View All
button. A list of all records is displayed.
Select the record that needs to be modified and click
. The Modify Record screen is displayed.
The fields are displayed depending on the predefined output maps selection. Modify the fields that need to be changed.
Change the values in the fields
Click the
Reason For Change link. The Enter Reason For Change dialog is displayed.
Type the reason of modifying a record.
Click
Done to save the reason.
Click
Save and Process to process the workflow.
Note:
When you access the Modify Record screen using a work item, the
Save and Process
button is not available. The
Save
option saves the record with the same state as the record that was being edited (Draft or unconfirmed) and the edited version is considered a part of the workflow.
If you do not have appropriate permissions, and you add or modify a record and click the
Save
button,
the record remains in an Unconfirmed state.
the event remains in an In Progress state.
In such cases, the event cannot be cancelled. You can cancel the event only after you modify the record and initiate a workflow, that is, click the
Save and Process button.
If a record is in the workflow and you modify that particular record, you are not allowed to edit it. Editing is allowed only if you have
Edit when record is in workflow permission. The related warning messages are displayed irrespective of the Edit when record is in workflow permission.
. The Modify Record screen is displayed.
