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How to edit the data of an entity in Service Studio

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  • Learn how to add a record or row, remove a record or row, and change an attribute or cell in Service Studio.

    To understand how editing data on Service Studio works and the prerequisites check the edit data while developing article.

    Add a record or row

    To add a record or row, follow these steps:

    1. In the module where the entity exists, go to the Data tab, and double-click the entity to View or Edit Data.

      Open edit data in Service Studio

    2. Select Add row.

    3. If one or more cells' has a red outline after the previous step, it probably means they're mandatory attributes. Define each one of those cells.

      Mandatory fields must be set before applying changes

    4. [Optional] Define each one of the remaining cells.

    5. After defining each cell, check and fix any issues with cells highlighted with a red outline. Hover over each highlighted cell to understand each issue.

    6. You can prepare more than one change to the entity at a time. Once you're done with your changes apply them.

    Remove a record or row

    To remove a record or row, follow these steps:

    1. In the module where the entity exists, go to the Data tab, and double-click the entity to View or Edit Data.

      Open edit data in Service Studio

    2. Right-click the row you want to remove, and select Delete row.

      Delete a row Pending deletion of a row

    3. You can prepare more than one change at a time. Once you're done with your changes apply them.

    Modify a record's attribute

    To modify a record's attribute or cell, follow these steps:

    1. In the module where the entity exists, go to the Data tab, and double-click the entity to View or Edit Data.

      Open edit data in Service Studio

    2. Double-click an empty space inside the cell you want to change.

    3. Depending on the data type of the cell, set the data in one of the following ways:

      • For a Text or Phone cell, enter a text string, for example text or +1 555 565 3730.
      • For an Email cell, enter a text string with at least two characters separated by a @, for example fran.wilson@example.com.
      • For a Integer or a Long Integer cell, enter an integer for example, 10.
      • For a Decimal or a Currency cell, enter a decimal, for example, 10.8.
      • For a Date cell, enter a date using the YYYY-MM-DD format, for example, 1988-08-28.
      • For a Time cell, enter a time using the HH:MM:SS format, for example, 23:59:59.
      • For a Date Time cell, enter a time using the YYYY-MM-DD HH:MM:SS format , for example, 1988-08-28 23:59:59.
      • For a Boolean cell, enter true or false, capitalization is irrelevant.
      • For a Binary cell, select and upload a file.
      • For an entity identifier cell, select a value from the dropdown.
      • For a static entity identifier cell, select a value from the dropdown.
    4. If the cell has a red outline, hover over the highlighted cell to learn about the issue, and then fix the issue.

      Get details on issues with pending changes

    5. You can prepare more than one change to the entity to the entity at a time. Once you're done with your changes apply them.

    Apply changes

    Once you're done with your changes, confirm you want to change the data by selecting Apply.
    You won't be able to apply changes if you have cells highlighted in red.

    After trying to apply all your changes in the database, Service Studio lets shows you one of the following messages:

    • If all changes are successful, Service Studio shows you a success message.

      Changes applied successfully

    • If some changes fail Service Studio shows you an error message and highlights the rows with changes that weren't applied.
      To understand the causes of the errors, hover over the asterisk, *, in the first cell of each highlighted cell, or select view error report to generate a text file with all the errors.

      Changes failed to be applied

    Discard changes

    You can permanently discard changes in one of the following ways:

    • To discard changes to a specific row, right-click the row and select Discard this change.

      Discard changes for a row

    • To discard all your changes, select Discard and then confirm that you really want to permanently discard all the changes.

      Confirm you want to discard changes

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