Editing an existing database

Once a database is created, you may need to make changes such as adding new fields, changing the name, etc.

To edit an existing database, navigate to the desired database then select "Options". In the drop down menu that appears, select "Edit" under "Database Actions" 

 

 

 

 

 

 

 

 

 

 

 

Clicking "Edit" will give you a view with five tabs that you can use to edit your database.

Properties

  

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  • Database Info
    • Name: Name members see to identify the database.
    • Description: Tells members more about the database and what it is used for.
  • Visibility Settings
    • Show all records in Dashboard, email, RSS?: Setting this to "Yes" will notify members via Dashboard, email, and RSS feed every time the database is updated.
    • For internal use only?: Setting this to "Yes" makes the database accessible only to internal members.
  • Options
    • Allow Duplicates?: Allows duplicate records to be made. This setting works in conjunction with the "Chk Dup" properties of a database. Just setting this to "No" without using the other field properties will not do anything. 
  • Attachments
    • Comments about them: If checked, allows members to make comments in a database.
    • Files and/or Discussions related to them: If checked, allows members to attach files/discussions to a database.
    • Tasks associated with them: If checked, allows members to make create tasks related to database entries.
  • Delete
    • Delete Database: Removes the database and all records, information, and comments associated with it.

Create New Field

 

 

 

 

 

  • This tab allows you to add a new field to the database records.

Edit Existing Fields

  

 

 

 

 

 

 

 

 

 

 

 

  • This tab allows you to edit the fields that are already in the database. You can change the field name and type. Edit whether the field is a primary field, required, or searchable. You can also delete a field from this tab by selecting the trash can icon on the far right of the field name.

Arrange Fields

  

 

 

 

 

 

 

 

 

 

 

 

 

 

  • Layout for Viewing: allows you to use drag and drop to arrange how the fields will display when viewing a record
  • Layout for Editing: allows you to use drag and drop to arrange how the fields will display when editing a record

Web Capture Form

 

  

 

 

 

 

 

 

 

 

 

 

 

 

 

  • This tab allows you copy and edit the HTML code for a web form that can be copied and placed in virtually any web page.
  • To add your own thank you page for users to be sent to, first you'll need to enter it into the "Confirmation URL" field.  The re-direct link will also need to be inserted into the webform code, replacing the phrase "MYSITEURL".  The link must appear in the Confirmation URL field for it to be validated once a user submits a new form.
  • For more information on web capture forms for databases please read the help center article: Adding new database records with application blocks and web forms
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