Edit a record from a list in CWM

task australia Updated Sep 10, 2026 1 min read edit-a-record-from-a-list-in-cwm.md
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Edit a record in a default or custom list without leaving the list view in CWM.

Before you begin

Role required: sn_cwm.cwm_user

Procedure

  1. Navigate to Workspaces > Collaborative Work Management.

  2. Select Lists under Quick access.

  3. Select a list from My lists or Default lists.

  4. Select the check box next to the record.

  5. Select Edit.

    [Omitted image "cwm-edit-record-in-list.png"] Alt text: Check box beside a record row and the Edit option in the header.

  6. Update the record fields in the side panel.

    [Omitted image "cwm-edit-record-list-panel.png"] Alt text: The Edit item side panel to update the records.

  7. Select Update.

Result

The record is updated in the list.

Parent Topic:Manage lists in Collaborative Work Management

Keywords edit recordListsCollaborative Work Management
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