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Edit

The Edit action adds a button that puts a record into edit mode, making its fields interactive so the user can update them. This is commonly used on detail view layouts - pages that normally show a record's information in read-only format. Clicking Edit switches the layout from view mode to edit mode, so the user can make changes. A Save button must also be present to commit those changes once the user is done.

When to use it

  • Detail view layouts where records are displayed in read-only format by default.
  • Client or contact profiles where you want users to view the record first, then edit if needed.
  • Any layout where you want to separate the viewing experience from the editing experience.
  • Protecting data from accidental edits - users must explicitly click Edit to unlock the form.

How to add it

  1. Open the layout editor for the detail layout you want to modify.
  2. Click Add Block where you want the Edit button to appear - typically near the top of the record view.
  3. Select Action from the block type list.
  4. Choose Edit from the action options.
  5. Optionally rename the button label (e.g. "Edit Contact" or "Update Details").
  6. Make sure a Save action button is also present in the same layout to allow users to confirm their changes.
  7. Save and publish your layout.
The Edit button only makes sense on layouts that contain editable fields. If your layout is purely for display (like a summary card), the Edit button will have nothing to unlock.

Example

You have a client detail page that shows the client's name, email, phone, and service plan. By default, the fields are displayed as plain text - users can read the information but not accidentally change it. You've added an Edit Client button at the top right of the page. When a team member needs to update the phone number, they click Edit, the fields become interactive input boxes, they make the change, and then click Save to store the update.

Tips

  • Always pair Edit with a Save button. Without Save, the user has no way to commit their changes.
  • Consider also adding a Cancel button (using the Go to Page action) so users can discard changes and return to the read-only view.
  • If you want users to jump straight into editing without seeing the read-only view first, use Go to Edit Object instead.
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