Update custom data

You can view, edit, and delete custom data, depending on the permissions your role has for the custom object: Read, Update, or Delete.

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Open custom data

Open custom data in one of these ways:

• Select the custom object in the Navigator, search the list, and select the row you want.
• Select it on a section tab of a related record.
• Select it in your history or favorites.

To look at custom data without leaving the related record, select it on the section tab and view it in the Preview view of the side panel.

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Edit custom data

1. Open the custom data.
2. Click to enter edit mode.
3. Make your changes. For a relation field, start typing and select the related record from the list.
4. Click Save.

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Links in text fields

When a text field contains a URL, the URL is shown as a link in read mode. Click it to open the page in a new tab. For example, a Product page field can link to the product in the supplier’s web shop. In edit mode, the field is a normal text field. See URLs in text fields.

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Delete custom data

To delete custom data, your role must have the Delete permission for the custom object.

1. Open the custom data.
2. Click and select Delete.
3. In the confirmation dialog, click Yes.