A record in Orgzit can be modified/updated by following any of the three simple processes:

Method 1 - Tabular Edit

  1. After creating a record, the data on the table gets updated. A new row is added with your data. To edit any other record, hover your mouse pointer over the "three dots" button on the left end of the record you want to edit.

  2. Select the edit option.

  3. Selecting the "edit" option will convert the record into an editable record, allowing you to make the correction there itself.  After the desired update, click on the "green tick" on the left end of the record. This will update the changes.

Method 2 (Inline Edit):

  1. Double-clicking on a specific record's field will convert the selected field to an editable format. 

  2. Hover over a field and click on the edit button on the field to edit it.

Here is a video guide that can help edit your record with the in-line edit method.

Method 3 (Record Detail edit):

  1. You can click on the button present on the left end of the record to open the record. 

  2. You can now click on the "edit" button present on the top right corner of the popped-up dialog box.

With the help of this video, you can easily edit the details of your record.


A record in Orgzit can be deleted by following this simple process:

  1. Selecting the "Delete" button (by clicking on the three-dot button next to the record) will prompt you with a dialog box, presenting you the effects of deleting that specific record. eg: if that record is connected to some records in some different tables/app, the dialog box will enlist the other records that will be deleted with the record selected for deletion.

  2. If you want to confirm, click on the red "delete" button. 

  3. This will delete the selected and other attached records.

Note: You can control who can edit and delete your workspace data by setting up role based access permissions.

This video can help you delete a record easily.

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