Editing fields in Form view

Perform steps in this task to edit records in the Form view.

  1. In the Data Stewardship Portal Editor page, display records in the repository for the dataflow that you want to edit .
    To do this, click Editor on the Data Stewardship Portal toolbar, then in the Dataflow name box on the sidebar select the name of the dataflow.
  2. Make sure that the records are displayed in Form view.
    Click the Form view button to display fields in the first record.
  3. In any field, click to edit a value.
    Right-click a field to access Cut, Copy, and Paste commands. A field will be grayed out if it cannot be edited.
    To undo a change, select the record you want to undo and click the Undo changes button on the toolbar.
    An edited field is tagged by a green triangle to indicate unsaved changes. After you save changes to the record, the status changes to Edited.
  4. Optional: You can add comments about your changes in the Comment box.
    Comments are visible to other users and can be used to help keep track of the changes made to the record or to recommend additional changes.
  5. After you are satisfied with corrections made to a record, click Accept .
    This changes the Record status to Accept.
    Note: Anytime before you click the Save button, you can click Accept or Reject to change the status from Accept to Pending. This allows you to continue editing the record at a later time.
  6. Click the Save button .
    This changes status for the records to Resolved. You will either see the same record containing your changes or you will see the next record in the list because the record you changed is no longer available or no longer matches the search/filter criteria.
  7. Use the navigation buttons at the bottom of the form to go to previous or next record.
    You can also go directly to the first or last record.