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POS: Editing or Adding Records in a List

Filter Lists|Sort and Scroll Lists|List Overview

 

With list edit mode turned on, you can make changes in editable fields or add new records directly in a list, moving field-to-field in a single row or between rows, similar to working in a spreadsheet.

Technical Note: How editing in a Point of Sale list differs from a spreadsheet

 

To enable/disable list editing:

  1. Display your record list and add columns for the values to be edited if necessary.

  2. From the Edit menu, select Turn List Edit On.

  3. To edit existing records: Make edits by navigating field-to-field and entering new values.

To add a new record: Select New from the window toolbar. A new blank row is added at the end of the list. . Navigate through the fields of the row, making entries as applicable.

See the notes below for tips on list navigation and data entry.

  1. When done making edits, select Turn List Edit Off from the Edit menu. .

Leaving the list in any manner also turns off list edit mode.

 

Notes:

  • List edit mode is not available in document lists.

  • To select a record (row) or field for editing, touch or click once, or use the arrow keys to navigate between fields. . Immediately begin typing to make an entry in an empty field or to overwrite an existing entry. . Click a second time to edit an existing entry character-by-character. . Press <Enter> or navigate out of a field to accept the entry and move to the next field.

  • You can select multiple rows for certain group operations, such as printing, exporting, or deleting.

  • Your changes are automatically saved when you navigate out of a row; you do not have to select Save. . To cancel the edits made in a row, select Cancel from the bottom toolbar before navigating out of the row.

  • If you need to make the same change to many records (such as updating an area code or ZIP code), enter the new value in one record then highlight it and press <Ctrl+C> to copy the value. . Use your up and down arrow keys to move to the same cell in the next record and press <Ctrl+V> to paste the updated value.

Editing a single record

KB ID# 505385
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11/23/2009 8:02:23 AM