Editing Records
Click Edit on an open record to modify the record.
- 1: Edit Toolbar
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- 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 an asterisk (*). In the example above, the Event Title, Event Type, and Congregation are required. When you tab through a required field, the field auto-fills with the first item available in the drop-down list (the exception to this rule is date fields).
- 3: Related Fields
- Most records in MinistryPlatform directly relate to other records. In the example above, the Event Type, Congregation, and Location are all related records. To edit 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. You can't use HTML.
- Long Text: Plain text, multiple lines.
- Rich Text: You can use HTML. See HTML Fields for more information.