How to edit records

In Aware IM records are modified in the operation mode. In Aware IM terminology editing a record is editing an instance of a business object. In order to edit an instance of a business object the user has to find the instance first. This can be achieved by running a query – see How to look for records. If a query displays its results in a standard manner the instance of a business object can be edited by pressing the Edit button (see the “Standard Form of Query Results” section in the Aware IM User Guide). This will bring up a form of the business object so that the user can change the attribute values on this form and submit it. If a query displays its result as a presentation the presentation layout may have a hyperlink defined that invokes an editing operation (see the “Setting Hyperlink Properties” section in the Aware IM User Guide). In this case clicking on the hyperlink will bring up the business object form.

It is also possible to configure a process that will find a particular instance of a business object and invoke the editing operation using the EDIT action of the Rule Language (see the “Adding/Editing Processes” section in the Aware IM User Guide). This process might look something like this:

FIND Account WHERE Account.Name=’John Smith’

EDIT Account

The EDIT action will display a form of the business object and wait for the user to change the values and submit the form. For the user to start the process a menu item of the “Start Process” type has to be configured.