Editing Records
When you click Edit on an open record, you can modify the record.
- 1: Edit Toolbar
-
- Cancel: This action discards any changes and returns to the open record.
- Save: This saves changes and returns to the open record.
- Reset: This discards any changes and remains in the Edit screen.
- 2: Required Fields
- Fields required to save a record are marked with a red asterisk (*). In the example above, the Event Title, Event Type, and Congregation are required. Whenever you tab through a required field, the field auto-fills with the first available item in the drop-down list (the exception to this rule is date fields).
- 3: Related Fields
- Most records in MinistryPlatform are directly related to other records. In the example above, the Event Type, Congregation, and Location are all related records. For editing related fields, see Drop-Down and Pick Lists.
- 4: Text Fields
- Text fields come in three forms: short, long, and rich (HTML). The only difference between short and long text fields is the size of the field. Rich fields are the only fields that support HTML.
- Short Text: Plain text, single line. HTML is not supported.
- Long Text: Plain text, multiple lines.
- Rich Text: HTML is supported. See HTML Fields for more information.