Block View - How to Create A Current Record Editor


The Current Record Editor allows you to edit data from any field in each record. It’s useful for quickly editing data in multiple records. With the Current Record Editor, you can display or hide fields to see only what you need to see.



In this article:

Add the Current Record Editor
Current Record Editor Settings
Set Defaults
Attachments Delete Mode
How to Use Block Views
How to Search Records
How to Manage Layouts for Block Views

Other View Types
Linked Record Editor
Record Previewer
Google Docs/Sheets/Slides Editor
Table Viewer
Linked Table Viewer
Text Editor
Markdown Editor
HTML Editor
JSON Editor

Add the Current Record Editor

To add a Block view

Click the gear icon above the layout



Click the + icon



Choose the Block View



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You can also add a new Block from any other Block

Click the Menu icon on any Block



Click the + Add Block icon



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Current Record Editor Settings

To access the settings

Click the Settings icon
Select Field Settings



Field Visibility

Choose fields you want to display

Click the Settings icon
Select Field Visibility
Select each field you want to display or choose All Fields
You can also use the Search box to filter and find the field you need. You can Filter by the Field type (button, checkbox, single select, etc.) to further refine your search.
You can rearrange the order the fields are displayed by clicking the reorder icon

Current Record Editor Field Settings

The Current Record Editor Settings allows you to customize your record layout.

In the Block menu, select Field Settings
Select a field to edit its settings

For each field you select, you have options. Some fields like Formula won't have available options.

Options:

Read Only - Make the field Read-Only
Required - require the field to have a value
Check for Duplicates - check for duplicates in the field

When you toggle on Check for Duplicates, it will add an icon to the front end UI. It requires you to click on that and it will bring up a list of other records that have the same value for that field. (so it does require a button click to check for duplicates)





Displayed for Linked Record and Attachment fields only:

All Duplicates
Allow Multiple Items - Allow multiple Linked Records to be linked to the current record
Display Item Count - Display the number of Linked Records connected to the current record
Expand Records on Click - Automatically view expanded view of linked record when clicked
Display Limit - Limit the number of records to display in the field. Leave it blank to show all
This option is displayed for the following fields: Linked Record, Attachments

Displayed for Linked Record fields only:

Expand Records on Click - Expand Linked Records to full-view when clicked

Displayed for all except formula, rollup, attachments, and button

Default Value - Set a default value that is auto-filled each time you create a new record from the Amplify dashboard OR when you click Set Defaults in the Block menu

Additional Default Value Settings per Field Type

Date Fields - Includes a Use NOW option to automatically add a timestamp
Multi-Select - Includes a Start in Edit Mode option that allows you to add multiple items at once
Collaborator (allow multiple collaborators option) - includes a Start in Edit Mode option that allows you to add multiple collaborators at once

Set Defaults

You can set default values for your fields for any new record you create or any existing record.

To set it automatically for each time you create new records, enable the Duplicates toggle in the Layouts manager.

If enabled, any time you create a record while in Amplify, it will add any configured defaults across all block views automatically.



To Set it manually

Open the block editor settings
Choose the field you want defaults values for
In the Default Value field, enter your default value



Go back to the main view of the record

Open the Block menu
Choose Set Defaults



Any fields where you have set defaults will be automatically filled in with the data.

Attachments Delete Mode

You can delete attachments from your fields

In your attachment field, select the Delete icon to begin Delete Mode
Choose the attachment or attachments you want to delete in your record
Click the Delete icon again
Click Delete



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Learn how to Use Block Views

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Learn how to Search Records

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Learn how to Manage Layouts for your Block Views

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