Use record editing to maintain information you are authorized to change. Check field ownership before editing values supplied by another system.
Before you start
You need record editing access. Some attributes are built in, calculated or controlled by an integration and cannot be edited in the same way as a manual field.
Choose the object that holds the business record before applying search or filters.
Create or update a record
Open Records, choose the object and search for an existing record first.
Choose New record when a new record is required. Supply the required attributes and identifiers.
For an existing record, open it and use the available field or editing controls.
Review relationships, units and dates before saving. Read any notice about locked, calculated or integration-managed fields.
Confirm the saved value and, where relevant, the result in the connected source system.
Check the result
The intended record and value are saved without creating an unnecessary duplicate. A Cartograph edit and a successful write-back to an external system are separate results.
Check ownership and relationships
Confirm the correct source identifier and parent relationship. A line item linked to the wrong order can distort downstream work even when its quantity is correct.
If an integration defines an attribute, an administrator may need to change its mapping rather than editing its definition directly.
Handle conflicts deliberately
If a value changed elsewhere before your write-back, review the conflict and current source value. Avoid overwriting a newer supplier commitment or operating record without understanding the change.
If something does not look right
What you see | What to check |
The field is read-only | Inspect whether it is calculated, built in or integration-managed. |
The change did not reach the source | Check write-back configuration, permissions and any visible conflict or error. |
Should I create a manual copy of a missing synced record?
Should I create a manual copy of a missing synced record?
Check sync and mapping first. A manual duplicate can split the relationships and task context for the same business item.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.