Record Operations
Operations available from the Records menu and the Record pane’s context menu are described in the following table:
Operation |
Description |
Add Record |
Creates a new record |
Add Master Record |
Creates a new master record |
Delete Record |
Deletes the selected records |
Duplicate Record |
Duplicates the selected record |
Save Record |
Saves changes to the selected records |
Add to Mask |
Adds selected records to selected mask |
Remove from Mask |
Removes selected records from selected mask |
Replace in Mask |
Replaces selected records in selected mask |
Restore Record |
Discards changes and restores the selected records |
Modify Mask |
Modifies the records in the selected mask |
Protection |
Protects/unprotects selected records from editing |
Check In/Out |
See table in Check In/Out Operations |
Validations |
See table in Validation Operations |
Assignments |
See table in Assignment Operations |
Workflows |
See tables in: |
Matching |
See tables in: |
Next Record |
Saves changes to the selected records and selects the next record |
Previous Record |
Saves changes to the selected records and selects the previous record |
Compare Records |
Displays a detail grid comparing the selected records |
Compare with Original |
Displays comparison between the selected checked out record and the original record(s) |
Merge Records |
Merges the selected records into a single record |
Merge Into |
Merges the selected object into a single object |
Reimport |
Reimports the selected objects from their original location (enabled on object tables only) |
Replace |
Replaces the selected object with a new object (enabled on object tables only) |
Generate Thumbnail |
Generates the thumbnails for the selected objects (enabled on object tables only) |
Save Original to Disk |
Saves the original of the selected object to disk (enabled on object tables only) |
Set Print Size |
Sets the print size for the selected images (enabled on object tables only) |
Split Text Block |
Splits the selected text blocks by the specified delimiter (enabled on object tables only) |
Edit Key Mappings |
Edits the key mappings for the selected record |
Modify Text Value List |
Modifies the text value list of the current text attribute |
Recalculate |
Refreshes calculated field(s) on the selected records |
See Editing Record Details for information about editing record fields and attributes.
See Working with Objects for information about editing object lookup tables and fields.
The following sections describe how to perform operations on records selected in the Records pane.

You can use role-based privileges to decide whether users must first check out records before adding, modifying, merging, or deleting them.