Editing Records (SAP Library - SAP Records Management)

Editing Records

Prerequisites

You have gone from the Records Organizer to the Records Browser (see Navigating from the Records Organizer to the Records Browser).

The newly created record is displayed as the symbol ( This graphic is explained in the accompanying text ). When you expand the overview tree, the underlying record model is displayed as the basic structure for the record.

Note To display the underlying record model for the record, choose Record ® User-Specific Settings.

Procedures

The following text describes how to insert an element into the record, and how to duplicate and move nodes.

Inserting an Element

To insert a new element in a record, you need a model node ( This graphic is explained in the accompanying text ) of the underlying record model. The model node specifies the element type to which the element to be inserted belongs. Proceed as follows:

Select the model node for which you want to insert an element, and choose .

The context menu of the model node is displayed. This contains a list of activities.

Note For some model nodes, there may be more than one element type assigned. In this case, a dialog box is displayed containing all the element types. Choose the appropriate element type for the element to be inserted.

Select an activity.

The activities offered depend on the element type assigned to the model node. The procedure for inserting an element differs according to the element type and activity selected.

Note For more information on individual activities, see the section Activities for Element Types and Elements.

The element appears in the record after the activity has been executed. The symbol of the model node is replaced by the symbol of the element.

Duplicating a node

In the record model, you have predefined whether a node may be generated more than once in a record. The maximum number of instances of a node is displayed in the overview tree of the record model, in the column Number.

If you want to add another element to a model node, duplicate the model node. A model node cannot be duplicated directly, but only after it has been assigned an element. Proceed as follows:

Select the element that you have already assigned to the model node.
Choose ® Create on same level (before) or Create on same level (after).

The model node appears repeated in the record and can have an element added to it.

If you want to repeat a whole section of the record model, duplicate a structure node.

Select the structure node that you want to duplicate.
Choose ® Create on same level (before) or Create on same level (after).

The structure node is repeated in the record. You can use This graphic is explained in the accompanying text to change the description of the node if necessary. To re-insert the sub-node belonging to the structure node, select the structure node and choose ® Select one level below.

Moving a node using Drag&Drop

You can move nodes within the record using Drag&Drop. To move a node, select it and, holding the mouse button down, pull it to another node. The following restrictions apply:

The node you are moving must already contain an element, and must be in the lowest hierarchy level of the overview tree.
The target node must have at least one node lower than itself in the hierarchy. This must accept the element type of the element that you are moving.

The node you have moved is inserted one hierarchy level below the target node.

Note You can use Drag&Drop to move elements from the navigation toolbar in the Records Organizer into a record.