Add, Copy, Delete, or Undelete a Record - Precisely_EnterWorks - EnterWorks - 11.0

Add a Record

To add a record to a repository:

1. Open the desired repository in a Repository View. To do so, open the Feature sidebar, select the desired folder, and select the desired repository.
2. Select the Add button on the left end of the Repository View's Activity bar.
3. An empty record will be created in the repository and opened in the Detail Editor. For detailed information about editing records, see Edit a Record. Note that the values of any attributes that are calculated fields will be generated when the record is saved. They will overwrite any values entered by the user unless EnterWorks is configured otherwise. If the record contains an auto-sequenced attribute field and EnterWorks has been configured to allow the user to set a value for that field, any value the user enters will be saved. If the user has not entered a value, EnterWorks will generate the field value based upon the next number in the sequence and any configured rules. Once the new record is saved, the value of the auto-sequenced field cannot be changed.
4. When you are finished editing the record, click the Save button on the far left of the Detail Editor's Activity bar.
5. To exit, select the Close icon on the Detail Editor's tab.

If the record's primary key is not auto-generated and the user does not enter a primary key, the field will be left empty and an error for the record will be generated. If the user enters a value in a primary key attribute that has been used elsewhere in the repository, a duplicate identifier error for the record will be generated. EnterWorks may also be configured to ensure that within a set of repositories, no duplicate identifiers are generated or saved.

When a new record is saved, its validation status will be derived from any errors or warnings in the record and any defined validation rules. For more information about record validation, see the Record Validation section of this document.

The new record may appear at the bottom of the list of records in the Repository View. To re-sequence the records, click the Refresh icon in the bottom left corner of the Repository View, or click the header of the column to sort the records by that attribute.

Copy a Record

To copy a record in a repository:

1. Open the desired repository in a Repository View. To do so, open the Feature sidebar, select the desired folder, and select the desired repository.
2. Select the record to be copied.
3. Open the More Actions dropdown menu by clicking the on the Repository View's Activity bar. Select the Copy option from the More Actions dropdown menu. Note that only one record may be copied at a time. If the Copy option is inactive (grayed out) make sure only one record is selected.

A copy of the record will be generated and opened in the Detail Editor. The source record's attribute values will be copied to the new record. The exceptions to this are any calculated fields, auto-generated fields, and the record's primary key.

Edit the contents of the new record as desired. For a detailed discussion on editing records, see Edit a Record.

The values of any attributes that are calculated fields will be generated when the record is saved. They will overwrite any values entered by the user unless EnterWorks is configured otherwise.

If the record contains an auto-sequenced attribute field and EnterWorks has been configured to allow the user to set a value for that field, if the user enters a value, it will be saved. If the user has not, EnterWorks will generate the field value based upon the next number in the sequence and any configured rules. Once the new record is saved, the value of the auto-sequenced field cannot be changed.

If the record's primary key is not auto-generated and the user does not enter a primary key, the field will be left empty and an error for the record will be generated. If the user enters a value in a primary key attribute that has been used elsewhere in the repository, a duplicate identifier error for the record will be generated. EnterWorks may also be configured to ensure that within a set of repositories, no duplicate identifiers are generated or saved.

Delete a Record

To delete a record from a repository:

1. Open the desired repository in a Repository View. To do so, open the Feature sidebar, select the desired folder, and select the desired repository.
2. Select one or more records to be deleted. The records may be selected individually or as a group by shift-selecting the desired records.
3. Click the Delete button on the Repository View's Activity bar.
4. A Confirmation window will appear that asks if the user wants to delete the selected records. Select Yes to delete the records or No to keep the records.

Undelete a Record

The Undelete Record function is a modified version of Record Rollback. It has the added ability to restore a deleted record. When a record is undeleted, it is restored to the repository. If a record that exists in the repository is undeleted, it will be rolled back to the previous version of the record. If it is undeleted again, the last rollback will be undone.

To undelete a record:

1. Open the desired repository in a Repository View. To do so, open the Feature sidebar, select the desired folder, and select the desired repository.
2. Open the Audit History tab by clicking the More icon on the Repository View's Activity bar, and selecting Audit History.
3. The Audit History tab will appear. Select the deleted record that you would like to restore.
4. Click the Undelete button on the Audit History's Activity bar. A confirmation message will appear that indicates the record has been rolled back successfully. The record will be restored to the repository and an "update" action record will be added to the Audit History.