Edit a whole-tab selection in the form

When plain English authoring is unavailable, use the complete selection form. Keep exact same-row conditions and approved read connections while naming the planning selection.

For authors

When plain English authoring is unavailable, use the complete selection form. Keep exact same-row conditions and approved read connections while naming the planning selection.

Read these instructions on any device. Watch or practise a chapter on a desktop or laptop, with a desktop or mobile application layout. Demonstrations use sample data and simulated scanners.

Edit a whole-tab selection in the form

  1. Load the original Data configuration

    Read the selected source and its current revision before preparing a change.

  2. Choose the whole-tab task

    Use the source-owned selection form.

  3. Choose the current source basis

    Keep the exact current selection as the basis for this change.

  4. Load the source selection controls

    Read the complete conditions and approved read connections.

  5. Choose the complete selection

    Keep the whole-tab conditions and reader references together.

  6. Name the planning selection

    Retain the exact conditions and readers while making its purpose clear.

  7. Prepare the complete values

    Check the complete typed values before preparing their private file.

  8. Upload the complete change

    Upload privately. Uploading alone does not create the saved revision.

  9. Confirm the supplied values

    Confirm that the complete file contains the values you intend to save.

  10. Save the original request

    Wait for the product to confirm this exact save. Do not submit it again if its reply is uncertain.

Watch or practise this chapter

The saved draft still needs independently supplied expected answers, verification and separate review. Active data has not changed.

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