Working with your data

Opening and editing a record

  1. From a report or data table, open a record by selecting its link.

  2. The record opens in view mode. Select Edit to make changes.

  3. Make your changes, then Save - or Discard to cancel.

[ SCREENSHOT: A Nova form in view mode with the Edit action highlighted ]

Form Panel View

Form Panel View lets you view and edit a record in a side panel while you continue to browse rows in a data table - so you can move quickly through records without leaving the page or losing context.

Inline edit

Inline edit lets you update data directly within a table, including bulk edits across multiple rows - a fast way to keep information up to date.

Multi-step forms

For longer or more complex data entry, multi-step forms break a form into a sequence of smaller steps. Navigational breadcrumbs show where you are in the sequence, making the process easier for new or infrequent users.

[ SCREENSHOT: A multi-step form showing step breadcrumbs across the top ]