Modifying records

Depending on the Alloy Navigator configuration and your security permissions in the Alloy Navigator database, you can use either of both of the following methods to edit records:

To modify a record directly:

  1. Double-click the record in the grid. The record details open in a separate window.

  2. Edit the field contents as you need.

  3. Click OK.

You can always directly modify Company Addresses and Brands, which do not support workflow actions. For other records, modifying is typically available through workflow actions.

To modify a record using a workflow action:

  • Select a record in the grid and click Actions > [Action Group] > [Action] on the Module menu. Workflow actions are configured by your Alloy Navigator administrator. For details, see Performing workflow actions.